Great Investments Programme

educates private investors on how to invest for their future. With software & 1-2-1 calls they are fast-tracked to almost expert level of confidence.

‘I recommend following Alpesh’s advice’, Steve says. Meanwhile, his wife’s broker has made 1.5% in the past 2 years spread over 45 stocks & funds.

The Great Investments Programme is a lifetime investment mentoring programme that provides online courseware, access to proprietary online tools and resources and one on one mentoring designed to enable beginner or advanced investors to invest successfully, for life. Risk Warning: All investing is risky.


Background

Steve, an oil industry consultant, had been investing since 1981 in stocks and shares, trusts and index links, with mixed results – some ventures were successful, some were not.

Steve discovered Alpesh through the Sharescope newsletter. He purchased Alpesh’ filters via Sharescope, and over the course of a few years attended Alpesh’s webinars and decided to go ahead with the Great Investments Programme.

 


Journey

Steve started accessing the online learning materials and booked calls with Alpesh. He found the course straightforward and to the point, the simple system was easy to follow in a methodical way and found it ‘seemed to work.’

He found the time to focus on the materials and practice the principles taught in the course and started to build his portfolio methodically.

 


Outcome

At the moment, Steve has realised 8% profit and making 25% on paper split over US & UK investments over the last 7 months, ‘I missed the best part of last year by not starting the program until July’. He makes 80% wins and 20% losses with 31 stocks.

‘I recommend following Alpesh’s advice’, Steve says. Meanwhile, his wife’s broker has made 1.5% in the past 2 years spread over 45 stocks & funds.

Steve plans for a happy retirement with his earnings and is currently closing the broker account to invest it himself, from what he learnt from the Great Investments Programme. Steve follows Alpesh’s filtering using Sharescope making his own initial decision then ‘If it’s on Alpesh’s monthly sheet I buy it,’

Steve says, ‘my results are well above average! And I’m far more confident in making the decision to buy, sell or hold.’ Alpesh said, “I am really pleased, and I find this work so fulfilling helping people through education to achieve their financial goals”.

RISK WARNING: All investing is risky. Returns at not guaranteed. Past performance and case studies are no guarantee of future results.

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About
Designed and lead by the award-winning hedge fund manager Alpesh Patel OBE, students learn at their own pace through a carefully developed library of educational materials so they can secure their financial future.
Client Focus
The Great Investments Programme can be used by beginner or advanced investors who seek higher returns from their investments.
Expertise

  • Achieving better results by explaining technicalities such as market metrics and movements and how to use them to know when (and how) to act.

  • Optimise returns by managing the self: focusing, gaining awareness of risk profile and emotional detachment.

  • Creating clearer ways for traders to understand market influences and catalysts for change.