₹36,000₹25,000Or the 7-day trial · ₹1,000 + GST
Investors Portfolio
An annual research service: a portfolio of listed Indian stocks, each with a stated weight, reviewed monthly, rebalanced as and when required — always with published rationale.
The Investors Portfolio is not sold on its own. It comes with the Membership, together with everything else inside it.
₹36,000₹25,000
The trial opens everything except the Investors Portfolio for 7 days. The week counts toward your year: join afterwards for the balance, ₹24,000 + GST. It is taken once.
- 3–5 years
- Monthly
- As and when required, with rationale
- Annual
A research service by Yogeshwar Vashishtha, SEBI Registered Research Analyst (Reg. No. INH000027168). Not personalised investment advice. Investment in securities market is subject to market risks; registration does not guarantee performance or assure returns.
Every holding, and the reasoning behind it.
One subscription, four parts, each issued in writing to every subscriber at once. Research reports on individual companies are a separate thing: they are published to members of the Membership, which carries this portfolio and Yogeshwar Financial Markets Mastery Program together.
The full portfolio, every holding with its weight
Every holding carries a stated weight — so you see the shape of the whole portfolio, not only its parts. The number of holdings changes as the research does.
Monthly portfolio review
The portfolio is reviewed every month. A review is a check on the reasoning, not a reason to trade.
Rebalancing as and when required, always with published rationale
Changes follow the research, not the calendar. Every rebalancing entry is published with its written rationale.
Buy / sell / reduce / add updates during the service period
When a holding is added, increased, reduced or exited during your year, the update reaches every subscriber at the same moment.
How the portfolio is laid out.
This table shows the format only — each holding with a sector and a weight — using numbered placeholders in place of securities. The live portfolio, and the number of holdings in it, is on the member desk.
Numbered placeholders that show the format only. No real security is named anywhere in this table.
| No. | Holding | Sector | Weight, as a bar | Weight % |
|---|---|---|---|---|
| 01 | Holding 01 | Private bank | 12.00 | |
| 02 | Holding 02 | IT services | 11.00 | |
| 03 | Holding 03 | Capital goods | 10.00 | |
| 04 | Holding 04 | Pharmaceuticals | 10.00 | |
| 05 | Holding 05 | Consumer staples | 9.00 | |
| 06 | Holding 06 | Power utilities | 8.50 | |
| 07 | Holding 07 | Cement | 8.00 | |
| 08 | Holding 08 | Insurance | 8.00 | |
| 09 | Holding 09 | Speciality chemicals | 7.00 | |
| 10 | Holding 10 | Metals | 6.50 | |
| 11 | Holding 11 | Telecom | 5.50 | |
| 12 | Holding 12 | Logistics | 4.50 | |
| Total · 12 holdings | 100.00 | |||
- Private bank12.00
- IT services11.00
- Capital goods10.00
- Pharmaceuticals10.00
- Consumer staples9.00
- Power utilities8.50
- Cement8.00
- Insurance8.00
- Speciality chemicals7.00
- Metals6.50
- Telecom5.50
- Logistics4.50
Sector totals are added up from the placeholder rows alongside — they are part of the same illustration.
Research opinions are general in nature and are not personalised investment advice. Investment in securities market is subject to market risks. Past performance is not indicative of future results.
AI tools may assist in research preparation; the analyst remains responsible for all research output.
This page shows no returns, no performance figures and no track record.
Published once.
Seen by everyone at the same moment.
Research is not sent to some subscribers before others. It is published to the library, with a timestamp, for all of them at once.
- Research report, or portfolio update
- Date and time, IST — recorded once, at publication
- Every active subscriber, from the same moment
- Written, and attached to every rebalancing entry
- Yogeshwar Vashishtha · SEBI RA INH000027168
- i.
One publication
Each report and portfolio update is published once, in the members’ research library. That library is the documented distribution mechanism.
- ii.
One timestamp
Every entry carries the date and time it was published, and becomes visible to every active subscriber at that same moment. No early access, for anyone.
- iii.
Rationale, in writing
Every rebalancing entry — a holding added, increased, reduced or exited — carries its written rationale.
- iv.
Signed and dated
Reports are signed and dated by Yogeshwar Vashishtha, and the rationale and working behind them are kept on record.
One year at a time.
Fee before the offer: ₹36,000. Current offer: ₹25,000
- Included in the Membership: ₹25,000 / year + GST for twelve months. The portfolio is not sold apart.
- Annual. The membership is never sold as a one-time or lifetime plan.
- Everything else inside it: Yogeshwar Financial Markets Mastery Program, the Daily Report, Screener Research, the algo platform and the research reports.
- None. There are no hidden charges — the membership fee is the whole fee.
- Online, one year at a time. Each renewal is your decision — nothing renews by itself.
Research to read. Decisions that stay yours.
A model portfolio is a published view, offered to every subscriber alike. It helps to be clear about what that makes it — and what it does not.
It is for
Long-term investors
The portfolio is built for an investment horizon of 3–5 years. It is reviewed monthly, not traded daily.
Readers of reasoning
Every change arrives with its written rationale, so you can weigh the argument and not only the conclusion.
People who decide for themselves
You make your own decisions and place your own orders, in your own account. The research informs them; it does not make them.
It is not
Not personalised advice
This is general research — the same for every subscriber. It does not take account of your income, goals, existing holdings or capacity for risk.
Not portfolio management
Yogeshwar Vashishtha is registered with SEBI as a Research Analyst only. He is not registered as a Portfolio Manager, Investment Adviser, Stock Broker or Depository Participant, and does not manage money, hold client funds or execute trades.
Not a promise
No return is promised, projected or implied. Investment in securities market is subject to market risks, and you can lose capital.
One year at a time.
Join for a year. Renew only if the research has earned it. The portfolio comes with the Membership.
The Investors Portfolio is not sold on its own. It comes with the Membership, together with everything else inside it.
₹36,000₹25,000
The trial opens everything except the Investors Portfolio for 7 days. The week counts toward your year: join afterwards for the balance, ₹24,000 + GST. It is taken once.
The Most Important Terms and Conditions (MITC) are presented to you at subscription, and your acceptance is recorded before the service begins.
- Most Important Terms & ConditionsThe terms you accept at subscription
- Investor CharterYour rights, and what to expect of a research analyst
- Risk DisclosureThe risks of investing in securities, stated plainly
- SEBI registration & disclosuresWho is registered, as what, and what that does not mean
A research service by Yogeshwar Vashishtha, SEBI Registered Research Analyst (Reg. No. INH000027168). Not personalised investment advice. Investment in securities market is subject to market risks; registration does not guarantee performance or assure returns.
This portfolio and all the rest.
The Membership carries the Investors Portfolio, Yogeshwar Financial Markets Mastery Program every weekday morning, the Daily Report, Screener Research and the algo platform — everything, for ₹25,000 / year + GST.
Fee before the offer: ₹36,000. Current offer: ₹25,000