Smart Freedom Portfolio
 

Objective

Most of us have at least one dream (the ultimate dream), so big that it literally takes our breath away. And if you are like common people, you might have dismissed the idea as absurd, postponed it for future, which never comes. This ultimate dream can be as wild as quitting a Job!

Your dream can make this world a better place in several ways

'Smart Freedom Portfolio' is here to make this dream come alive, To multiply investment 8 times in Ten years you need a CAGR return of 24%. This is exactly the expectations from this portfolio.

Returns are tremendous and the cost involved very nominal!

 

For whom

Age 20 to 30 years: Best time to derive maximum gains from compounding effect.

Age 30 to 40 years: Prepare for buying a dream house

Age 40 to 50 years: Prepare for child higher education and marriage

Age 50 to 60 years: Prepare for retirement and pursue your passion

Those who wish to learn the stock picking ideas and Portfolio Management

 

We all get equal chance to get benefitted from the Power of compounding, which is no less than a magic. Unfortunately very few appreciate this fact and derive the benefit.

 

About the scheme

Start date: 12th Oct 2015

Start sum: Rs 10 lacs

Investment horizon: 10 years

Expected returns: 8 times (assuming 24% CAGR returns and performance of other portfolio based schemes)

Risk: Low to Medium

All the stocks shall be purchased / sold by you in your account. Money and shares shall remain with you.

Portfolio has about 15 stocks.

Portfolio structure: Core satellite (80% of the funds invested in core stocks and remaining in fast growing medium sized companies)

 

Performance so far

Since start (12-10- 2015) Smart Freedom Portfolio has gained 69% while Nifty 50 gained 30% only as on 10 May 2018!

 
 

How the scheme works

New investors will have to start with the present value of Smart Freedom Portfolio

At the beginning we shall provide the complete portfolio with stocks and quantities. Kindly replicate the same at your end.

As and when any changes are warranted in portfolio, message is sent (name of stock and number of shares) through SMS, Whatsapp, Email and soft copy in login area.

On an average one change is made every 20 days

Every Monday status of Smart Freedom Portfolio is updated and the same can be accessed on website by logging into you area via Username and Password provided by us.

 

Guarantee of success

Based on past track record of various portfolio based products (Smart Portfolio, Smart manager, Portfolio of the Year, Fast Track Gains etc) we are confident of achieving the target sum.

In short term market sentiments play a very dominant role in deciding the stock returns, but in the long run it is the company financial performance which decides the returns. Since we are investing for long term based on financial soundness, management acumen and future prospects, stock returns are expected to be far better than market performance.

Despite many favorable factors we do not provide any guarantee of achieving the target returns.

 

Investors are strongly advised to invest only the total-free money, as the investment horizon is pretty long. Do not ever borrow to invest!

If you liked this product, you might also want to read Smart Manager

 

Subscribe / Subscription Charges

     
     
 
 
 

 

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