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Value Investing India Report – Premium Access
The Value Investing India Report Premium Access service is a comprehensive wealth building program for investors, who are looking to protect and grow their capital over the long-term. We provide a better alternative to a traditional Portfolio Management Service provider.
Our service is focused on self-directed investors who are tired of the poor returns they’ve obtained via traditional PMS firms, brokerage houses and poorly performing financial newsletters. Our only goal is to help you make the transition from an emerging to a full-fledged high net worth investor.
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My name is Ankur Shah and I’m the Founder and Managing Editor of the Value Investing India Report. I’m a graduate of Harvard Business School and I’ve spent the last ten years of my life as a professional equity research analyst. With a proven track record as a professional investor, I finally decided to launch the Value Investing India Report to help my clients to compound their capital over the long-term and across market cycles.
I set-up the Value Investing India Report for investors who believe in value investing, but don’t have the time and energy to sort through annual reports, earnings announcements and build full financial models. My goal is to provide you with the highest-quality stock ideas for the Indian market on a monthly basis, using institutional quality data, research and analysis.
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Why Value Investing?
We follow a value investing methodology because it’s the most effective way to produce market beating returns. Period.
Ibbtoson Associates and the Center for Research in Security Prices conducted a truly comprehensive study on the performance of growth vs. value stocks and published the results in a white paper titled A Comprehensive Set of Growth and Value Data. The study definitively showed that value beats both growth and the overall market over long periods of time.
From 1968 – 2002, a portfolio invested in US growth stocks realized an annualized return of 8.8%. Over the same period, a portfolio invested in US value stocks realized an annualized return of 11.0%.
If the difference does not seem like much, consider that in just 10 years, your brokerage account balance would be more than 22% larger by investing in value stocks than growth stocks. And as you keep investing, the gap becomes even larger.
If you had just invested $1,000 in a portfolio of value stocks in 1968 it would have grown to $34,630 by 2002. If you had invested the same amount in a portfolio of growth stocks over the same period, it would have grown to only $17,520. Your value portfolio would have been 98% larger than your growth portfolio at the end of period studied.
Our Performance
My personal goal for the Value Investing India Report portfolio is to be the best performing investment newsletter in the industry based on the returns you (the subscriber) receive. I simply don’t want you to outperform the market; I want you to decimate it.
In 2013, the Value Investing India Report (VIIR) portfolio massively outperformed the Nifty. Our performance is proof, you can achieve market beating returns.
I can honestly say that the VIIR model portfolio beat even my highest expectations in 2013. The key was to focus on companies with one specific attribute. What was that attribute? The ability to compound value over time.
Some companies are much better than others at compounding capital. Shouldn’t your goal as an investor be to find the companies that can grow your capital consistently over time? Ofcourse the answer is yes. But you also want to avoid overpaying for these stocks because future returns are also dependent upon the price you pay today.
Although we can’t guarantee future returns, your best shot at outperforming the market is to identify companies that will work hard at compounding your capital over the long term. By subscribing to Premium Access, we’ll highlight to you every month a proven compounder that is trading at an absolute bargain valuation.
Why a Subscription Based Model?
Many people get their information about investment ideas from commissioned brokers and financial planners, who are often pushed by their corporate managers to promote investments for reasons having little to do with the needs of their clients.
I get daily e-mails about alpha ideas from my broker that are little more than trading tips. It goes against every investment belief that I hold. The ideas are short-term focused, based on momentum and marginal fundamental analysis. It’s clear that they are only trying to increase their brokerage revenue.
At the Value Investing India Report, we believe in a more straightforward model. Namely, we do the heavy lifting of uncovering and analyzing stock ideas based on a proven value investing methodology; then, when we find ideas that pass our strict investment criteria, we share only the best ones with our Premium Access subscribers. In exchange, we charge no commissions but rather a very reasonable annual subscription fee.
The beauty of this model is threefold:
1) No Fees for Assets Under Management. A recent news article called Portfolio Management Services weapons of mass destruction due to their poor performance, non-existent disclosure standards and exorbitant fees. Providers of PMS schemes usually charge 6-8% of total assets under management compared to 2.25% for a traditional mutual fund.
Your PMS provider takes 6-8% of your portfolio every year in fees. Think about it. The entire PMS industry is set-up to extract fees. The worst part is that their performance isn’t even demonstrably superior to that of the market. I bet most investors would be better off buying an index fund for a 0.5% annual fee and would more importantly sleep easier at night knowing their money wasn’t tied up in some arcane and illiquid security.
Our subscription model is cost effective for you and our performance speaks for itself. Whether your portfolio is 5 lakhs or 5 crore, you pay a fixed fee for our investment advice. In fact, the INR 15,500 annual subscription fee (billed quarterly) we charge for Premium Access is well below the cost of a comparable PMS service.
To get the same asset allocation strategy from a Portfolio Management Services company would cost at least INR 1.5 lakhs per year excluding performance fees. You might be wondering how I got the 1.5 lakh number, so I’ll explain the math. First, SEBI has mandated a 25 lakh minimum investment to open a PMS account. Second, you will be charged a one-time fee of approximately 3% to open an account and an additional 3% per year for account management fees. Thus, you’ll be charged 6% on a minimum investment of 25 lakhs just to get an account open, which equals 1.5 lakhs. By spending a fraction of the cost you’ll receive better investment advice and have the flexibility to invest amounts that fit within your financial budget.
2) You Win, or We Lose. The subscription model is the height of simplicity. Either we help you meet your most-pressing financial goals, or you drop us an email or call to cancel your subscription. In other words, we have every incentive to get things right because otherwise we’ll lose you as a client.
3) You Keep Control. With a traditional PMS provider you have to write a cheque for a minimum of 25 lakhs and hand over the funds to someone else. If the PMS you chose has poor performance, you have to go through the entire process of closing out the account. I don’t know about you, but just closing a plain vanilla bank account is a pain. With our service you retain control of your funds in your own brokerage account. If you don’t like the service, simply send us an e-mail to cancel your subscription. There are no forms, no signatures required and most importantly no fuss.
With the Value Investing India Report Premium Access Service, we promise the following:
No fees based on assets under management No constant portfolio churn to drive brokerage revenue No need to take custody of your assets. You remain in control of your portfolio at all times No momentum and trend chasing strategies No market timing No opaque and illiquid investment strategies
A subscription to our Premium Access Service provides you the following on a monthly basis:
A New Investment Recommendation
After scouring the Indian market for undervalued investments, we will provide you with one investment idea that has the best combination of profit potential and limited downside risk. For all equity investments you’ll get a comprehensive research report including an estimate of intrinsic value and a buy-below price.
Our Latest Macroeconomic Outlook
Following the 2008 financial crisis, equity markets have been increasingly driven by global macroeconomic factors. We will provide you with our latest views on developing trends in global markets and their potential impact on the Indian market.
A Full Asset Allocation Strategy
We’ll provide an overall asset allocation plan to protect your portfolio in all market environments.
INR 3,875 per quarter
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By clicking on the Get Access Now button above you will be taken to Clickbank to complete the transaction. Once your payment is confirmed, the following will take place:
You’ll immediately receive an e-mail with a username and password to log-in to the Member’s area of the Value Investing India Report website. If you have any questions you can contact us directly at admin@valueinvestingindiareport.com You will be able to access each published report on the 1st of the month by logging into the members homepage using the login details sent to you. We will send you an e-mail on the 1st of every month notifying you of the publication of each monthly report along with a summary of the investment recommendation. You will be billed immediately upon signup. The recurring billing cycle is quarterly.
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We actually go one step further by offering a risk-free trial period for our Premium Access service—so you can kick the proverbial tires to see if it’s as good as we say it is. In the unlikely chance it doesn’t meet your full expectations, you’ll get an immediate refund. The 60 Day money back guarantee is only valid for your first billing cycle. After your first billing cycle, you can still cancel at any time for a no-questions-asked refund of your outstanding quarterly balance.
And as always, our satisfaction guarantee applies to this service. If you go ahead and become a new subscriber today, you’ll have 2 months to try out the Value Investing India Report for yourself. You’ll likely have received at least two or three opportunities to profit by then. So you’ll know exactly how well my strategy works.
And if, during that time, you don’t find my high quality investments able to provide you with increased returns and less risk, then we’ll happily refund your subscription cost, minus our 10% processing fee.
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