Short Term Plan
Trade Setup includes
1. Trade Metrics
Entry & Exit Levels: Clearly defined buying range, target, and stop-loss levels
Risk Assessment: Categorized into High, Mid, or Low risk setups
Position Sizing: Suggested allocation based on risk level
Holding Period: Intended 1 week to 3 months
2. Trade Follow-ups
Active Monitoring: Updates on trailing stop-loss, exits, and potential re-entries
Adaptability: Adjustments as market conditions evolve
3. Trade Rationale
Chart Insights: A chart link available upon request
Compelling Justification: Brief but clear explanation of why the trade is worth considering
4. Direct Interaction with Kavita
Premium Access: Subscribers can engage directly with Kavita via the premium channel for insights and guidance
✅ Risk Management & Position Sizing – Every trade is structured to manage risk while maximizing returns.
✅ Exclusive Trade Tracker with LIVE Prices (Google Sheet) – Get your personal copy for seamless trade tracking.
✅ Free 10-Step Training Course – Enhance execution skills and trading precision.
✅ Precision, Discipline & Strategy – A structured approach for consistent success.
✅ Stock Picks by Kavita – Every recommendation comes directly from her expertise.
✅ Transparency & High-Quality Research – Each pick is backed by research to educate and empower clients.
The Five Pillars of Success
Understand the workflow for a smooth experience after you join
TELEGRAM CHANNEL
➡️As soon as you join the the premium Telegram channel link is sent WhatsApp, SMS and Email ID.
➡️Click this link to join. Stock idea updates like 'Buy', 'Revise Stop loss', 'Exit', 'Re-enter' are given here.
➡️Keep the notification for this channel on.
ACTIVE CALLS DATABASE
➡️Tracking active ideas in Telegram will be difficult. So use it only for actionable alerts.
➡️Develop the habit of check this Google Sheet with the all active and close stock ideas regularly to stay updated.
➡️It is best accessed from laptop.
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LEAVE A COMMENT
➡️Ask questions about active recommendations in case of any doubts
➡️Learning opportunity through interaction with the expert analyst herself
➡️No other service provides direct access to a senior analyst no matter how big the company
TRADE TRACKER
➡️It is a customised Google Sheet provided during onboarding, the Active Calls Database is inbuilt along with a Portfolio Sheet.
➡️Develop the habit of tracking your trades to becoming better swing trader over time.
➡️Helps in controlling biases and improving trading behaviour with the power of hindsight
YOUR MINDSET
➡️Your mindset is both your biggest asset and liability in the stock market.
➡️Develop resilience during choppy and bearish market by interacting with the analyst.
➡️It is recommended to book a quarterly 1:1 consultation with Kavita for alignment on goals and review of Trade Tracker.
Disclaimer
✔️ This plan is for short-term swing trading recommendations.
✔️ Use a Gmail ID when signing up to avoid operational issues after payment.
✔️ Swing trading is a high-risk, high-reward strategy with a significant probability of financial loss, even when following expert advice.
✔️ It is not advisable to allocate more than 5% of your total capital to the subscription fee.
✔️ Swing trading is not suitable for beginners in the stock market.
✔️ Please familiarize yourself with our workflow (5 Pillars of Success) before you begin trading.
✔️ Training videos on navigating our trade database, trade tracker, and stock templates are available on YouTube.
✔️ The timeframe for recommendations ranges from 1 week to 12 weeks.
✔️ No intraday or derivative (F&O) calls—only cash segment ideas are provided.
✔️ Each trade setup maintains a minimum risk-reward ratio of 3:1 to ensure high-quality opportunities.