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“A mutual fund can do for you, what you would do for yourself if you had sufficient time, training and money to diversify, plus the temperament to stand back from your money and make rational decisions.”

-Author Venita Van Caspel

MF Power

Dalal Street Investment Journal

Wealth creation is a fairly long-term venture and demands discipline in investing. As American investor Warren Buffett has said, “Never put all your eggs in one basket”. This finds relevance when someone creates wealth over the long-term as parking all the money in just one asset class can indulge in a lot of risks. Usually, mutual funds prove to be one of the most efficient ways to diversify your investments across various asset classes such as equity, debt, gold and cash. Not just that but you can even further diversify them, based on different sub-asset classes.

Recommendations

Under this, you would receive a list of eight mutual funds in which you can invest. Its holding would be of five years and the proportion would be recommended by us. The portfolio would require re-balancing every year and also, restore target asset allocation. Other major details are:

  • Long-term portfolio of eight mutual funds along with its allocation details.
  • The asset allocation would depend upon equity sentiment index. Hence, the asset allocation would be dynamic in nature.
  • The recommendations and updates would be provided via e-mail.
  • Performance report would be sent to subscribers on quarterly basis via e-mail.
  • Subscribers can reach us anytime at our support id for any issues.

Advantages

  • Asset allocation would be based on the equity sentiment index.
  • Funds selection would be based on our proven proprietary fund selection methodology.
  • Creation of wealth along with risk management.
  • Annual review and re-balancing to ensure that you are on the right track.
  • A well-balanced mutual fund portfolio.

Our Services

A report consisting of recommendations as well as a quarterly report on the performance of your portfolio will be sent via email.

Please note: This product has quite a low risk level as the portfolio consists of a proper mix of equity and debt.

What you’ll receive on joining?

  • You’ll get a complete orientation & training of the product to help you get started.
  • You’ll also receive quarterly performance reports.

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020 66663882

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Disclaimer
The recommendations are purely a view point and there is no guarantee on the returns. Hence all the clients (paid or unpaid) are requested to apply their prudence before acting on any of the recommendations. Neither DSIJ Pvt Ltd nor any of its promoters, members, or employees shall be held responsible for any losses incurred (if any) by acting on the recommendations.