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Stock Recommendation Service - Portfolio Advisory

If you are a mid-term to long-term equity market investor who believes in disciplined wealth creation from the stock market, Portfolio Advisory Service (PAS) is the “Right Choice" for you. Unlike traditional Portfolio Management Service, ...PAS is non-discretionary in nature - thus keeping you in complete control of your stocks and money while you seek professional advice. PAS provides stock recommendations that have the potential to generate strong returns on your portfolio of investments. The service is advisory in nature and the recommendations take into account your risk profile, investment philosophy and expectations of returns on your portfolio.

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19,999/-

Paid semi-annually

5 Years*

Validity

Low to High Risk*

Depends on the allocated Portfolio.

PAS Performance

Average return per year delivered on some portfolios active within last 2 years

Sr No.Subscription NumberAverage return per year (%)
1060444176.12
2114031787658.23
3119062389957.07
4119066633056.26
5123109594856.04
6080400155.49
7123109543455.09
8108015737254.78
9119064923354.67
10113029168853.42
11122096572351.71
12052326351.10
13113028535548.54
14120075938948.12
15120070540047.38
16119066777247.05
17080240846.38
18119065511645.13
19122098420743.92
20039903443.77

Product Highlights

Customized
Custom-made to suit your equity risk appetite and stock investment philosophy

Reconstruct / Build /Rebalance
PAS reconstructs your existing portfolio or builds one specifically for you, rebalances it when needed.

Monitor
PAS research continuously monitors your equity portfolio for potential growth opportunities

Accuracy
Portfolio of quality stocks with strong cash flow, healthy returns, and good governance

Simplicity
Simple log in, up-to-date dashboard and real-time updates make life easy for you

Charges

No loads or hidden charges. All you pay is an upfront 6 months subscription amount

Speak to an expert

Facing any issue and can't find any solution? Don't worry, we are here to help. Leave back your details and we will connect with you. Also, your details will be safe with us.

What People say to US

This is feedback from our customers

Rajeev Vasist
Rajeev Vasist -Bangalore, Karnataka

"I am a subscriber of PAS services since Jan 2022. My returns in the segment is phenomenal. I appreciate DSIJ efforts in pointing me in the right direction."

16th September 2023

Dileep S Shelke
Dileep S Shelke-

"I am a subscriber of DSIJ PAS paid service. I find recommendations along with research report very beneficial for maintaining Long term Investment. The service team is giving best efforts in finding the right company by researching it thoroughly. Thanks PAS team for their best efforts in guiding me to make my investment decisions."

Kamaleshwar Rai
Kamaleshwar Rai-

"I am a member of DSIJ for last several years and a member of PAS since last couple of years. This service has been excellent to say the least. During the pandemic period when most of the investors were sceptical, this service has delivered results beyond imagination. For any stock investor this is a must. I am really impressed with this service."

Ajay Kumar
Ajay Kumar-

"I would like to thank the PAS team for recommending good stocks on time as per my risk profile. I have been investing in stocks, mutual funds since 2017 but this PAS service is one of the best investment platforms suitable for all types of investors. I wish the entire team continued success."

Frequently Asked Questions

Questions on your mind? We have the answers for you!

PAS provides custom made advice on restructuring your existing portfolio & provide fresh recommendations that best suit the "Investor in You".

Portfolio Advisory Services is offered by entities that are registered with SEBI as an investment advisor. PAS operates under very strict regulatory norms laid down by SEBI.

Yes, we are Registered as an investment advisor SEBI (Registration No. NA000001142)

Recommendations are provided across Large, Mid and Small Cap companies. The portfolio is kept optimally balanced to derive optimal returns.

Capital will be invested across 15 to 20 stocks based on your risk profile. We may also maintain some cash balance to have opportunities to buy on market dips. More importantly, remember, your "valuable" money and stocks will always remain within your account and under your control.

While returns are not guaranteed, it is our objective to give returns above the BSE Sensex and BSE 500 over the medium to long term (1 to 5 years).

While we strive hard to deliver accuracy at individual stock levels, you need to evaluate the performance based on the overall portfolio since this is a Portfolio Advisory Service and not a single stock recommendation service.

While there is no minimum or maximum capital constraint for this service, we would advise the customer to consider starting with at least Rs 4 lakh for this service. Yes, you can add additional capital later. You can also request for cash withdrawal from your portfolio at any time.

While we cannot give a specific loss level due to the uncertain behavior of the markets, the effort is to have a portfolio that can be resilient to drastic drops. However, it is natural that the loss is likely to be more for a very high-risk profile portfolio against a lower risk portfolio.

DSIJ provides both entry and exit calls specifying the exact quantity to be bought or sold. We also guide you through staggered buying and selling practice to get a better price.

We use a proprietary research technique that we have honed over the years. While there are many factors at play, to answers this question in short - We analyse the performance of the company based on its return on equity and capital employed and evaluate its growth prospects over the medium and long term.

PAS is an active portfolio advisory service while our other products are single stock research advisory solutions. In PAS we give specific information like the quantities to buy/sell, to maintain proper weightages across stocks in a portfolio etc.

We have disclosed the performance of few PAS portfolios on the PAS product page on our site. The same is dynamically updated.

Absolutely, details include the following

  • about the company,
  • recent financial performance and
  • reason for investing
These are provided in an supporting email and also on the PAS online dashboard.

You will have to retake the risk profiling questionnaire and if this confirms a change in risk tolerance, you may be recommended a different portfolio

As your stocks and money always remains in your custody, you can enter and exit the arrangement at your will.

There are no hidden charges…all you pay is an upfront subscription fee and we take care of the rest.

This product comes under Investment Advisory type of product and hence there are some extra regulations mandated by SEBI and hence the payment tenure is kept in multiples of 6 months.

You will receive an intimation from us before the expiry of your service to renew your service. Renewing regularly on time will keep your subscription active continuously.

Our Other Services

DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

Principal Officer: Mr. Shashikant Singh,
Email: principalofficer@dsij.in
Tel: (+91)-20-66663800

Compliance Officer: Mr. Rajesh Padode
Email: complianceofficer@dsij.in
Tel: (+91)-20-66663800

Grievance Officer: Mr. Rajesh Padode
Email: service@dsij.in
Tel: (+91)-20-66663800

Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR