Model Portfolio for Long Term

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 service@dsij.in

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.