How Our Advisory Relationship Works
Shagun Capital is a SEBI-registered Investment Advisor. We advise, not handle funds. Our relationship is built on transparency and direct ownership.
Which money should you invest with us
We recommend investing money that you can commit for a minimum of 5 years, if not more.
Never borrow money to invest in equities. Leverage can be catastrophic in volatile market cycles.
Minimum commitment expected (Rs. 20 Lakhs, special fee for over Rs. 2 crores).
For young or aspiring investors nearing the 20L mark in the next two years, we advise beginning with a small allocation (10–15% of net worth) to build institutional trust and observe our methodology first-hand.
How the advisory relationship works
Shagun Capital is a SEBI-registered Investment Advisor. We advise, not handle funds. Our relationship is built on transparency and direct ownership.
Dedicated Account
Assets remain in your name. We guide the strategy while you maintain absolute custodial control over your capital.
Portfolio Construction
We meticulously curate a 10–15 stock portfolio over a 6–9 month period, ensuring entry points are optimized for long-term compounding.
Quality Guarding
Ongoing monitoring ensures quality remains non-negotiable. Complete visibility of all trades and holdings at all times.
"Our responsibility is to guide and protect; the ownership and final execution authority always stays with you."
Ongoing communication & reviews
Clear and consistent communication is the bedrock of our partnership. We move beyond standard reports to provide deep intellectual context.
Detailed Portfolio Reviews
Investment Environment Views
Written Insights & Special Communications
Confidentiality & privacy
Privacy is non-negotiable. At Shagun Capital, your identity and portfolio details are treated with institutional-grade security and complete human discretion.
We do not share any data with third-party marketers or institutions. Your information is held in the strictest confidence, as we believe discretion is a core component of premium advisory.
"We would like to treat our partners as we would like to be, if the positions were reversed."
— Warren Buffett
Our fee philosophy
Interests aligned. We earn when you earn. We invest our own money in the same stocks we recommend to you.
Flat Advisory Fee
Transparent, straightforward annual retainer for comprehensive portfolio guidance.
Tiered Slab Structure
Scaling with your success, ensuring we remain focused on long-term growth.
Absolutely no upfront commissions, exit loads, or hidden charges. Our only incentive is the appreciation of your capital.