We’ve upgraded! Now, Login = your email ID ● Google users → click Accept Invitation (sent on mail) to continue ● Update your DSIJ app ● Expect minor teething issues - we’re on it! ● For help: [email protected]
Small Cap | Mid Cap | Multi
Steady Portfolio Builder
A single gateway to three expertly curated portfolios — Small Cap, Mid Cap and Multi Cap designed for long-term wealth creation.
Our Three Portfolio Strategies
High Growth, High Reward
Risk Level: High
Small-cap companies have the potential to grow into mid- or large-cap businesses and historically have delivered superior long-term returns. Our research team screens the entire small-cap universe to identify businesses with:
- Strong fundamentals and attractive valuations
- Favourable industry trends and scalable operations
- Quality management and higher promoter stake
- Sufficient liquidity and trading volume
The portfolio is diversified across sectors and aims to outperform the S&P BSE 250 SmallCap Index over a 3–5 years horizon.
Investor profile: Those comfortable with higher volatility and willing to stay invested patiently to capture exceptional long-term gains.
Balanced Growth Opportunity
Risk Level: Medium to High
Mid-cap companies combine the growth potential of small caps with the relative stability of large caps. Our Mid Cap Model Portfolio focuses on stocks with:
- Robust business fundamentals and attractive valuations
- Strong management quality and scalable operations
- Sector diversification for a balanced risk-return profile
The goal is to outperform the S&P BSE 150 Midcap Index over a 3–5 year horizon, providing investors with favourable risk-adjusted returns.
Investor profile: Those seeking higher growth than large caps while maintaining moderate risk.
Diversified & Disciplined
Risk Level: Moderate
A well-structured multi-cap portfolio provides exposure to large, mid and small-cap companies, capturing opportunities across market cycles and reducing concentration risk. Our Multi Cap approach targets companies with:
- High RoE and RoCE
- Strong corporate governance and efficient capital allocation
- Predictable cash flow generation and scalable operations
This balanced mix of market capitalisations offers steady capital appreciation while mitigating volatility, aiming to outperform the broader market over a 3–5 years horizon.
Investor profile: Those looking for moderate risk and optimised returns through a single, diversified strategy.
Key Differences at a Glance
Why the Model Portfolio is for You?
- Receive a list of 15 stock recommendations for BUY, with an estimated holding period of five years.
- Stocks are chosen for their strong growth potential over the next 3–5 years.
- Benefit from compounding over a five-year horizon.
- Portfolio weightage is determined using multiple criteria to optimise the risk–return ratio.
- Quarterly review and rebalancing (if required) to maintain a high-quality portfolio.
- Stock recommendations and updates delivered via email; key alerts also sent through email/SMS.
- Quarterly updates on the financial results of portfolio companies.
- Dedicated customer support reach out anytime through our support email for assistance.
Key Takeaways Before You Invest
Volatility
Mid and small-cap stocks can experience sharp price swings; patience is essential.
Long-term outlook
A minimum 3–5 years horizon is crucial to harness the power of compounding.
Risk–reward trade-off
Higher potential returns come with higher risk, especially in small caps.
Ongoing research
Quarterly reviews and rebalancing keep the portfolio focused on quality, strong businesses.
Invest with Confidence!
With DSIJ’s Model Portfolio, you gain:
- Expert research and disciplined stock selection
- Quarterly monitoring and updates
- Direct ownership of stocks with complete flexibility
- Choose the portfolio that matches your risk appetite - Small Cap, Mid Cap or Multi Cap and build wealth with a clear, research-backed strategy.
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.
Frequently Asked Questions
Questions on your mind? We have the answers for you!
It will take a maximum of 2-3 working days from the date of payment realisation.
The selected stocks are likely to be one of the top performers in their sector and have steady and predictable cash flow generation ability, coupled with higher return ratios (ROE, ROCE) and the ability to scale up its business. The focus will be on quality of management, the promoter’s stake and the scalability of the business.
In your Model Portfolio subscription, you will be holding a portfolio of 15 stocks. The detailed reason can be viewed in your dashboard. The portfolio will be reviewed quarterly and rebalancing (if needed) or change in stocks will be done along with the alignment of weightages.
The list of stocks’ recommendations will be viewed on your dashboard once your subscription is activated, and you are allocated a portfolio based on your risk profile.
In rare case, if you do not receive the recommendations feel free to call us on our customer helpline number 02066663802, or write us on [email protected]
Act immediately on every recommendation, we advise you to keep a margin of 5 per cent over our recommended price in case the market rapidly moves post-recommendation and keep your weightage aligned with the portfolio allocated to you.
Since 1986, DSIJ is in equity research. We have and will be continuing to put our best effort to ensure that your capital is protected, and our quality research helps you to create wealth. However, this can only be on best effort/intent basis, and no one can assure you guaranteed returns in the stock market. Do note investment in securities market are subject to market risks and the responsibility of investing lies with the subscriber only. For refund policy do visit the ‘Terms and Conditions’ link on our website.
When you join our service, you will get access to the Model Portfolio managed by our Research team. As a subscriber, we expect you to replicate your investments in the Model Portfolio in the same proportion. Whenever there is a change in a portfolio constituent either through stock purchase, an exit from stock, or a rebalancing of a stock within the Model Portfolio, we will notify you about the changes. We request that you follow the same adjustments in your own investment portfolio to align it with the Model Portfolio. Please note that this approach ensures that you have the opportunity to benefit from the expertise and recommendations of our research team, allowing you to mirror the Model Portfolio and achieve similar investment outcomes.
According to the SEBI circular dated September 23, 2020, investment advisors are allowed to charge fees in advance. However, the advance fees should not exceed the fees for two quarters. Therefore, based on this regulation, the fees can only be charged for a period of 6 months.
Have a query?
Our Other Services
