Advisory Service FAQs

PAS (Portfolio Advisory Services) and PMS (Portfolio Management Services) differ in nature. PAS is non-discretionary, allowing the investor to retain control of their stocks and money. In contrast, PMS is a discretionary service where the portfolio manager has the authority to make investment decisions on behalf of the investor. DSIJ provides advice for building portfolios with BUY and SELL recommendations, leaving the final decision in the hands of the investor. 

Model Portfolio is the best suited for this. Based on your risk and interest you will be assigned to a model portfolio. This portfolio is managed by the research experts at DSIJ. You need to simply always ape this portfolio. Every change in this portfolio will be notified to you. You need to follow the change done to the portfolio you are following. As simple as that!

Our Portfolio Advisory Service (PAS) is designed to address this need. After completing KYC and agreement formalities, our advisory team reviews your existing portfolio and suggests suitable actions. Your portfolio remains in your account, and you receive guidance on buying and selling decisions based on ongoing research and monitoring. 

PAS is non-discretionary in nature, granting complete control to the investor over their stocks and money. DSIJ's core proprietary research unit creates an individualized portfolio based on subscriber inputs, such as risk profile, starting portfolio value, and existing holdings. In Model Portfolio, investors can select pre-built portfolios according to their risk appetite and amount will be suggested by the system.

PAS (Portfolio Advisory Services) and Model Portfolio have distinct focuses and purposes. PAS offers a personalized portfolio advisory service, providing ongoing optimization and monitoring to achieve long-term returns. It assists investors in constructing or reconstructing portfolios based on their risk profiles and investment philosophies. Conversely, Model Portfolio concentrates on delivering a pre-built portfolio of 15 stocks categorized as Multicap, SmallCaps, and Midcap, with BUY and SELL recommendations and an estimated holding period of three to five years.

Yes, DSIJ PVT LTD is registered with SEBI as an Investment Advisor since 2014. SEBI registration number is INA000001142, which legally permits to offer investment advisory services.

There is no lock-in period, but the subscription period lasts upto 1 year. Subscribers are advised to renew their membership in time to continue receiving benefits. Capital will not be locked, and investors can easily log in to their account, make cash additions or withdrawals, and manage their funds in the PAS recommendation portfolio page. 

A portfolio does not need frequent changes to be actively managed. Buy/Sell decisions are taken only when there is a meaningful change in investment view, fundamentals, valuation or risk profile. 

Avoiding unnecessary transactions can help reduce costs and tax impact. Your portfolio continues to be monitored, and updates are shared whenever action is required.

For PAS, the minimum capital required is 50,000, whereas in Model Portfolio, after risk profiling, subscribers are suggested the required amount. How do advisory services differ from your other offerings? 

In other offerings, subscribers receive one recommendation per month. In contrast, PAS provides a completely customized portfolio based on individual nature and market conditions, while Model Portfolio allows investors to choose pre-built portfolios according to their risk appetite. 

You will receive Buy/Sell recommendations and portfolio through App, Email and on the DSIJ website in real-time.

Yes, subscribers can reset their PAS portfolio at any time. However, after doing so, they will no longer receive updates on the old recommendations. The research team advises against resetting the portfolio unless there is a significant issue. In Model Portfolio, however, the pre-built portfolio cannot be reset. 

Yes, with each recommendation, subscribers receive details of the recommended stocks, including information about the company, quarterly results, and key triggers for purchasing those stocks. In-depth explanations are provided to help investors understand the rationale behind those specific recommendations.

PAS is suitable for investors seeking personalised portfolio guidance, while Model Portfolio is suitable for investors looking for a structured portfolio approach.

PAS onboarding requires completion of applicable KYC, risk profiling, agreements and other regulatory requirements.

Subscribers can contact the PAS & Model Portfolio operations team by sending an email to pas@dsij.in. The operations team will address customer queries and difficulties and act as an interface between the customer and the research team.