Stocksbazaar AUA Service

Sr. No.	Received from	Pending at The end of last month	Received	Resolved	Total Pending	Pending complaints > 3months	Average Resolution time (in days)
1.	Directly from Investors	0	0	0	0	0	0
2.	SEBI (SCORES)	0	0	0	0	0	0
3.	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

Trend of monthly disposal of complaints

Sr. No.	Month	Carried forward from previous month	Received	Resolved	Pending
1.	April, 2025	0	0	0	0
2.	May, 2025	0	0	0	0
3.	June, 2025	0	0	0	0
4.	July, 2025	0	0	0	0
5.	Aug, 2025	0	0	0	0
6.	Sep, 2025	0	0	0	0
7.	Oct, 2025	0	0	0	0
8.	Nov, 2025	0	0	0	0
9.	Dec, 2025	0	0	0	0
10.	Jan, 2026	0	0	0	0
11.	Feb, 2026	0	0	0	0
12.	March, 2026
	Grand Total

Trend of annual disposal of complaints

Sr. No.	Year	Carried forward from previous year	Received	Resolved	Pending
1.	2018-19	0	0	0	0
2.	2019-20	0	0	0	0
3.	2020-21	0	0	0	0
4.	2021-22	0	0	0	0
5.	2022-23	0	0	0	0
6.	2023-24	0	0	0	0
7.	2024-25	0	0	0	0
	Grand Total	0	0	0	0

Details of designation	Contact Person Name	Address where the physical address location	Contact No.	Email-ID	Working hours when complainant can call
Customer Care	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Head of Customer Care	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Compliance Officer	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
CEO	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM
Principal Officer	Akhilesh Jain	Energy House 51, Mahadev Totla Nagar Bengali sq Indore-452016	9826424849	ehresearchindia@gmail.com	10 AM- 6 PM

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under:

Sr.No	Financial Year	Compliance Audit Status	Remarks, If any
1	FY 2020-21	Conducted	No adverse remark from auditor
2	FY 2021-22	Conducted	No adverse remark from auditor
3	FY 2022-23	Conducted	No adverse remark from auditor
4	FY 2023-24	Conducted	No adverse remark from auditor
5	FY 2024-25	Conducted	No adverse remark from auditor

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Sr. No.	Company	Price On 9/8/2020 (Rs.)	Quantity	Investment in each company (Rs.)	% of Portfolio	Current Price (21/1/2022)	Total (Rs.)
1	Tata Elxsi	1668	90	150120	6.9	7195	647550
2	Globus Spirits	326	350	114100	5.3	1613	564550
3	Dynemic Products	240	750	180000	8.3	602	451500
4	Central Depository Services (CDSL)	525	250	131250	6.1	1590	397500
5	Hikal Limited	167	750	125250	5.8	401	300750
6	Shaily Engineering Plastic	799	130	103870	4.8	1893	246090
7	Tech Mahindra Ltd.	838	140	117320	5.4	1594	223160
8	Infosys Ltd.	1154	120	138480	6.4	1786	214320
9	ITL Industries	87	1300	113100	5.2	154	200200
10	HCL Technologies Ltd.	843	160	134880	6.2	1168	186880
11	HIL Ltd.	2044	40	81760	3.8	4636	185440
12	Deepak Nitrite	840	70	58800	2.7	2495	174650
13	Wim Plast Ltd.	388	330	128040	5.9	491	162030
14	SBI Life Insurance Company	759	120	91080	4.2	1238	148560
15	Aarti Drugs (3:1 bonus)	179	280	50120	2.3	495	138600
16	Alkyl Amines Chemicals (FV splitted 5 to 2)	1553	37	57461	2.7	3495	129315
17	Poly Medicure	489	110	53790	2.5	898	98780
18	Huhtamaki India	296	425	125800	5.8	211	89675
19	Granules India	392	275	107800	5.0	318	87450
20	Vinati Organics	1178	40	47120	2.2	2124	84960
21	Suven Pharmaceuticals Ltd.	396	125	49500	2.3	536	67000
			Invested	2159641		Current Value	4798960

Disclaimer: - The past performance cannot be an indication of future trends.

5 Categories of Dynamic Model Portfolios

Name of Dynamic Model Portfolio.	Details	Suitable for Risk Profile Score of
Multi-bagger Growth Stocks Model Portfolio	Includes stocks of companies trying to grow aggressively, for serious investors desirous of building up a multi-bagger portfolio, applicable for Moderate Risk takers.	> 37
Value Stocks Model Portfolio	Includes companies with short / medium term value - the stocks available at low prices v/s their present intrinsic worth, applicable for Medium Risk takers/ for persons having longer experience of equities.	> 43
Consistent Growth Stocks Model Portfolio	Includes stocks of well established, proven companies trying to grow consistently, for serious investors desirous of building up a safer growth portfolio, applicable for (retired type) Low Risk takers.	> 28
Little Champs Growth Stocks Model Portfolio	Includes stocks of smaller companies trying to grow very aggressively, for serious investors desirous of building up an aggressive (high risk, high gain portfolio), applicable for Medium to High Risk takers. The stocks will be from the universe of well performing companies with market cap aprox. between 600 - 2500 cr.	> 46
Nano Champs Growth Stocks Model Portfolio	Includes stocks of very small companies fighting to come in profit / improved profit, for patient investors desirous of picking up turnaround opportunities (high risk, high gain portfolio), applicable for High Risk takers. The stocks will be from the universe of companies with market cap aprox. less than 600 cr.	> 50

* It is strongly advised to pick up 3-6 top allocated (percentage wise) stocks of different model portfolios to create your well diversified portfolio.

* For example, you can pick up more stocks of say Little Champs and Nano Champs if your Risk Profiling score is more than say 55.

NOTE
1. MINIMUM RISK PROFILING SCORE FOR ABOVE INDIVIDUAL CATEGORIES IS MENTIONED IN TAB OF FIVE CATEGORIES DYNAMIC MODEL PORTFOLIO.
2. (a) HENCE COMBO CMV IS FOR MINIMUM RISK PROFILE SCORE OF 43.
(b) COMBO LN WILL BE FOR MINIMUM RISK PROFILE SCORE OF 50
(c) SUPER COMBO CMVLN WILL BE FOR MINIMUM RISK PROFILE SCORE OF 50.

Details of Investment Adviser

RIA Akhilesh Jain Prop. EH Research
Trade Name: EH Research

Regd. Address - Energy House 51, Mahadev Totla Nagar
Near BOB, Bengali Square, Indore - 452016 MP

Contact: 9826424849, 9713088886

Email: akhileshjai@gmail.com,ehresearchindia@gmail.com

SEBI Reg. No.: INA000003767, BASL Reg. No.: 1327

Validity: Perpetual, Type of Registration: Individual

Name and Contact Details of Principal, Compliance, and Grievance Officer: Mr. Akhilesh Jain Contact: 9826424849

Logo -

Disclaimer -

1. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

2. The past performance cannot be an indication of future trends.

3. The securities mentioned are for illustration only and are not recommendatory.

Standard Warning

– Investment in securities market is subject to market risk. Read all the related documents carefully before investing.

Concerned SEBI office addresses

Indore Local Office Address :
104-105, Satguru Parinay, Opposite C-21 Mall, A.B. Road,
Indore - 452010, MP

Western Regional Office (WRO) Address :
SEBI Bhavan, Western Regional Office,
Panchvati 1st Lane, Gulbai Tekra Road,
Ahmedabad - 380006, Gujarat

In case of any grievance/ complaint, please contact: -

(A) Mr. Akhilesh Jain on contact details given above. If not satisfied with the response

(B) Link for Lodging complaint with SCORES (Sebi Complaints Redress System ) https://scores.sebi.gov.in/

(C) Visit the ODR (Online Dispute Resolution) Portal at https://smartodr.in/

Details of Investment Adviser

RIA Akhilesh Jain Prop. EH Research
Trade Name: EH Research

Regd. Address - Energy House 51, Mahadev Totla Nagar
Near BOB, Bengali Square, Indore - 452016 MP

Contact: 9826424849, 9713088886

Email: akhileshjai@gmail.com,ehresearchindia@gmail.com

SEBI Reg. No.: INA000003767, BASL Reg. No.: 1327

Validity: Perpetual, Type of Registration: Individual

Name and Contact Details of Principal, Compliance, and Grievance Officer: Mr. Akhilesh Jain Contact: 9826424849

Logo -

Disclaimer -

1. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

2. The past performance cannot be an indication of future trends.

3. The securities mentioned are for illustration only and are not recommendatory.

Standard Warning

– Investment in securities market is subject to market risk. Read all the related documents carefully before investing.

Concerned SEBI office addresses

Indore Local Office Address :
104-105, Satguru Parinay, Opposite C-21 Mall, A.B. Road,
Indore - 452010, MP

Western Regional Office (WRO) Address :
SEBI Bhavan, Western Regional Office,
Panchvati 1st Lane, Gulbai Tekra Road,
Ahmedabad - 380006, Gujarat

In case of any grievance/ complaint, please contact: -

(A) Mr. Akhilesh Jain on contact details given above. If not satisfied with the response

(B) Link for Lodging complaint with SCORES (Sebi Complaints Redress System ) https://scores.sebi.gov.in/

(C) Visit the ODR (Online Dispute Resolution) Portal at https://smartodr.in/

AUA Service

What is AUA?

👉🏻 We monitor your portfolio on our AUA Platform (your money remains with you)

👉🏻 We recommend buy/sell orders based on Your Risk Profile, Our Expertise, Experience and Conviction.

👉🏻 You approve with a click of button, PW and OTP.

👉🏻 The order is executed and reported to our AUA Platforms using modern technology.

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Then, step number one👆🏻 - we monitor your portfolio.

· We are Fee-only SEBI Regd. Investment Adviser - No hidden cost. No commission.

· Team leader Mr. Akhilesh Jain has 40 years of experience.

· Strong following of IIM-Mumbai and BITS Pilani alumni.

Here are 2 short videos on our investment strategy:

Core and Satellite Portfolios

Falling markets डरे या डटे रहे

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