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.

“It’s been absolutely fantastic, and I can’t wait to expand on my knowledge. It also helps to know that if I have a question, I can always ask Alpesh directly and he will help me.”

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

Els works in the travel industry and despite her business suffering due to the COVID lockdown, Els found the time to embark on the Great Investments Programme. Els had never invested before and lacked the confidence to start.

She had minimal understanding about company stocks or how to evaluate them for purchase or build a portfolio and was unfamiliar with the language used when investing stocks and shares.

Journey

During lockdown Els completed most of the course and caught up with Alpesh when she had completed around 75% to build her portfolio. She found the abundance of resources helpful but really enjoyed the personal videos and telegram channel as she found the strategies easy to understand and put into practice.

She found the process of learning fascinating – from minimal knowledge, Els is now in control of her investment portfolio and uses Alpesh as a mentor and guide on key decisions.

Outcome

Els now has a portfolio with investments which are earning from 10% to 30% profit. Els was quite conservative with initial investments and is following the strategy to place stop losses on profits and continue to grow the base amount.

“I thought it was amazing, it gave me such an understanding of the research and how to evaluate stocks. I really appreciated learning about my risk profile and the best way to manage it.”Thanks to the course, Els has protected her profits.

“It’s been absolutely fantastic, and I can’t wait to expand on my knowledge. It also helps to know that if I have a question, I can always ask Alpesh directly and he will help me.” 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.

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.