5 Circles Private Limited.
Subscription charges – 24,999/- per annum with below mentioned features -
- Team of Experts Working for You.
- Creation of Model Portfolio based on different expectations.
- Using different strategies to create portfolio viz Defensive, Growth, Balanced
- Active monitoring and rebalancing serve to adjust Portfolio allocation and
- Quarterly performance report.
The aim of our Conservative Model Portfolio selection is to
provide a steady, reliable dividend income from companies with minimal risk of bankruptcy.
This type of model portfolio would generally be created with Blue Chip Companies as well as
money market assets. This portfolio is created considering low level of risk.
Moderate Model Portfolio is combination of Conservative and
Aggressive portfolio. This type of model portfolio would generally be created with the
combination of Blue-Chip Companies and Mid Cap Companies. Blue chip companies would
help in generating steady income and Mid cap companies, leaders in the industry would help
in building wealth. This portfolio is created considering moderate level of risk.
The aim of our Aggressive Model Portfolio is to provide an
aggressive return on investment with high risk. This type of model portfolio would generally
be created with Mid Cap Companies and Small Cap Companies focusing on highly profitable
industry leaders that have long-term opportunities to reinvest profits at high rates of return.
This portfolio is created considering high level of risk.