Transform Your Financial Future with Data-Driven Insights
Expert financial research and operations research solutions to optimize your investments. Get recommendations backed by advanced analytics and proven strategies.
Our Services
Comprehensive financial solutions designed to meet your unique investment needs and help you achieve your financial goals with confidence.
Investment Advisory
Personalized investment strategies tailored to your financial goals and risk appetite.
- Portfolio Analysis & Optimization
- Risk Assessment & Management
- Asset Allocation Strategies
Market Research
Comprehensive market analysis and insights to help you make informed investment decisions.
- Daily Market Reports
- Sector Analysis
- Company Research
Stock Recommendations
Data-driven stock picks with clear entry, exit, and target price recommendations.
- Buy/Sell/Hold Recommendations
- Target Price Analysis
- Stop Loss Strategies
Options Trading
Advanced options strategies for experienced traders looking to maximize returns.
- Options Strategies
- Greeks Analysis
- Volatility Trading
Operations Research
Mathematical modeling and optimization solutions for complex financial decisions.
- Portfolio Optimization
- Risk Modeling
- Quantitative Analysis
Wealth Management
Comprehensive wealth management services for high-net-worth individuals.
- Estate Planning
- Tax Planning
- Retirement Planning
Investment Advisory
Personalized investment strategies tailored to your financial goals and risk appetite.
Key Features:
- Portfolio Analysis & Optimization
- Risk Assessment & Management
- Asset Allocation Strategies
- Market Timing Insights
- Tax-Efficient Investing
Our Process
Ready to Get Started?
Choose the service that best fits your needs, or contact us for a personalized consultation.
Select Your Investment Plan
Tailored pricing plans to suit every investor, from novices to seasoned professionals.
Monthly
Perfect for beginners exploring financial markets
Excluding taxes
What's Included:
- 2 to 3 research alerts per day through mobile app or web portal
- 1 to 2 research recommendations of BankNifty/Nifty Option per day
- 1 to 2 research alerts on Finifty every week
- Research alerts of BTST Level
- Expiry special research alerts on every weekly expiry
- Well-researched targets and stop-loss on every research alert
- Live market customer support available to all members
- Risk level - high to very high
Quarterly
Ideal for serious investors seeking comprehensive insights
Excluding taxes
What's Included:
- 2 to 3 research alerts per day through mobile app or web portal
- 1 to 2 research recommendations of BankNifty/Nifty Option per day
- 1 to 2 research alerts on Finifty every week
- Research alerts of BTST Level
- Expiry special research alerts on every weekly expiry
- Well-researched targets and stop-loss on every research alert
- Live market customer support available to all members
- Risk level - high to very high
Half Yearly
Perfect for mid-term investment strategies
Excluding taxes
What's Included:
- 2 to 3 research alerts per day through mobile app or web portal
- 1 to 2 research recommendations of BankNifty/Nifty Option per day
- 1 to 2 research alerts on Finifty every week
- Research alerts of BTST Level
- Expiry special research alerts on every weekly expiry
- Well-researched targets and stop-loss on every research alert
- Live market customer support available to all members
- Risk level - high to very high
Yearly
Complete solution for long-term investment success
Excluding taxes
What's Included:
- 2 to 3 research alerts per day through mobile app or web portal
- 1 to 2 research recommendations of BankNifty/Nifty Option per day
- 1 to 2 research alerts on Finifty every week
- Research alerts of BTST Level
- Expiry special research alerts on every weekly expiry
- Well-researched targets and stop-loss on every research alert
- Live market customer support available to all members
- Risk level - high to very high
Why Choose Our Plans?
Secure & Compliant
SEBI registered and fully compliant with all regulations
Flexible Upgrades
Start with Monthly and upgrade as your needs grow
Proven Results
Track record of 85%+ successful recommendations
Need a custom solution? We offer enterprise packages for institutions and family offices.
Our Expertise
Years of experience, cutting-edge tools, and proven methodologies combined to deliver exceptional results for our clients.
Financial Markets
Deep expertise in equity markets, derivatives, commodities, and forex trading
Tools & Technologies
Skills Proficiency
Ready to Leverage Our Expertise?
Let our team of certified professionals help you achieve your financial goals with proven strategies and cutting-edge analytics.
Frequently Asked Questions
Find answers to common questions about our services, pricing, and investment process. Can't find what you're looking for? Use the contact form below.
General Questions
We combine traditional investment wisdom with cutting-edge technology, including operations research and advanced analytics. Our advisors provide data-driven insights backed by mathematical models and proven strategies, ensuring superior risk-adjusted returns for our clients.
We serve a diverse range of clients including individual retail investors, high-net-worth individuals (HNIs), family offices, and institutional clients. Our services are tailored to meet the specific needs of each client segment, from beginners to sophisticated investors.
We employ bank-grade security measures including 256-bit SSL encryption, multi-factor authentication, and secure data storage. Your investment data is protected by industry-leading cybersecurity protocols, and we never store sensitive financial information on our servers.
Investment Process
Our recommendations are generated through a comprehensive process involving fundamental analysis, technical analysis, quantitative modeling, and operations research techniques. We use advanced algorithms, machine learning models, and our team's expertise to identify high-probability investment opportunities.
Our historical success rate is approximately 85% for stock recommendations and 78% for options strategies. However, past performance doesn't guarantee future results, and all investments carry inherent risks. We provide detailed risk assessments with every recommendation.
Pro plan subscribers receive daily market analysis and recommendations, while Pro Max subscribers get real-time alerts and personalized recommendations. Free plan users receive weekly updates with limited recommendations. The frequency can be customized based on your preferences.
Yes, every recommendation comes with clear entry price, stop-loss, and target price levels. We also provide risk-reward ratios and position sizing suggestions to help you manage your portfolio effectively and minimize downside risk.
Still Have Questions?
Get in touch with us for personalized assistance and detailed answers.
Email Support
Response within 4 hours
Live Chat
Instant response
Phone Support
Pro Max subscribers
info@trading-wealth.com
Phone
7208655327
Business Hours
Mon-Fri: 9:00 AM - 6:00 PM IST