|
| Call NOW + 91-22-40936076 |
 |
|
What is Wealth Winner? |
|
Wealth winner is a unique dynamic balancing method to maximise returns by timing entry into a mutual fund scheme at the onset of Bullish Runs & Gradually exiting at the start of Bearish Runs. It gives the right mix of Debt and Equity investment at any point of time of the market on a daily basis by Continual & Periodic Study of Market Conditions along with rigorous quantitative studies. |
| |
|
Why Wealth Winner? |
|
|
Sir John Templeton says "Invest at Market Bottoms & Book Profit at Highs" WEALTH WINNER is a clear solution to achieve this. A time tested model backed by 25+ years of experience. |
|
| |
|
|
We at Sushil Finance have developed "Investment/Cash levels" an extremely efficient indicator that gives us the Investment Level in any market condition. Using this to rebalance your portfolio will enable buying at lows and selling at highs, thus booking profits on rises and buying on falls |
|
| |
|
|
Investment objective is to outperform normalized returns from schemes & benchmarks over a longer duration. Rigorous back testing and practical performance of our client's portfolio over different time periods/market cycles have shown that outperforming the equity schemes by a good margin is possible. |
|
| |
|
|
|
| |
|
Wealth Winner is a winner against SIP/Lumpsum/Index Investments |
|
|
| Disclaimer “*Absolute Returns from 01/01/2008 to 31/12/2011”. |
| ( Past performance is not a guarantee of Future performance. ) |
|
Features in a Nutshell |
| |
| IN A NUTSHELL |
| |
RETURNS |
 |
|
RISKS |
 |
Consistently outperforms Equity Schemes over a period of time. |
|
Reduce Risk by ensuring diversification across debt and equity. |
|
Experience Real Profits by periodic profit booking at highs of bull run & safeguard by investing into debt schemes. |
|
Mutual Funds Schemes are subject to market risks and debt schemes are subject to sovereign risks associated. |
|
Continual growth in investment at index lows to ensure maximum equity gains. |
|
|
| |
EASY TRACKING |
|
COSTS |
|
Buy units online and view portfolio in a demat holding statement. |
|
Only transaction charge of 0.5% applicable. |
|
Periodic rebalancing done once a month - Scheme selection as per your investment objective. |
|
Exit load wherever applicable. |
|
Use our intelligent tools and calculators to track your investments. |
|
No additional fees. |
|
|
|
|
| |
|
How to become a Wealth Winner? |
| |
|
BECOME A WEALTH WINNER IN 3 DAYS |
|
Documents Needed |
|
PAN card, |
Open Demat Account and Trading A/C with Sushil Finance and fill Wealth Winner details |
|
Cancelled Cheque, |
Obtain Unique Client Code from us. |
|
Bank A/C Proof, |
Deposit money in ledger A/C OR share your current MF Portfolio |
|
Address Proof, |
Identify a date to begin investments. Start using Wealth Winner Indicator to Balance Portfolio. |
|
KYC Form, |
Track portfolio and Performance Online. |
|
| |
|
FAQ |
Which Mutual Funds Schemes should I select?
Our flagship product ‘MF Rankings’ will help you select a set of strong diversified mutual fund schemes having established fund managers with a proven track record of consistent returns. MF Rankings are derived from intensive calculations on various mutual fund scheme parameters to identify the best schemes for long term investments. MF Rankings will help you select a set of 5-6 schemes across equity & debt. Our investment philosophy would be to stay invested in equity schemes when we expect a strong bull run & invest in debt funds or sit on cash when market conditions locally/globally might seem unstable i.e. rebalance the holdings.
|
|
What role would SFSPL undertake?
Periodically, SFSPL would calculate a split between debt & equity sections based on “Investment/Cash levels” - a dynamic indicator that tracks fundamentals as well as technical indicators exclusively tailored to Indian indices based on years of accumulated knowledge.
|
|
What are the associated benefits of your product?
- Balanced Portfolio by splitting portfolio into diversified equity fund & debt/cash, thus reducing overall risk.
- Maximize Returns by staying invested in bull runs & convert paper profits into real profits at commencement of downturn.
- Transferring worries of periodic rebalancing & scheme selection to Sushil Finance & enjoying the returns.
- Added flexibility of holding high amounts of cash or equity, which fund managers might not have due to sheer size of assets under management & fund mandates.
- Online buy/sell transactions along with demat holding for easy online portfolio viewing, paperless transactions & lower costs.
|
|
What is the investment horizon to gain maximum returns of the fund?
We suggest an investment horizon of between 3-5 years to derive the advantages of rebalancing a portfolio between debt & equity through at least one Bull and one Bear phase of the equity market.
|
|
| |
DISCLAIMER: Mutual Fund Investments are subject to market risks. Please read the Statement of Additional Information (SAI) and Scheme Information Document (SID) carefully before investing.
The historical returns are only an indication and don’t warrant any minimum returns in the future. However, we would take utmost care to have significant amount of Cash in safe debt schemes to mitigate risks. This is strictly a Research based product only for Mutual Funds and clients are not expected to use this strategy without seeking proper advice from Sushil Finance while dealing in mutual funds. The opinions or contents expressed in this product are those of the creator of the product and are subject to change without any notice. We shall not be liable for any direct or indirect losses arising from the use thereof and the investors are requested to use the information contained herein at their own risk.
|
| |