"I have been with Shri Arjun and his team for three years and appreciate their efforts in the "education" process of understanding Equities and portfolio management. SHRI ARJUN and team I believe have taught us "how to fish".I am a staunch believer of Equities and with the "personalised" guidance I hope to give my family an "inheritance" of a boutique of Equities.
With Best Regards
"My stock portfolio is looking healthy and doing well thanks to research reports and guidance from the team at Investors are Idiots. Their Model 12 & 19 stock portfolios and regular articles that are simple, clear and concise help me understand the market and take better & informed decisions."
"Being a member of 'Investors are Idiots.com' has helped me to restructure my portfolio to cater to my various financial goals. Arjun and Team keep all the members updated on the macro and micro (stock-specific) events in the economy with very informative articles on their website. Regular updates on the portfolio performance and recommendations on periodic enter/exit calls for various portfolios are of great help.
"My main expenses are medical and contingency whereas my income is from consultation, profits from stock trading and dividends. With medical inflation hovering around 17%-20%, I am pretty much confident of meeting my expenses with ease with the help of "Investor or Idiots" subscription.
Thanks to Arjun and team."
Having been a client of IAI for about 5 years, I can certainly say that this is a mature organisation in advisory business. Advice given has always been balanced, bordering on conservative side, which is how it should be. At the same time IAI has not shied away from taking calculated risks to make money, after all that's the aim, isn't it? If there was/is a Bajaj Finserve and Biocon in portfolio, there was also a SpiceJet; all of'em making money.
An advisor/advisory's value is felt when portfolio value goes up, more so on how he advices clients during market slumps. Most folks would panic during slumps like the ones we had last week(small & mid cap indices going down more than 3%) but we feel safe when advisor's email pops up next morning explaining the long term rationale being in tact and why we should not be bothered about these fluctuations/volatility. I felt reassured not only now, but also back in 2016 early(pre-budget), late 2016(DeMon), in 2012(Fed induced crash!) and all such significant drops in market.
Realising that ground reality has changed since reco, not hesitating to accept the same and advising clients to sell even on a loss is an important quality for an advisor. Thankfully we had only few such situations, like SQS recently, but clients like me though are surprised with such decisions we accept those with a smile when they are explained with reasons/logic. Instead of carrying on with a non-performing security, moving on is much better, especially when some of our parameters have changed.
IAI was not adding new services at break-neck speed like few other orgs, but in a measured manner and hence all your services like different portfolios or different kinds of services are probably successful. I think that success is because you listen to your clients and introduce services accordingly. Your MF advice recently is a good intiative too.
With consistent performance, I started blindly following your model portfolios, I guess that's your success.
Back in late 2011 or early 2012 when I first came across Mr.Arjun's reco of Jet Airways in a FirstPost article, I was surprised why someone would recommend an airline company, of all, but his reasoning was quite simple (don't recollect it though, perhaps some other carrier was folding...) and subsequently his reco of ICICI was another success of 'Keep It Simple Stupid' philosophy.
Continue your good work and I am sure one day this organisation would be well known and be respected for well intentioned advice and be having a lot many more clients and be very successful.
All the very best!