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Model Portfolio for Long Term

Model Portfolio of stocks will help you to achieve your goal of wealth creation! Portfolio under this service comprises of companies with strong cash generating ability, healthy return ratios, coupled with good corporate governance practices. ...

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Multi Cap Portfolio

Equity has established itself as a resilient asset class within the realm of investments, consistently surpassing other asset classes and providing a platform for long-term wealth creation. In the context of Multi Cap Portfolio, our primary objective is to identify high-quality companies that exhibit strong and reliable cash generation. ...

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Advantages

Quality stocks with strong cash generating ability, heathy return ratios, coupled with good corporate governance practice.

Cutting the Noise by staying away from short term volatility in the market.

Combination of Large, Mid & Small cap companies as a powerful balanced portfolio.

It is a moderate risk product with diversified portfolio.

Small Cap Portfolio

Investing in small-cap companies within the equity market offers higher returns and growth potential compared to larger counterparts. Small Cap Portfolio provides a carefully selected portfolio of small-cap stocks based on solid fundamentals, valuation, industry trends, scalability, liquidity, and management quality. Diversification across sectors ensures a robust investment option....

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Advantages

Investing in stocks that have room for higher growth in future that can potentially become big companies.

Small-cap companies have the potential to offer higher returns. It is a Aggressive-risk product.

Long-term investors could see their investment value growing much more than the benchmark (BSE 250 SmallCap Index)

Investors will have a portfolio of stocks which are early stage growing companies

Mid Cap Portfolio

Investing in mid-cap stocks offers the opportunity for higher returns and diversification in the equity market. Mid-cap companies, positioned between large-cap and small-cap categories, have significant growth potential with reduced risk compared to small-cap stocks. ...

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Advantages

While mid-cap stocks can be subject to greater volatility than large-cap stocks, they tend to be less volatile than small-cap stocks.

Mid-cap companies have the potential to offer more favourable risk-adjusted returns. It is a moderate-risk product.

Mid-cap stocks may provide greater stability and potential for growth compared to other categories.

Mid-cap companies tend to have more information available for analysis than small-cap companies, allowing for better-informed investment decisions.

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Frequently Asked Questions

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

How many days will it take to activate my subscription account?

It will take a maximum of 2-3 working days from the date of payment realisation.

What kind of stocks will be recommended?

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.

How many recommendations will I receive?

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.

How will I receive these recommendations?

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.

What do I do, in case I do not receive the recommendation emails after activation?

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 service@dsij.in

What do I do after receiving the recommendations?

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.

If I incur a loss by following your calls, who will be responsible? Do you have any refund policy?

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.

How does this service work?

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.

If the validity is 5 years, then why cannot we pay for the entire 5 years at the start itself?

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.