Introduction

Stocks In Global collaborates with top tier research analysts to provide you with market research and recommendations of stocks to buy now on the ASX. We provides market research on mid to large cap stocks focusing on dividend yield and capital appreciation in all industries.

How are we different?

We distinguish ourselves from the competition by providing top tier research reports coupled with technical trader software that can sort thousands of individual securities using fundamental, economic and financial screening criteria. Our software is two parts, with a ‘find my rating’ software that uses real-time chart with a deep dive into the stock fundamentals by sorting using technical, descriptive and analytical criterias.

Product Key Features

Gold Package $995 (GST Inclusive)

• Weekly Finance Report.

• Income Portfolio - this portfolio contains research on blue chip securities with high yield that can generate positive cash flow for you.

• Growth Portfolio - this portfolio consists of securities that have capital appreciation as its primary goal. Stocks covered in this portfolio may pay dividend, but share price growth is prioritised.

• Mining Portfolio - this portfolio contains mining and energy stocks that are in the early stages of their growth and have potential for significant returns for equal risk.

• Dedicated Account Manager on speed dial - equity specialists generate the initial lead and will be the contact person for any customer enquiries.

• Technical Analysis Software tool (1) - stock screener software used to cover thousands of individual stocks trading on the ASX which can be filtered by fundamental, economic and financial screening criteria.

• Technical Analysis Software tool (2) - “Find My Rating” software provides advanced real-time chart to sort technical, descriptive and analytics criteria for a deep dive into the stock fundamentals. This software broadly covers ASX as well as international exchanges e.g. NYSE and NASDAQ.

Platinum Package $1995 (GST Inclusive)

• Weekly Finance Report.

• Income Portfolio - this portfolio contains research on blue chip securities with high yield that can generate positive cash flow for you.

• Growth Portfolio - this portfolio consists of securities that have capital appreciation as its primary goal. Stocks covered in this portfolio may pay dividend, but share price growth is prioritised.

• Mining Portfolio - this portfolio contains mining and energy stocks that are in the early stages of their growth and have potential for significant returns for equal risk.

• Dedicated Account Manager on speed dial - equity specialists generate the initial lead and will be the contact person for any customer enquiries.

• Technical Analysis Software tool (1) - stock screener software used to cover thousands of individual stocks trading on the ASX which can be filtered by fundamental, economic and financial screening criteria.

• Technical Analysis Software tool (2) - “Find My Rating” software provides advanced real-time chart to sort technical, descriptive and analytics criteria for a deep dive into the stock fundamentals. This software broadly covers ASX as well as international exchanges e.g. NYSE and NASDAQ.

• Annual portfolio review - send over the list of your stocks and our AI analyst will review & recommend target pricing.

Portfolio Review (Ad-Hoc request) for $1995

• Reviewed by Chief Investment Officer Hersh Oberoi.

• Analyse the composition of client’s portfolio.

• Performance Benchmarking using data science driven methodology, using AI backed stock analysis tool (using Python) to benchmark. 

• Performance of client’s portfolio and project entry & exit points.

• Study trend and impact of each individual stock.

• Direct line to our analyst team ( you can call them anytime without any extra cost).

• Fundamental analysis including company outlook, growth strategy, financial discussed

• Understanding the bullish sectors in the particular market climate

• Understanding the bearish sectors in the particular market climate

Market Master: Trading Alert for $2995 (GST Inclusive)

• Access to all Buy, Hold and Sell recommendations from our AI market scanning tool

• Software scans the ASX daily to uncover opportunities

• These insights are conveyed to subscribers via email alert

Brokerage Services

Stocks In Global may facilitate access to third‑party execution and brokerage for equities and related listed securities; a brokerage service fee of 1.5% per transaction applies, of which 0.12% is retained by Halo, 0.15% is paid to authorised advisers, and the remaining amount is retained by Stocks In Global (SIG) as service revenue. Brokerage fees are charged at the time of trade execution in addition to any exchange, clearing, or third‑party charges that may apply under the executing broker’s terms. Where brokerage services are provided through arrangements under our authorising AFSL (Australia National Investment Group Pty Ltd, AFSL 522028), they are provided on a general advice basis and do not take into account individual objectives, financial situation or needs; refer to the Licensee’s FSG for further information about services and how fees are handled. Fee illustrations are available on request and should be considered alongside all other fees disclosed in this PDS to assess their total impact on investment outcomes.

Portfolio Management Services

Stocks In Global offers an optional portfolio management service charged at 2.0% per annum on funds under management, accrued periodically and charged in arrears; of this fee, 0.20% is retained by Halo, 0.20% is paid to authorised advisers, and 1.60% is retained by Stocks In Global (SIG) for portfolio management and administration services. The portfolio management fee is calculated on the portfolio’s average daily value or other disclosed basis. Apart from brokerage costs incurred when stocks are bought or sold, there are no additional hidden charges applicable to this service. The service is provided under authorisation of Australia National Investment Group Pty Ltd (AFSL 522028); refer to the Licensee FSG for service scope, authorisations, and how adviser remuneration is paid under the AFSL framework.

Benefits

Why purchase one of our packages?

We’re here to help you get the most from your money today and tomorrow. That’s why we offer simple and effective solutions to empower you to manage your investment portfolio. We separate ourselves from the competition with:​

• Consistent quality recommendations on high conviction buys.

• Easy to digest and informative research reports.

• Technical software covering securities trading on both the Australian Stock Exchange and international exchanges such as NYSE and NASDAQ.

Risks

All Investments Carry Risk.

Stocks In Global Group Pty Ltd (ACN: 664 700 074) is a Corporate Authorised Representative (AFSR No. 001301394) of Australia National Investment Group Pty Ltd (ABN: 40 636 343 630) which holds an Australian Financial Services Licence (AFSL no. 522028).

The information on this website is general information only and does not constitute personal financial advice.
We have not taken the individual circumstances, financial objectives or needs of any investor into account when preparing this information. Investors should consider their circumstances and the relevant PDS for any investment and obtain professional financial and tax advice before making any investment decision. The information on this website is not a recommendation to make any investment or to adopt any particular investment strategy. You should make your own professional assessment of the suitability of this information, relying on your own inquiries, investments in securities, are subject to investment risk. Investment value may go down as well as up, and investors may not get back the full amount originally invested.

Risks include:

• The investment objective may not be achieved,

• Share market and other market risk.

• Liquidity risk, and currency risk with international investments.

Any past performance shown is not an indication of future performance. Commission and other costs charged by executing broker are not considered when calculating past performance. To the extent permitted by law Stocks In Global Group Pty Ltd accepts no liability for any errors or omissions in, or loss from reliance on the information in this website.

Complaints Handling

Customer Support Team

support@stocksinglobal.com.au

We will respond to your email within 5 business days and provide a resolution within the time frame listed in our terms and conditions: https://www.stocksinglobal.com.au/termsandconditions