PHD CAPITAL

MomentumX Premium Memberships
Investment in securities market are subject to market risks. Please read all related documents carefully before investing. Past performance does not guarantee future results. No guarantee or assurance of returns is provided. Make investment decisions based on individual risk tolerance and financial objectives. Investment in securities market are subject to market risks. Please read all related documents carefully before investing. Past performance does not guarantee future results. No guarantee or assurance of returns is provided. Make investment decisions based on individual risk tolerance and financial objectives.

Note: Pricing excludes GST.

SILVER MEMBERSHIP

MomentumX Premium – Equity Cash Momentum Calls

₹ 2,900 / Monthly
About the Service

MomentumX Premium is a specialized equity research service focusing exclusively on momentum-based trades in the Equity Cash Segment. Our SEBI-registered team delivers 2–3 real-time trade ideas averagely* per week in equity scrips showing strong price and volume action.

*This plan is suitable for people having approximately 3–5 lakhs capital.

Core Benefits

  • Get averagely* 2–3 recommendations each week, covering swing setups.
  • Only Equity Cash Segment (No F&O).
  • Focused on momentum stocks registered with NSE.
  • Clearly defined entry, target, and stop-loss levels with holding period (revisable).

*Averagely refers to market dependency. When the market shows higher momentum, recommendation frequency tends to be higher, and vice versa.

Additional Benefits

  • Realtime alerts via a dedicated private Telegram channel.
  • All picks backed by proprietary STF Method.

💡 Our mission: Empower investors with short-term momentum & long-term wealth-building strategies. Disclaimers

GOLD MEMBERSHIP

MomentumX Premium – Equity Cash Momentum Calls

₹ 9,000 / Monthly
About the Service

MomentumX Premium is a specialized equity research service focusing exclusively on momentum-based trades in the Equity Cash Segment. Our SEBI-registered team delivers 2–3 real-time trade ideas averagely* per day in equity scrips showing strong price and volume action.

*This plan is suitable for people having approximately 5–10 lakhs capital.

Core Benefits

  • Get averagely* 1–2 recommendations each day, covering swing setups.
  • Only Equity Cash Segment (No F&O).
  • Focused on momentum stocks registered with NSE.
  • Clearly defined entry, target, and stop-loss levels with holding period (revisable).

*Averagely refers to market dependency. When the market shows higher momentum, recommendation frequency tends to be higher, and vice versa.

Additional Benefits

  • Realtime alerts via a dedicated private Telegram channel.
  • All picks backed by proprietary STF Method.

💡 Our mission: Empower investors with short-term momentum & long-term wealth-building strategies. Disclaimers

DIAMOND MEMBERSHIP

MomentumX Premium – Equity Cash Momentum Calls & Futures

₹ 12,500 / Monthly
About the Service

MomentumX Premium focuses on momentum-based trades in the Equity Cash Segment & Futures. Our SEBI-registered team delivers 2–3 real-time trade ideas averagely* per day in equity scrips showing strong price and volume action.

*This plan is suitable for people having approximately 10 lakhs or above capital.

Core Benefits

  • Get averagely* 1–2 recommendations each day, covering swing setups.
  • Equity Cash Segment & Futures.
  • Focused on momentum stocks registered with NSE.
  • Clearly defined entry, target, and stop-loss levels with holding period (revisable).
  • Averagely* 2–3 special mid- to long-term recommendations per month where possible target range & duration are higher.

*Averagely refers to market dependency. When the market shows higher momentum, recommendation frequency tends to be higher, and vice versa.

Additional Benefits

  • Realtime alerts via a dedicated private Telegram channel.
  • All picks backed by proprietary STF Method.

💡 Our mission: Empower investors with short-term momentum & long-term wealth-building strategies. Disclaimers

SUPER DIAMOND MEMBERSHIP

Super Diamond – High-Conviction Positional Ideas

Only Yearly ₹ 1,40,000 / Yearly
Eligibility & Capital Requirements

Exclusively designed for serious investors with a minimum capital of ₹30 lakhs, ensuring alignment with sophisticated strategies and risk management.

Investment Strategy & Recommendations

  • Minimum target: 20% potential upside from CMP
  • Stop-loss management: typically 7–10%, maximum 10%
  • Risk-reward ratio: approx. 1:2 (10% SL for 20% target)
  • Call frequency: 7–10 investment calls per month (12-month view); market-responsive frequency; No guaranteed recommendation frequency
  • Investment horizon: averagely 1–3 months per recommendation
  • Style: medium- to long-term positional; not suitable for day trading/ultra-short-term
  • Selection: rigorous fundamental + technical analysis via proprietary STF Method
  • Target investor profile: HNIs/experienced investors seeking curated, high-conviction ideas; comfortable with moderate risk & 1–3 month holding

CRITICAL RISK DISCLAIMER

IMPORTANT: The “minimum 20% target” is purely our stock selection methodology and analytical approach. This is NOT a guarantee, assurance, or promise of returns.

  • 🚫 No guarantee: Targets may not be achieved.
  • ⚠️ Total loss possible: There is a 100% chance of losing your entire invested money in any recommendation.
  • 📉 Market risk: Investments are subject to extreme market risks.
  • No ROI promise: We do not promise or guarantee any minimum ROI.
  • 🧰 Analytical tool only: The 20% figure is part of our research methodology, not a performance promise.

By subscribing, you acknowledge and accept these risks entirely. Disclaimers

*Averagely refers to market dependency. When the market shows higher momentum, recommendation frequency tends to be higher, and vice versa.

#2025 Budget Special Coverage

FAQs

Is Mutual Fund Profitable ?

Mutual funds are investment vehicles that combine capital from multiple investors to purchase a diverse portfolio of stocks, bonds, and other securities. These funds can yield substantial returns when selected wisely and held over an extended period, allowing investors to benefit from professional management and diversification.

 
What factors should you consider when selecting a mutual fund aligned with your financial goals ?

To select an appropriate mutual fund, start by assessing your risk tolerance and investment timeline. These key factors will guide your choice. Various fund categories are available, each catering to different investor needs, such as growth-oriented funds, tax-efficient options, or those focusing on blue-chip companies. Investment platforms often offer tools to help you navigate these choices based on your specific financial objectives.

Can I Withdraw Mutual Fund Anytime ?

Investors in open-ended mutual funds generally enjoy the flexibility to redeem their units at any time. However, this liquidity doesn’t apply to Equity-Linked Savings Schemes (ELSS). ELSS funds, which offer tax benefits, come with a mandatory lock-in period, restricting immediate withdrawals.

What is the commission charged by PHD Capital MF on Mutual funds investment ?

PHD Capital MF Don’t Take Any Extra Charges And Comissions From Investors.

How to Invest in Mutual funds on PHD Capital MF ?

You can either use the website or download PHD Capital MF mobile app to start investing in mutual funds on PHD Capital MF

What are the tax implications of investing in mutual funds, and how does the taxation structure apply to redemptions ?

Mutual funds are indeed subject to taxation, with the tax structure varying based on the fund type and holding period:

Equity-oriented funds:

  • Short-term (held less than 12 months): 15% tax on gains
  • Long-term (held over 12 months): 10% tax on gains exceeding ₹1 lakh

Debt-oriented funds (less than 65% equity exposure):

  • Short-term (held less than 36 months): Gains taxed as per investor’s income tax slab
  • Long-term (held over 36 months): 20% tax on gains after indexation benefit
What are the mechanisms through which mutual funds generate returns for investors ?

Mutual funds provide returns to investors in two main ways: dividends and capital gains.

Dividends are distributed when the companies in the fund’s portfolio generate profits. If a company performs exceptionally well and has excess cash, it may choose to share this with shareholders through dividend payments. Mutual fund investors receive these dividends in proportion to the number of fund units they own.

Capital gains occur when an investor sells fund units at a price higher than their purchase price. The difference between the selling price and the purchase price represents the capital gain.

It’s important to note that both dividends and capital gains from mutual funds are subject to taxation.

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