Choose Your Trading Strategy
Compare our strategies to find your perfect fit
Long-Term Investment
AARD Core Index
₹609/Month or ₹1,830/Quarter
Strategy Type
Asset Allocation Strategy - Low-cost Index ETF Asset Allocation
Volatility Profile
High Volatility with Growth Focus
Investment Horizon
Ideal for 7+ year investment timelines
Portfolio Turnover
Minimal - Infrequent Rebalancing
Cost Efficiency
Lower expense burden vs. active management
Why Choose AARD Core Index?
- Growth-oriented strategy with downside cushioning
- Benefit from Sector Rotation and high RS
- Jenson's Alpha at Core of Strategy
- Captures entire market opportunity across large, mid, and small-cap segments
- Strategic debt allocation provides liquidity buffer and portfolio ballast during corrections
- Mid and small-cap tilt positions portfolio to benefit from economic expansion cycles
- Large-cap allocation to top-100 companies provides stability during downturns
- Manages volatility better than pure equity strategies while maintaining upside capture
- Passive index-based approach eliminates manager selection risk
- Minimal turnover with infrequent rebalancing reduces costs
- Eliminates timing decisions across market segments
- Perfect for long-term wealth creation where short-term volatility becomes noise
Active Trading
SwingX
₹6,355/Quarter
Approach
Stock-specific reports only
Management
Manual. Subscribers take discrete buy/sell actions at their own pace
Customisation
High flexibility. Choose position sizes and allocation freely
Transparency
Less insight into allocation. Reports not tracked dynamically
Portfolio Turnover
Depends on Subscriber
What You Get
- Up to 2 reports every month
- Buy Zone, Stop Loss, Targets & Timeframe
- Detailed rationale for each pick
- Favourable Chart Patterns analysis
- MACD, RSI and RS Analysis
- Stage 2 Analysis
- Fundamental metrics review
- Capital Advised: ₹10 lacs
- Position Sizing: 2% per trade, 8-10% Stop Loss
- WhatsApp & Zoho WorkDrive delivery
- WhatsApp Community access
Smart Quant
₹2,515/Month or ₹7,544/Quarter
Approach
Ready To Invest Model Portfolio
Management
Systematic with frequent rebalances. RA provides proactive updates
Customisation
Limited. Model portfolio approach with standardised basket
Transparency
Full visibility into weights and periodic changes
Portfolio Turnover
High Churn
Strategy Highlights
- Swing trading, quant-driven approach
- Relative strength frameworks with RRG analysis
- Stocks with favourable RSI & MACD signals
- Market cap above ₹2,500 crore for liquidity
- Strict stop losses via regular rebalances
- Combination of diversified ETFs and select stocks
- High-turnover, high-volatility strategy
- Subscriber Meet-ups & WhatsApp Community
- Rebalance Updates via WhatsApp and Email
AARD Ideas 2030 Theme
₹458/Month
Strategy Type
Rules-based thematic ETF strategy with equal-weight discipline
Volatility Profile
Low Volatility with diversified theme allocation
Investment Horizon
Ideal for 5-7 year investment timelines
Rebalancing
Quarterly rebalancing with systematic profit-booking
Diversification
Currency hedging via US exposure + inflation protection through gold/silver
Why Choose AARD Ideas 2030 Theme?
- Top-down sectoral selection with equal-weight discipline
- Six high-conviction domestic themes: Defense, Capital Markets, Pharma, Metals, Financial Services
- International equities and precious metals hedging
- Eliminates behavioral biases through systematic profit-booking and accumulation
- Complete transparency, low costs, and high liquidity
- Exceptional replicability without stock-specific risk
- Targets long-term capital appreciation from India's structural transformation
- Manages concentration risk through disciplined diversification
- Suitable for high risk appetite and comfort with 15-25% drawdowns
- Currency diversification through US exposure
- Inflation protection via gold and silver allocation
Microcap Marvels
₹15,000/Year
Approach
SME and Microcap Stock-specific reports only
Management
Manual. Subscribers take discrete buy/sell actions at their own pace
Customisation
High flexibility. Choose position sizes and allocation freely
Transparency
Less insight into allocation. Reports not tracked dynamically
Portfolio Turnover
Depends on Subscriber
What You Get
- Up to 2 reports every month
- Buy Zone, Stop Loss, Targets & Timeframe
- Detailed rationale for each pick
- 5-year investment timeframe focus
- Companies that are profitable
- Companies that are fairly valued
- Companies generating positive cashflows
- Not advisable for anyone looking to allocate more than 20% of portfolio into SMEs
- Not suitable for trading in SMEs
- WhatsApp & Zoho WorkDrive delivery
- WhatsApp Community access