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FAQ – General

Q: How do I assess if I am ready to invest in the stock market?

The following checklist will help you determine that:

Q: Is there any KYC requirement for subscribing to the model portfolio?

Yes, as per SEBI (Investment Advisors) regulation it is mandatory for all registered entities to verify KYC of the clients. Anyone having an active trading account would most likely be already compliant with KYC guidelines. Visit the following link and click on 'KYC Inquiry' tab to check your status: https://www.cvlkra.com. The status should show 'KYC Registered'. We won't ask you to go through the hassle of KYC process again if you are already compliant, but we would need a scanned copy of your PAN card for the purpose of just 'verifying' the KYC details within 3 days of subscribing. However, in case you are not KYC compliant, you would have to get compliant within 10 days failing which would lead to a temporary suspension of the account. For any doubts, please email us at support@stalwartvalue.com with your PAN details before subscribing.

Q: What is the process to register and when will my account be activated?

To register, kindly follow the steps:

Q: Are there any discounts?

Yes, we have 20% discount on 3-year plan. The price mentioned on Home page is discounted price.

Q: There are so many other advisory firms offering these services at lower prices, why have you kept fees at these levels?

We believe we have kept our fees reasonable enough and it shall make economic sense to even retail investors with portfolio of Rs 7 lacs (and above).

Having said that, you may appreciate the fact that it is always an easy option for any advisory firm to keep fees low and increase member base, however that would be counter productive for everyone as a group, as large buying from few initial members itself will take the stock to high levels and opposite while exiting the stock. We intend to offer our services to a limited group and hence had to adjust the fees accordingly, keeping in mind our costs and intended quality of research. Whenever we reach our intended number of investors, we freeze subscription and open again only when some existing members do not renew making room for new members.

Q: Can I cancel at any time?

Subscription once taken is non-cancellable and non-refundable.

Q: Do you also invest in the stock ideas you share with your clients?

Yes, we do invest in the same stocks as we believe in having skin-in-the-game. This ensures our interests are aligned, we ensure all care has been taken in stock analysis/selection and also we track the stocks religiously. We practice the code of ethics (CFA) to be fair in our conduct. We are also regulated by SEBI RIA Guidelines & CFA Institute Code of Ethics & Standards of Professional Conduct (USA) to which we are fully compliant. SEBI Regulations do not allow any of the directors or employees to trade in the recommended stocks 30 days before or 5 days after the ideas have been shared with the clients and we have to give mandatory disclosures about ownership in the stocks discussed.

Q: What would be the mode of communicating the reports?

Each investor who signs up gets a unique login ID to enter the SA investor dashboard, where he/she can read Initiating Coverage Reports, Quarterly Updates, AGM Notes, Annual Report Dissections and other updates. We notify about stock ideas as well as other updates on registered mobile number and email address.

Q: Is the fees inclusive of all taxes?

No, the fee stated on Home page is exclusive of GST.

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