Our Bread and Butter

Sampadha team is well known for designing trading and investment strategies to maximize profits with minimal risks that help clients ’ committed money to grow consistently in the long term and also expedites the process of realizing our client’s financial dreams.

We are pioneers in creating new-age money-making opportunities from capital markets. 

How we earn our bread and butter

Though we are specialized in the derivatives segment but we take a process-driven and holistic approach of fundamentals, technical and derivatives research in identifying opportunities. A crew that values responsibility, integrity, and aims at long-term goals with a focus on short-term steps and at the same time that does not deviate from the core point of capital protection and loss minimization.

Icing on the CAKE

Execution and risk management are the two major components of success in financial markets. Having identified these two points, Sampadha has devised their models which assist the client in identifying trade ideas and executing them to tap money-making opportunities in markets. Though our strategies are complex, our long-term goal is simple: we want to help you get additional income on your assets by taking calculated and measured risks

Why Join us?

A Squad who loves what they do and has cumulative research experience of more than 35 years.

An experienced research team for whom all that matters is Hard-core Research instead of guess-works. We love what we do and passion is what keeps us on. A well-known research team who are looked up to with respect and have managed large funds, big enough to call them as a pioneer in new age money-making strategies.

Do you provide investment or trading tips?

No, we do not provide any investment or trading tips. We are strategies and product developers

Why don’t we give individual recommendations?

Success in financial markets depends on multiple factors ranging from careful allocation of funds, psychological strengths, screening of goldmines versus landmines, and turning risks into opportunities.

All the above processes are not less than surgery in a hospital or a war at the border, where every step is very crucial for long-term success.

Most of the novices or failed people believe that identification and suggestion of landmine or goldmine will be sufficient for success in markets. But other parameters of careful allocation of funds between opportunities, psychological strength during the process, and turning risks into opportunities are also key for success.

Hence we don’t recommend only stocks, but, we do complete handhold our clients throughout the journey

Are you SEBI registered Investment advisors?

No, our suggestions or recommendations are not personalized to any client.

We are registered as RESEARCH ANALYST with SEBI

Signals generated on the strategy or product are the same for all clients in a strategy or product.

Please consult your advisor for our strategy or product suitability or just check our risk profiler for the best-suited strategy or product for you.

Does Sampadha manage money or Portfolio Managers?

No, we are not money managers or portfolio managers.

We are just strategy providers.

However, for the benefit of our subscribers, trade signals generated for the strategy can be executed through our partner brokers.

Why do you prefer the execution through your partner brokers?

Success in financial markets depends on two major factors

1. Time dedicated to studying processes, fundamentals, technical and derivatives
2. Execution of ideas and turn risks into opportunities swiftly.

Firstly, as most of the people have their own time dedicated to major tasks which accomplish their dreams

Secondly, Execution is the key factor for a strategy to succeed and make money in the long term.

Humans are prone to emotions and are often carried by the swings of the markets and the profits or losses of the products.

As markets move swiftly at all times, and derivatives need the decision to be implemented as fast as possible to reduce the losses or to cash out any new opportunities.

Hence we guide our clients through our partner brokers.

We are ready to serve you, if…

You want

• To make money or profits by investing and trading
• To achieve your personal finance goals from financial markets
• To get additional income from your assets
• To speed up the process of realizing your financial dreams

You may also join us if you believe

• long term process is important instead of short term results
• capital markets are business and not gambling places

Please don’t disturb us, if…

We are not an organization that will

• help you in getting thrilled
• or
• Diagnose TICKERITIS (Tickeritis is a painful and dreadful disease uniquely associated with doing intraday or short term trades, Tickeritis when after a trade entry, every price tick that moves against your direction is a personal assault or attack, and each tick in the direction of your trade gives you hope or relief.)
• or
• Diagnose MARKETITIS (Marketitis is a much dangerous disease than cancer, which wants him to have some position in the market at all times instead of waiting for opportunities.)
• Or
• You have lost money in markets and want to recover losses in a very short time, without having enough additional amount to put into the business.

We only deal with people or organizations who look at capital markets as a business of making money in the long run instead of looking at them as a gambling venue.

You may also please don’t disturb us, if

• You believe that huge risks need to be taken to make money from markets. (Committed capital is needed to make money, even by taking small risks also, we can make huge profits, which is called asymmetric returns)
• You are looking to double your money every year or expecting astronomical returns, sorry we don’t want to be a part of it.
• You believe that you want to make huge returns or income, by putting money into markets.
• You want profits from business starting from 1^st month.
• You don’t have the patience to run a business in the long run.
• You can’t bear the cost of running the business during negative

Choosing our strategies or products will be one of the best decisions you make.

Why Active Investing or Trading?

Price swings and volatility across asset, sub-asset classes have increased and are swift.

Most of the business is being impacted by technological advances, and the business and market trends are changing rapidly thereby giving equal opportunity for wealth creation and destruction.

Hence, we believe that trading or active investing is the best and responsible way to navigate the volatility and complexities of businesses and financial markets – and today, we believe it matters more than ever to increase returns or profits from assets by taking calculated and measured risks.

Markets are risky and always heard people lose money

A lot of people die in road accidents every year, hence we don’t conclude that roads are dangerous and vehicle driving is risky. While traveling we do follow safety measures like following traffic signals, putting on seat belts, wearing helmets, no mobile usage during driving, avoid driving post alcohol consumption, no over speeding, etc.

Likewise, fire can be used for good events purposefully, or it can be used to destroy things, it depends on the way, we use it. Similarly, technology, medical research, and every product in this world have both pros and cons. It depends on the way we use it.

Moreover, to get grip on a profession, it takes years of practice and continuous learning to sustain and thrive in a profession or business. People who have lost money are short-termers and don’t want to learn or don’t have enough patience to learn about the process of markets.

Hence markets can be used for making money and destroying wealth, it’s the techniques, strategies, methods, and tactics which will define and help you in reaching the long-term destination of your financial markets journey.

I want guaranteed returns or can you guarantee that there will be no loss of Capital

Nothing is guaranteed in life, no one can be certain about things that happen. Most of the issues happen at random, and may not go as per our plan, but it’s how we react to the situations that define the future success and failures. But we try to adapt as per situations, will try to develop alternate plans to reach our goals.

Similarly in markets, investing, trading, we try to stay focused on our process of making money, but when things are not working, we look for alternatives, will have strategies to minimize damages, the time we may slow down, but we try to be on the journey and reach the goal of making money.

Hence outcome is guaranteed, but process implementation is guaranteed

I don’t have enough knowledge

Upon birth, on the first day, we did not walk, we crawled, we stood on our legs, we took the support of our parents, we slowly walked with the support of a wall, then we managed to walk and run alone.

Most of the skills are studied and learned from theory, practice, and expertise are gathered.

Similarly, we are ready to guide you if you are learnable.

I can’t take losses

Every individual has their personal experiences and preferences which will dictate their financial risk tolerance and bearing capacity. There is no right or wrong risk profile for anyone. Every product in the world has its own merits and demerits, hence financial products and services to which you subscribe should be able to convince your risk appetite and help you in reaching financial goals.

Most people tend to overestimate their risk-taking capacity and underestimate their risk-bearing capacity, hence try our proprietary developed, industry-unique, risk profile questionnaire to determine your investment preferences and financial products which suit you.

I don’t have time to spare

We are here to suggest and guide you, hence you need to spare at least 1hour a week to understand the dynamics of the strategies which we are implementing in our investing / trading business.

Choosing our strategies or products will be one of the best decisions you make.

What are quantitative strategies?

Quantitative, or “quant,” strategies identify opportunities based on a pre-specified set of conditions and rules.

These conditions and rules are based on quantifiable evidence, proprietary analysis, and research.

A simple quantitative strategy may derive entry and exit points entirely based on quantifiable measures, rather than on the analyst or manager’s forecast of the future price.

In this way, quant strategies differ from discretionary strategies, which consistently rely on the skill of the analyst or manager to make trading or investment decisions at every step of the way.

Why should one allocate to structured strategies?

Structured strategies have a unique profile relative to other investment avenues or asset classes, which includes:

• Long-term positive historical returns of a similar magnitude or much higher than of equities;
• Very low correlations to equities and other global asset classes;
• Strong historical and positive performance during equity bear markets.

As a result, an allocation to structured strategies can have a powerful impact on broader portfolios by potentially increasing returns, reducing risk, and mitigating drawdowns.

Do your strategies or products take leverage?

Yes, all of our strategies or products are derivatives linked. Hence our strategies or products use leverage.

Each of our strategy or product has a different level of Leverage, number of open positions, risks exposed into markets

How are the trade signals generated?

Each of the strategy or product signals like entry, exit, quantity, risk per trade are semi discretionary and rules-driven.

Entry is semi discretionary, while the risk per trade, exit, and quantity is rule-based.

Are we guaranteeing any returns?

No, we are not guaranteeing any returns.

Please check our historical performances of our strategies or products to know about the curve

Past performance is not an indication of future performance

Is there a probability of losing the complete amount in any strategy?

THEORETICALLY Yes, for derivatives strategies, the probability of losing the entire amount given for that strategy.

However, our expertise lies in reducing risks and managing them throughout the trade.

Hence PRACTICALLY No, Each product or strategy has predefined risk levels which are being considered as CASH Component and hence the total loss (if any) will be constrained to the CASH COMPONENT

Does your strategy or products need full cash margin or mutual fund/stock holdings can also be given?

Yes, both the facilities of taking cash margin or providing holdings are accepted.

Each of the strategy or product has two components namely

1. Base margin and
2. Risk margin.

Base margin is the minimum amount needed by Broker / Exchange / Clearing Corporation to take the position.

Risk margin is the maximum drawdown based on backtesting or the historical drawdown of the strategy or product. Risk margin has to be given in cash component

Base margin can be taken against the holdings. Holdings are subject to the haircut calculated by Broker / Exchange / Clearing Corporation.

Why the base margins of your products or strategies are higher than the margins prescribed by the exchange / Clearing Corporation?

Base margins for our strategies or products are higher as they are calculated based on historical peak margin utilization, and the margins also consider a slight increase in volatility or margin requirements by the exchange/clearing corporation

Do you place limit orders or market orders once the signal is generated?

Most of our signals or recommendation of all the strategies or products to be executed at market orders, and not at limit orders.

However, utmost care is taken before the trade is suggested, the signals also consider the liquidity and volatility of the instrument, so that the impact is very less.

Moreover, the trades are suggested on the world’s most traded and highly liquid instruments, hence the impact cost will be less.

Your products or strategies are high priced

Investors / traders / participants generally do business to earn much higher returns than the traditional investment avenues.

Trading or active investing is no longer different from other businesses. While running businesses, we hire employees, take the guidance of consultants to improve and optimize opportunities

We at Sampadha tend to look for opportunities that can multiply wealth, or generate stable income.

When compared with the returns which are probable to earn, the cost of our services or strategies or products is very less.

Choosing our strategies or products will be one of the best decisions you make.

1) Are we tip providers?

Ans) Though we are SEBI Registered Research Analyst and we are authorised to provide stock, derivative tips, but we beleive individual tip will never make you rich or stay wealthy, its the process, and patience will make you rich and stay wealthy in long term hence we dont provide individual tips

2) Are we PMS?

Ans) No, we are not portfolio managers

3) Are we AIF?

Ans) No, we are not AIF

4) Are we account managers?

Ans) No, we are not account managers and we dont provide any account handling type of services

5) Are we managing money?

Ans) No, We are not taking any money from clients, the money will be in their respective demat / trading / bank account, and we just provide our strategies recommendations, and you need to execte those recommendations

6) Are we pooling or collecting any money?

Ans) No, We are not taking or pooling or collecting any money from clients, the money will be in their respective demat / trading / bank account, and we just provide our strategies recommendations, and you need to execte those recommendations

7) What do we expect from you ?

Ans) Separate bank account, Separate mail id, Trading and Demat Account To track our performance seperately.