Portfolio Advisory Services (18 - 20 stocks Portfolio)
Customized For You
SEBI-Registered RA (INH000006396) | SEBI-Registered IA (INA000001142)
सेवा जानकारी
पोर्टफोलियो एडवाइजरी सर्विस
If you are a mid-to-long-term investor who wants expert guidance in building and managing your stock portfolio, while still keeping full control over your investments, this service can be a good fit for you!
Under PAS, we guide you on what stocks to buy, hold, or sell, and how to allocate your investments based on your risk profile, investment goals, and time horizon. You continue to invest through your own demat and broker account, and all decisions and execution remain with you.
Unlike Portfolio Management Services (PMS), PAS is a non-discretionary advisory service. This means:
- Your money always stays with you
- You decide when and how to execute transactions
- We guide you with professional, research-backed advice
What will you get?
- Stock recommendations with buy/sell ranges and quantity guidance to maintain portfolio weightages
- Ongoing monitoring with updates as market conditions change
- Portfolio-first approach (performance is evaluated at the overall portfolio level, not one stock)
What makes PAS personalised?
- Target prices can differ by subscriber based on entry point and market conditions
- Staggered buying approach to handle volatility
- Portfolio aligned to your risk profile
Support: Email the PAS team at pas@dsij.in for service-related queries.
सेवा की मुख्य विशेषताएं
Personalised Portfolio Advice
Your equity portfolio is structured around your risk profile, return expectations, investment horizon, and stock selection philosophy - not a one-size-fits-all model.
Portfolio Construction & Rebalancing
We build a fresh portfolio or restructure your existing holdings with defined stock weightages. Periodic rebalancing guidance is provided as market conditions and fundamentals evolve.
Continuous Portfolio Monitoring
Your portfolio is continuously tracked for business developments, valuation changes, and market risks - with timely BUY, SELL, or HOLD guidance when action is required.
Quality & Risk Discipline
Stock selection emphasises business quality, cash flows, balance-sheet strength, governance standards, and downside risk management.
Clear Communication & Support
Receive structured updates, portfolio-level guidance, and access to the PAS team for queries - without information overload or unnecessary complexity.
Simple & Transparent Fees
No commissions, no hidden costs. You pay a fixed upfront subscription fee for the service period - aligned with long-term advisory, not transaction churn.
PAS is a non-discretionary advisory service. You retain full control over your demat account, funds, and execution decisions.
Discuss Your Portfolio with a DSIJ Expert
Get clarity on how Portfolio Advisory Service can be structured for your investment goals.
लोग हमसे क्या कहते हैं?
यह हमारे ग्राहकों से प्राप्त प्रतिक्रिया है
बैंगलोर, कर्नाटक
16 सितंबर 2023
"मैं अपने जोखिम प्रोफ़ाइल के अनुसार समय पर अच्छे स्टॉक की सिफ़ारिश करने के लिए PAS टीम को धन्यवाद देना चाहता हूँ। मैं 2017 से स्टॉक और म्यूचुअल फंड में निवेश कर रहा हूँ, लेकिन यह PAS सेवा सभी प्रकार के निवेशकों के लिए उपयुक्त सर्वोत्तम निवेश प्लेटफार्मों में से एक है। मैं पूरी टीम की निरंतर सफलता की कामना करता हूँ।"
"मैं DSIJ PAS सशुल्क सेवा का ग्राहक हूँ। मुझे दीर्घकालिक निवेश बनाए रखने के लिए शोध रिपोर्ट के साथ-साथ सुझाव बहुत उपयोगी लगते हैं। सेवा दल गहन शोध करके सही कंपनी खोजने का सर्वोत्तम प्रयास कर रहा है। निवेश संबंधी निर्णय लेने में मेरा मार्गदर्शन करने के लिए PAS टीम का धन्यवाद।"
"मैं पिछले कई वर्षों से DSIJ का सदस्य हूँ और पिछले कुछ वर्षों से PAS का भी सदस्य हूँ। यह सेवा कम से कम कहने के लिए तो उत्कृष्ट रही है। महामारी के दौर में, जब अधिकांश निवेशक संशय में थे, इस सेवा ने कल्पना से परे परिणाम दिए हैं। किसी भी शेयर निवेशक के लिए यह ज़रूरी है। मैं इस सेवा से सचमुच प्रभावित हूँ।"
"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."
लोग हमसे क्या कहते हैं?
यह हमारे ग्राहकों से प्राप्त प्रतिक्रिया है
बैंगलोर, कर्नाटक
16 सितंबर 2023
"मैं अपने जोखिम प्रोफ़ाइल के अनुसार समय पर अच्छे स्टॉक की सिफ़ारिश करने के लिए PAS टीम को धन्यवाद देना चाहता हूँ। मैं 2017 से स्टॉक और म्यूचुअल फंड में निवेश कर रहा हूँ, लेकिन यह PAS सेवा सभी प्रकार के निवेशकों के लिए उपयुक्त सर्वोत्तम निवेश प्लेटफार्मों में से एक है। मैं पूरी टीम की निरंतर सफलता की कामना करता हूँ।"
"मैं DSIJ PAS सशुल्क सेवा का ग्राहक हूँ। मुझे दीर्घकालिक निवेश बनाए रखने के लिए शोध रिपोर्ट के साथ-साथ सुझाव बहुत उपयोगी लगते हैं। सेवा दल गहन शोध करके सही कंपनी खोजने का सर्वोत्तम प्रयास कर रहा है। निवेश संबंधी निर्णय लेने में मेरा मार्गदर्शन करने के लिए PAS टीम का धन्यवाद।"
"मैं पिछले कई वर्षों से DSIJ का सदस्य हूँ और पिछले कुछ वर्षों से PAS का भी सदस्य हूँ। यह सेवा कम से कम कहने के लिए तो उत्कृष्ट रही है। महामारी के दौर में, जब अधिकांश निवेशक संशय में थे, इस सेवा ने कल्पना से परे परिणाम दिए हैं। किसी भी शेयर निवेशक के लिए यह ज़रूरी है। मैं इस सेवा से सचमुच प्रभावित हूँ।"
"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."
अक्सर पूछे जाने वाले प्रश्नों
क्या आपके मन में कोई सवाल है? हमारे पास आपके लिए जवाब हैं!
PAS is a non-discretionary equity investment advisory service that helps you build and manage a customized stock portfolio based on your risk profile, investment goals, and time horizon.
Under PAS, we provide research-backed stock recommendations, but you retain full control of your demat, funds, and execution decisions.
- PAS is advisory - we guide you on what to buy, hold, or sell, but you decide when and how to execute.
- PMS is discretionary - a professional manager makes decisions and executes on your behalf.
PAS is ideal for investors who want expert advice with control and transparency.
PAS is suitable for investors who:
- Have a mid-to-long-term investment horizon (typically 1 year +)
- Want disciplined, research-based guidance rather than short-term calls
- Prefer to retain control of their brokerage account
- Want advice aligned to their risk appetite and goals
Before giving recommendations, we analyse your:
- Risk profile (conservative, balanced, aggressive)
- Investment horizon
- Return expectations
- Existing portfolio (if any)
Based on this, we prepare a suggested portfolio structure, including stock exit/entry guidance and target weightages.
No. PAS is non-discretionary advisory - we recommend transactions, but you execute them using your own broker and demat account. This keeps your money under your control.
You will receive:
- Regular portfolio updates
- Buy / Hold / Sell guidance as market conditions change
- Rebalancing suggestions when required
- Alerts on major fundamental or risk changes
Frequency varies with market activity, but you will always be informed about relevant actions.
We use a research-first approach, including business fundamentals, valuations, industry trends, and risk assessment. Our recommendations are not driven by short-term price movements but by long-term investment rationale.
No advisory service can guarantee returns. All recommendations are based on research and analysis, but markets entail risk. Your actual investment performance may vary based on timing, execution, and market conditions.
PAS works on an annual subscription fee basis.
- No hidden charges
- No performance fees
- Fee structure is transparent and upfront
Details are available in the Service Note.
Yes. If your investible equity capital grows and you prefer a discretionary, fully managed structure, we can discuss whether PMS might be more suitable for you at that stage.
We respect your privacy and ensure that your personal details are secure and confidential. We use your information only to contact you regarding the service and do not share it with third parties without consent.
- Click on ‘Subscribe’ or fill the form on this page with your details and a DSIJ expert will contact you to understand your goals.
- You receive a customised portfolio recommendation and next steps.
Yes. PAS is designed to support investors who are new to equity markets and want expert guidance.
Yes. You can execute recommended trades with any brokerage or demat provider.
Through a short questionnaire and call to understand your experience, goals, and comfort with market volatility.
Yes. You can reach the Portfolio Advisory Service (PAS) team at pas@dsij.in or call +91 92288 21920 for service-related queries and clarifications.
No. PAS is a non-discretionary advisory service. Since your funds and securities remain in your custody, you may start or discontinue the service at any time.
If your risk tolerance changes, you may retake the risk-profiling assessment. Based on the updated profile and as per applicable SEBI regulations, a revised portfolio may be recommended.
There is no fixed minimum or maximum capital requirement. However, for effective portfolio construction, we generally recommend starting with approximately ₹4 lakh. You may add additional capital or request withdrawals at any time.
No. PAS operates on a transparent, upfront subscription fee model. There are no hidden charges or performance-linked fees.
PAS is a personalised, portfolio-level advisory service, whereas our other offerings focus on individual stock recommendations.
Under PAS, we provide guidance on portfolio structure, stock weightages, and buy/sell quantities, tailored to your risk profile. PAS is offered under our SEBI-registered Investment Adviser licence (INA000001142).
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