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Smart and Secure Portfolio Management Services
If you are looking at optimize returns for your investments, you don't have to worry any more as we provide you with our expert services. With minimum possible risk and defined time frame, you can ensure that your investments reap optimum returns.
Fullerton Securities Model Portfolios - Investing in stocks made easy for you!
With our extensive research and exhaustive processes, we structure our 3 unique Model Portfolios which sets you free from all the apprehensions!
Model Portfolio Process
Upto 1000 scrips are defined
Stocks are further extracted based on their historical
performance and future growth potential
Stocks with high correlation are removed
Finally, a portfolio of highly diversified stocks with
high growth potential is created
Our 3 unique Model Portfolio:
The most hassle-free way to invest in the equity markets and maximize profits is here. Pick the proven Model Portfolio best suited for you, and start benefitting!
Conservative Model Portfolio:
This portfolio is perfect for risk-averse investors who do not want to have large exposure to volatile small cap/ mid cap stocks. Even though this portfolio mainly comprises of large cap stocks, we have provided a small exposure to mid cap stocks in order to maximize the returns.
Moderate Model Portfolio:
Moderate Portfolio is targeted at those investors who are willing to take a little more risk in order to maximize returns. This portfolio comprises large cap and mid cap stocks in nearly equal proportion.
Aggressive Model Portfolio:
Aggressive Portfolio is targeted at the aggressive investor, willing to take more risk for maximum returns. This portfolio comprises of Large Cap, Mid Cap and Small Cap stocks in approximate 20:50:30 proportion.
Advantages of signing up for Model Portfolios:
- Dynamic asset allocation strategy
- Diversification across segment and sectors
- Structured Portfolios based on risk appetite
- Periodic review & re-alignment to optimize returns
- Defined time horizon
You can even start investing in Model Portfolios with a small amount every month, much like a SIP.
