Yes, re2p Capital Partners is a SEBI registered Research Analyst. Our registration number is INH000025498 and this can be verified through SEBI website directly.
re2p offers a long-only, concentrated model portfolio for investors with high-risk appetite. We offer only a single model portfolio and this is our only product offering. Our model portfolio is expected to contain between 2 to 10 NSE listed securities at any given point in time. We do not offer any portfolio customization, single stock recommendations etc. The maximum drawdown for our model portfolio is expected to be around 40%, so only investors who are comfortable with a high level of volatility should subscribe to our model portfolio.
re2p model portfolio would be a good fit for investors with following criteria : Minimum investment amount - INR 50 lakh, Minimum holding period - 3 years, Patient and disciplined, Not looking for quick returns, interested in long term wealth creation. Ideally, the capital you allocate to our model portfolio for first 2 years should not exceed 30% of your liquid net worth, for prudent risk management and diversified asset allocation.
Any equity, ETF listed on NSE or BSE, which satisfies our investment criteria. Rebalancing is on need basis, so there is no specific time duration after which rebalancing is done. We strive to keep churn to a minimum to reduce unwanted transaction costs and tax implications for our subscribers. On an average, one can expect rebalancing to be done on a monthly basis.
Please do NOT subscribe to re2p model portfolio if you are looking for - quick returns, highest returns, investment capital less than INR 50 lakh, expected holding period less than 3 years, sure-shot, jackpot, guaranteed returns, F&O trades, high risk bets, stock tips, BTST/STBT, F&O calls, futures trades, MTF trades, multi-baggers, leveraged bets etc. We DONT have any telegram groups etc. We are NOT present on any other stock platform apart from our own website. In case you come across any such digital presence, please send an email to info@re2p.com to us for necessary action.
We are NOT yet enrolled with Care PaRRVA agency and hence have no verified performance data. As soon as our enrollment with Care Parrva is completed, we will be able to share the verified performance metrics with our investors.
a. We have a limited knowledge of a very small portion of the financial markets.
b. Hence we consider ourselves unqualified to offer opinions on individual stocks or on overall markets.
c. There is surplus supply of experts on TV, print, digital media, ChatGPT etc. available globally that you can tap into.
No, you cannot share the model portfolio, rebalancing updates etc. with non-members as bound by our NDA and terms of use. Slippage, impact and transaction costs are key variables which significantly eat into the portfolio returns. Unauthorized disclosure and resultant infusion of non-member liquidity, has a significant negative impact on the returns of our member portfolios.
a. We are living in a extremely volatile macro environment, so equity prices will fluctuate quite a bit.
b. In current volatile conditions, any stock can fall by 50% at any given point in time.
c. We don't have the capability to perfectly catch the bottom or top of a stock.
d. We aim to buy at an attractive price and hope to sell for a reasonable return.
e. So if you cannot handle volatility, our model portfolio is not for you.
f. We do not offer any telephone support on this issue, as we have zero insight into why a stock price may go up or down.
a. Financial history teaches us that borrowing funds to invest in stock markets is a quick, easy and certain path to bankruptcy.
b. In current volatile conditions, any stock can fall by 50% at any given point in time.
c. So NEVER borrow funds for investment. Invest ONLY those surplus funds that you don't need for next 3 years minimum.
All rebalance changes are optional. We only provide research inputs for your consideration. Please consult your investment advisor before acting on any research inputs. If you are uncomfortable with any suggested rebalance changes, you can skip them. But please note that skipping multiple rebalance changes can cause your portfolio performance to significantly deviate from that of the model portfolio.
re2p is primarily focused on HNI's, Family Offices and Institutional clients. Given our small team, we would like to work with a limited set of retail clients, who understand, align with and appreciate our investment philosophy.
The Client/Subscriber may cancel the subscription at any time by sending a cancellation request from their registered email ID to support@re2p.in. We may take up to three (03) business days to process your cancellation request. Cancellation becomes effective at the end of the current billing month.Refunds are provided only for unused full months remaining after cancellation takes effect. No breakage fee or penalty is charged by the RA. All billing and refunds are calculated in full-month units only. Any started month is considered consumed and is not refundable. No per-day or date-based proration is applied. In addition, you can opt for non-renewal of your subscription after the expiry of current subscription.
We do not offer single stock research services, customization of portfolios and review of existing portfolios. We have only 1 product ie our model portfolio, which is suitable for investors with high-risk appetite.
Subscribers are notified via email and WhatsApp about updates to model portfolio. The notification serves as an alert for the release, and subscribers must log in to the website to access the model portfolio and view the rebalance changes.