smifs

Stewart And Mackertich Wealth Management Ltd

NIFTY 11,687.90 25.30 (0.22%)

SENSEX 39,234.34 103.30 (0.26%)

As stated in the new circular from NSE, additional margins shall be made applicable for all equity derivatives in phases starting from 14th September 2018

Research

research

Research is the backbone for outperformance in financial services products over a period of time. Stewart &Mackertich is among the originator of research based investment practices in India since the last three decades.

A testimony to this is the fact that it has and continues to nurture one of the largest pool of leading global FII’s clients since the last two and half decades, whose criteria had always been good research. Association of marquee names in the investment world with Stewart &Mackertich decades back, was based on the strong research foundation of the company.

We believe long term wealth creation is a result of dedicated research across various underlying factors. We study the global and domestic socio-economic and political factors, commodity trends, price trends to have a clear idea on the macro developments. On a micro study, we read the annual reports, company’s offer documents, conference calls, interact with management and do plant and site visits and above all, always check the governance standards of the management. We have several quantitative and qualitative checks on a company before we recommend them for investments.

Research Philosophy

Beginning with the entire universe of shares, the stock selection process undergoes several stringent filters. The bottom up approach includes extensive research on macro & micro factors, industry/sector fundamentals & trends and a thorough competitive analysis, Assessment of individual industry / stocks through a mix of quantitative and qualitative techniques

FINANCIAL FILTERS

Return on equity, Return on capital, margin on sales, market capitalization, floating stock, liquidity, price/earnings, price/book, PEG, dividend yields, GARP, replacement costs,

NON-FINANCIAL FILTERS

Track record of the company, quality of financial information, background of promoter/group, industry demand, global market, market share, competitiveness, prudence in financial and accounting policies, compliance culture, Insiders Activity and promoters Pledge

Technical & Derivative

Technical Research is important to understand the price direction of the market and stocks, commodity and currency based on the prevailing sentiments, demand and supply with time. Stewart &Mackertich caters technical research support to traders and investors on a daily and periodical basis.

InsTech Institutional Technical Calls Periodical Technical Calls Technical Calls Tracker

Attention Investors

1. KYC: KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | 2. Prevent Unauthorized Transactions in your Demat Account: Update your Mobile Number and Email address with your Depository Participant. Receive alerts on your Registered Mobile and Email address for all debit and other important transactions in your Demat Account directly from CDSL/ NSDL on the same day.... issued in the interest of investors. | 3. Prevent Unauthorized Transactions in your Broking Account: For Stock Broking Transaction 'Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day...Issued in the interest of Investors. | 4. "Rights & Obligations of Stock Broker and Client”: Uniform Risk Disclosure Documents (for all segments / exchanges) and Guidance Note detailing Do’s and Don’ts for trading on exchanges in the vernacular languages are available on NSE website at https://www.nseindia.com/membership/content/complinc_trading_mem.htm and can be downloaded | 5. Caution towards unsolicited messages: Please Refer Exchange Circulars: BSE Notice 20171117-18 dated 17-11-2017, BSE Notice 20180515-39 dated 15-05-2018, NSE Circular- 0208/2017 dated, 17-11-2017 NSE Circular: 0080/2018 dated 15-05-2018. Beware about unsolicited messages and refer the List of symbols in which messages received, appearing on Exchange Website : https://www.nseindia.com/ and https://www.bseindia.com/. Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of unethical behaviour, systemic wrongdoing or potential frauds through the anonymous portal facility provided on BSE & NSE website. | 6. IPO: No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign the application form to authorize you bank to make payment in case of allotment. No worries for refund as the money remain in investor's account. | 7. “Stewart & Mackertich Wealth Management Limited as a Broker does not guarantee any return on investment or trading as the return on Investment and/or trading are subject to Market Risk”

Registration Numbers: Single SEBI Registration No.: NSE (Cash) NSE (F&O) NSE (CD) BSE (Cash)

BSE (F&O) BSE (CD); MCX; ICEX; :INZ000220635; CDSL & NSDL SEBI Registration No.: IN-DP-24-2015; AMFI: ARN-3080;

PMS: INP000004623: CIN-U51109WB1993PLC060987

RESEARCH ANALYST SEBI REGN. NO.: INH300001474

Regd. Office Address: 4, Lee Road, Vaibhav, 5th Floor, Kolkata – 700 020

West Bengal, India; Tel. No.: (91 33) 6634 5400, (91 33) 4011 5400; FAX: (91 33) 2289 3401

For any Grievance mail to Email: investors@smifs.com; Customer Care Email: helpdesk@smifs.com

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