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Registered
INVESTMENT ADVISOR

Management Team with
IIM Background

Certified
Professionals

A Simplified Investment Process

products
& Pricing

Growth and Value Strategies Realised

Customised Investment Advisory products aimed to support your financial transformation goals..

Direct Equity

Behatar Hai
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Past Performance

S.No. Stock Name Abs Returns Annualised Returns Buy Date Buy Price Sell Date Sell Price Period
1 Bajaj Fin. 162.06% 99.00% 03-03-2017 1032.33 26-07-2018 2705.34 1.40
2 Maruti Suzuki 38.53% 12.53% 17-11-2016 4939.55 2.76
3 HDFC Bank 76.91% 23.15% 22-11-2016 1196.89 05-02-2019 2117.45 2.74
4 Infosys 43.54% 24.01% 14-12-2017 504.45 1.68
5 Bajaj Finserv 56.21% 22.70% 15-06-2017 4103.8 05-02-2019 6410.45 2.18
6 Inox Leisure 21.09% N.A 07-08-2018 215.5 04-02-2019 260.95 0.50
7 PC Jeweller 154.28% N.A 25-10-2018 48.49 07-05-2019 123.3 0.53
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Financial Power to You
Economical Fee Structure

  • 01.Zerodha offers broking services at Zero Cost
    for Delivery of Securities.1
  • 02.Our RIA service is nearly 50% Cheaper
    than EMF services.2
  • 03.You have the freedom to choose
    your Own Broker for execution of trades.3
  • 04.Dedicated SEBI Registered Investment
    Advisor (RIA) support.4
  • 05.Fully Online & Automated services
    for execution of trades.5
Notes:
  1. For information purpose only. Please check with zerodha about their latest brokerage terms at the time of your subscription.
  2. Effective fee charged by Equity MF schemes is assumed at 3%, as against 1.5% (year beginning fee) of GVSR. There is a further gain of 10%-15% for investors, since Advisor’s fee is tax deductible expense, whereas EMF fee is not. This results in overall cost deduction of 50%.
  3. You can choose your broker either as Zerodha or Motilal Oswal or any other third party broker of your choice. NRIs can open online accounts even from USA/Canada.
  4. Available for Steadfast Clients only.
  5. Available with Zerodha only, through our Business Associates/Affiliates.

Value Strategy

Select All
  • No. of Sectors :

    0
  • No. of Stocks :

    0
  • Base Price : INR (Billed Annually)

    0
  • Automotive
    Automotive
    Automotive icon

    Batteries

    Tubes

    Tyres

    Automobiles - LCVs/HCVs

    Automobiles - 2 & 3 Wheelers

    Auto Ancillaries

    Automobiles - Cars

    100/- PM

    1
  • Engineering
    Engineering
    Automotive icon

    Casting

    100/- PM

    0
  • Miscellaneous
    Miscellaneous
    Automotive icon

    Rating

    Travel & Tourism

    Cigarettes

    Miscellaneous

    Security & Intelligence

    100/- PM

    0
  • Technology
    Technology
    Automotive icon

    Software

    Software & Outsourcing

    100/- PM

    1
  • Banking & Finance
    Banking & Finance
    Automotive icon

    NBFCs - Investments

    Banks - Private Sector

    NBFCs - Lending & Finance

    Housing Finance

    Insurance

    100/- PM

    2
  • Food & Beverages
    Food & Beverages
    Automotive icon

    Processing

    Food

    Beverages

    Tea

    100/- PM

    0
  • Oil & Gas
    Oil & Gas
    Automotive icon

    Gas

    100/- PM

    0
  • Energy & Power
    Energy & Power
    Automotive icon

    Power

    100/- PM

    0
  • Cement & Construction
    Cement & Construction
    Automotive icon

    Cement

    Sanitaryware

    100/- PM

    0
  • Manufacturing
    Manufacturing
    Automotive icon

    Diversified

    Textiles

    Fasteners

    Engines

    100/- PM

    0
  • Pharma & Healthcare
    Pharma & Healthcare
    Automotive icon

    Bulk Drugs

    Biotechnology

    Formulation

    Pharmaceuticals

    Multinational

    100/- PM

    3
  • Telecom
    Telecom
    Automotive icon

    Telecommunication Service

    Telecomm Equipments

    100/- PM

    0
  • Chemicals
    Chemicals
    Automotive icon

    Chemicals

    Paints

    Plastics

    Agro Chemicals

    Chemicals - Others

    100/- PM

    0
  • Media & Entertainment
    Media & Entertainment
    Automotive icon

    Entertainment

    100/- PM

    0
  • Retail & Real Estate
    Retail & Real Estate
    Automotive icon

    Retailing

    Real Estate

    Turnkey

    100/- PM

    0
  • Infrastructure
    Infrastructure
    Automotive icon

    Infrastructure - Others

    Capital Goods

    Cables

    Construction

    Heavy

    100/- PM

    1
  • Consumer Goods
    Consumer Goods
    Automotive icon

    Leather Products

    White Goods

    Personal Care

    Electrical & Electronics

    Textiles & Apparels

    100/- PM

    0
  • Metals & Mining
    Metals & Mining
    Automotive icon

    Mining

    100/- PM

    0
  • Services
    Services
    Automotive icon

    Hospitals & Medical Services

    Transport

    Hotels

    Diamonds & Jewellery

    100/- PM

    0
  • Transport & Logistics
    Transport & Logistics
    Automotive icon

    Trading

    Logistics

    100/- PM

    0
Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support

* All Inclusive; Billed Annually.

* DIY: Do It Yourself.

* Brokerage and Demat charges are separate and as per investor's agreement with broking firm.

Growth Strategy

  • G^ Basic

    500.00/- PM

    Upto 10 Securities

  • G^ Standard

    1,500.00/- PM

    Upto 25 Securities

  • G^ Premium

    2,500.00/- PM

    Upto 50 Securities

  • G^ Custom

    Category Based

G^ Basic :

` 6,000.00/-

(Billed Annually)

Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support

G^ Standard :

` 18,000.00/-

(Billed Annually)

Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Sector Diversification
  • Email Support

G^ Premium :

` 30,000.00/-

(Billed Annually)

Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Sector Diversification
  • Risk Strategy
  • Stock Level Performance Reporting
  • Portfolio Advisory
  • Email Support
  • Telephone support
  • RIA Support
  • Trade Execution Support
  • Multi Asset Allocation
Select All
  • No. of Sectors :

    0
  • No. of Stocks :

    0
  • Base Price : INR (Billed Annually)

    0
  • Automotive
    Automotive
    Automotive icon

    Batteries

    Tubes

    Tyres

    Automobiles - LCVs/HCVs

    Automobiles - 2 & 3 Wheelers

    Auto Ancillaries

    Automobiles - Cars

    100/- PM

    4
  • Engineering
    Engineering
    Automotive icon

    Casting

    100/- PM

    0
  • Miscellaneous
    Miscellaneous
    Automotive icon

    Rating

    Travel & Tourism

    Cigarettes

    Miscellaneous

    Security & Intelligence

    100/- PM

    0
  • Technology
    Technology
    Automotive icon

    Software

    Software & Outsourcing

    100/- PM

    1
  • Banking & Finance
    Banking & Finance
    Automotive icon

    NBFCs - Investments

    Banks - Private Sector

    NBFCs - Lending & Finance

    Housing Finance

    Insurance

    300/- PM

    3
  • Food & Beverages
    Food & Beverages
    Automotive icon

    Processing

    Food

    Beverages

    Tea

    100/- PM

    0
  • Oil & Gas
    Oil & Gas
    Automotive icon

    Gas

    100/- PM

    0
  • Energy & Power
    Energy & Power
    Automotive icon

    Power

    100/- PM

    0
  • Cement & Construction
    Cement & Construction
    Automotive icon

    Cement

    Sanitaryware

    100/- PM

    0
  • Manufacturing
    Manufacturing
    Automotive icon

    Diversified

    Textiles

    Fasteners

    Engines

    100/- PM

    0
  • Pharma & Healthcare
    Pharma & Healthcare
    Automotive icon

    Bulk Drugs

    Biotechnology

    Formulation

    Pharmaceuticals

    Multinational

    500/- PM

    6
  • Telecom
    Telecom
    Automotive icon

    Telecommunication Service

    Telecomm Equipments

    100/- PM

    0
  • Chemicals
    Chemicals
    Automotive icon

    Chemicals

    Paints

    Plastics

    Agro Chemicals

    Chemicals - Others

    100/- PM

    1
  • Media & Entertainment
    Media & Entertainment
    Automotive icon

    Entertainment

    100/- PM

    0
  • Retail & Real Estate
    Retail & Real Estate
    Automotive icon

    Retailing

    Real Estate

    Turnkey

    100/- PM

    0
  • Infrastructure
    Infrastructure
    Automotive icon

    Infrastructure - Others

    Capital Goods

    Cables

    Construction

    Heavy

    100/- PM

    0
  • Consumer Goods
    Consumer Goods
    Automotive icon

    Leather Products

    White Goods

    Personal Care

    Electrical & Electronics

    Textiles & Apparels

    100/- PM

    0
  • Metals & Mining
    Metals & Mining
    Automotive icon

    Mining

    100/- PM

    0
  • Services
    Services
    Automotive icon

    Hospitals & Medical Services

    Transport

    Hotels

    Diamonds & Jewellery

    100/- PM

    0
  • Transport & Logistics
    Transport & Logistics
    Automotive icon

    Trading

    Logistics

    100/- PM

    0
Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support

* All Inclusive; Billed Annually

* Brokerage and Demat charges are separate and as per investor's agreement with broking firm.

* The term Accelerator refers to stocks with potential for outperformance only.

  • G^ Basic

    400.00/- PM

    Upto 5 Schemes

  • G^ Standard

    800.00/- PM

    Upto 10 Schemes

  • G^ Custom

    Category Based

G^ Basic :

` 4,800.00/-

(Billed Annually)

Buy Pack
Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support
  • Multi Asset Allocation

G^ Standard :

` 9,600.00/-

(Billed Annually)

Buy Pack
Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support
  • Telephone support
  • RIA Support
  • Multi Asset Allocation

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features

G^ Custom :

` 0.00/-

(Billed Annually)

Buy Pack
Product Features
Select All
  • No. of Funds :

    0
  • No. of Mutual fund Schemes :

    0
  • Base Price : INR (Billed Annually)

    0
  • EQUITY FUNDS ( 1 )
    Fixed income Funds

    ELSS

    EQUITY

    Dividend Yield

    Value

    Small Cap

    Large Cap

    Multicap Fund

    Focused

    Contra

    Mid Cap

    Smith

    0/- PM

    3 MONTHS FREE
  • THEMATIC FUNDS ( 3 )
    Fixed income Funds

    Banking & Financial Services

    Infrastructure

    Manufacturing

    Technology

    Media & Entertainment

    Pharma & Healthcare

    Power & Energy

    0/- PM

    3 MONTHS FREE
  • FIXED INCOME/DEBT FUNDS ( 2 )
    Fixed income Funds

    DEBT

    Medium Duration

    Dynamic Bonds

    Gilt Funds- ST

    Long Duration

    Ultra Short Duration

    Corporate Bonds

    LIQUID

    STP

    Gilt Funds - LT

    Banking & PSU Bonds

    MIP

    BOND

    Money Market

    Floater

    Credit Risk Bonds

    GILT

    Low Duration

    0/- PM

    3 MONTHS FREE
  • HYBRID FUNDS ( 0 )
    Fixed income Funds

    Arbitrage

    Dynamic Asset Allocation/Balanced Advantage

    Equity Savings

    BALANCED

    Multi Asset Allocation

    EQUITY

    100/- PM

  • INDEX FUNDS/ETFs ( 0 )
    Fixed income Funds

    Index Funds/ETFs

    0/- PM

    3 MONTHS FREE
  • COMMODITY FUNDS ( 1 )
    Fixed income Funds

    FOF

    EQUITY

    DEBT

    0/- PM

    3 MONTHS FREE
  • RETIREMENT FUNDS ( 1 )
    Fixed income Funds

    DEBT

    EQUITY

    ELSS

    0/- PM

    3 MONTHS FREE
  • CHILDREN's FUNDS ( 1 )
    Fixed income Funds

    DEBT

    EQUITY

    0/- PM

    3 MONTHS FREE
  • FOF ( 0 )
    Fixed income Funds

    FOF

    0.1/- PM

Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Email Support

* All Inclusive; Billed Annually

* Brokerage and Demat charges are separate and as per investor's agreement with broking firm.

Growth Strategy

  • G^ Basic

    16,666.67/- PM

G^ Basic :

` 200,000.00/-

(Billed Annually)

Product Features
  • Investment Calls
  • Base (Model) Portfolio
  • Asset Class
  • Strategy
  • Sector Diversification
  • Risk Strategy
  • Stock Level Performance Reporting
  • Portfolio Advisory
  • Email Support
  • Telephone support
  • RIA Support
  • Trade Execution Support
  • Multi Asset Allocation

* All Inclusive; Billed Annually

* Brokerage and Demat charges are separate and as per investor's agreement with broking firm.

A Simplified Investment Process

A Simplified
Investment Process

Is your investment strategy process driven or prediction driven ?

Markets can neither be predicted nor controlled. The only thing that you can control and strengthen for potentially better investment outcomes is your investment process…

01. SELF-ASSESSMENT : ARE YOU LOSING YOUR WAY UP ON THE WEALTH FRONT? CHECK IT OUT.

More often than not, individuals (similar to nations), get into ‘Middle Income Trap’, after experiencing initial high growth in their earnings and are unable to ‘get ahead’ in a substantive way in their lives on the wealth creation/ wealth preservation front...

POTENTIAL CAUSES OF THE MIDDLE-INCOME TRAP:

It's not about ‘Stocks or Bonds or Gold or Real Estate’ but about one’s earnings growth (net of taxes) in real terms, adjusted for inflation! Some of the typical symptoms of a ‘Middle Income/ Mass Affluent Trap’ include the following:

Status Quo (Middle-Income trap)
Financial Transformation Journey
  • Savings only led stagnation.
    Investment led earnings growth.
  • Short-term/ trading focused.
    Multi-year (multi decade) Investment focused.
  • Cultural bias towards non-financial assets such as Gold and Real Estate.
    Progressive, asset allocation based and diversification focused.
  • No long-term financial goals and investment plans in place.
    Has financial transformation goals & investment plans in place.
  • Lack of discipline w.r.t investing.
    Has ‘culture of discipline’ in investing.
  • Depends on ‘Savings’ channels for generation of regular income.
    Invests in bond markets, even for production of fixed income.
  • Completely risk averse and plays ‘too safe’.
    Seeks risk-adjusted returns & believes that playing too safe is ‘in fact’ risky.
  • No ownership; depends on chance.
    Takes active ‘ownership’ of aspirational wealth goals and investment plans.
  • Lack of financial awareness.
    Is more aware of ‘Power of Investing’ for long-term growth.
  • Prone to Behavioral biases.
    Seeks professional investment advisory support from ‘Trusted RIA’.
  • Prone to ‘fear’ and ‘greed’ that accompany volatility in stock markets.
    Is more systematic and discipined in investing matters.

02. Market Assessment : Markets can neither be predicted nor be controlled, but...

You should get a sense/assessment of the
current market situation.
Diversification through investment in different asset classes
helps in reducing overall portfolio risk.

03. Objectives, Risks & Returns Assessment : So, What's your aspirational wealth goal ?

1. MBC ( Main Banunga Crorepati )
2. MND ( Millionaire Next Door )
MBC CALCULATOR1

10,000,000

15%

MND CALCULATOR2

70,000,000

15%

04. Growth (G^) Vs Value (V) Strategies : Get an idea about Growth and Value Strategies.

GROWTH STRATEGY (G^)
VALUE STRATEGY (V)
  • Underlying Company is experiencing high SALES and/or EARNINGS growth
    Typically under-valued/stocks; businesses going through temporary upheavals;
  • Typically has Higher Valuation Ratios (such as P/E, P/B.V. etc)
    Lower Valuation Ratios (such as P/E, P/B.V. etc)
  • High momentum in stock price as witnessed in recent past returns
    Out of favour/under-performing in the recent past
  • Stronger ROE/ROCE ratios
    Weaker ROE/ROCE ratios.
  • Requires Capital to support Growth
    Company’s Business and/or Industry growth has tapered off
Note: There are many perspectives on Growth Vs Value; There are many variants/strategies followed by fund managers – these are for illustration purposes only; Both strategies have historically provided opportunities for capital gains over varying periods of time.

05. Periodic Assessment : Be engaged with your Wealth Advisor from time to time.

Review and Rebalance your portfolio from time to time.

Assess your CAGR returns over a span of 5-10 years and not on quarterly basis.

Assess your tax and inflation adjusted returns and take mid-course corrections, as needed.

Need help in choosing the
right investment plan(s)?
Call us now at +91- (0) 40- 47766644/466

We shall be happy to assist you in getting started.

A Simplified Investment Process

Customer
Success

It’s not about us, It is about our Customers' Success

* Verified by Independent Chartered Accountant.

~ Venkatram B, Chennai

I am relieved to have entrusted GVSR with investment of my savings; their affordable fee structure, sound investment principles and work  ethics are so comforting.

~ Mohini Rajeswari N, Hyderabad
We have transferred our burden of investing to GVSR for a small fee for the better overall quality of life.
~ Shreelakshmi CH, Hyderabad
I would strongly recommend GVSR for realizing financial goals.
~ Padma M, Chennai
No worry on thinking how the money will grow, it is in safe hands.
~ Sumita Lal, Hyderabad

Trusted investment advisor, very professional client service and good returns.

~ Nagesh Saripella, USA
My investments are growing approximately 20% per annum under the guidance of GVSR. My awareness and understanding of investments and capital markets have gone up too.
~ Dilip Chandra G, Hyderabad

I have stopped to do it myself in financial matters. Investing in GVSR cap is best decision i have ever made.

~ Sripathi N, USA
Choosing GVSR  as my financial advisor is one of the best decisions. I have made in the recent past.
~ Aruna Prasanthi B, Hyderabad

I am very happy to have chosen GVSR as my Wealth Advisors. I found them to be trustworthy and their client service has been very professional. 

~ Fatima, Hyderabad
A refreshing experience to deal with an advisor who is immensely passionate, intensely professional and intently performance oriented"

~ Aiswaraya, New Delhi

At GVSR, they help you achieve your financial goals by providing holistic advise on all your financial needs. With experts providing investment guidance and portfolio advise, it is a great place to start investing. 

~ Naveen Kumar, Hyderabad

Amazing...the content and flow are very nice. A lot of information is provided but nowhere felt heaviness in the site. The entire website has come like a fresh natural painting done by 'nature' itself. Congratulations and all the best.

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