SHREE DYNAMIC PLAN

Hello friends,

Are you seeking a stable portfolio?

Is retirement on your vision?

Do you have some major spending a few years down the line?

If yes, I am sure you will find this interesting!

In his book, “The Paradox of Choice”, Barry Schwartz writes, “Learning to choose is hard. Learning to choose well is harder. And learning to choose well in a world of unlimited possibilities is harder still, perhaps too hard.”

Imagine yourself thoroughly exhausted at the end of a hectic day.

All you can think of is to drop in at the nearest Starbucks outlet and grab yourself a cup of refreshing coffee!

However, the wide range of options in the menu only adds up to your confusion!

You have Espresso, Cappuccino, Americano, Latte, Mocha!

On top of it, you have at least 6 to 7 varieties of coffee beans and 3 to 4 types of milk!

Not to forget, the coveted cup of coffee comes in all possible sizes- Short, Tall, Grande, Venti!

In investment, the issue remains the same- ' The problem of plenty!'

There are 44 registered AMCs in India. There are 45 categories and several sub-categories of mutual funds. Thousands of new schemes are getting launched every day.

It is very difficult for an investor to select the best investment options.

As Thom Browne rightly said, " When people have too many choices, they make bad choices."

No doubt Mutual Funds are amazing, but how do you know which schemes are best for you?

Investing in the Domestic market sounds cool, but why can't we invest in global giants like Apple, Alphabet, Microsoft?

Commercial real estate gives great returns but who will handle problems like maintenance fees, property tax, getting good tenants?

Equity investment is fantastic but what about gold which has always been a good hedge against inflation?

Can we reduce equity when markets are weak and return to equity when markets are high?

The million-dollar question is: Can my money remain safe when everyone's portfolio is in critical condition?

Absolutely! Let me introduce you to a plan that is customized to fulfill all your financial needs- The Shree Dynamic Plan

The Shree Dynamic Plan has:

1. Indian Equity, Nasdaq, Commercial Real Estate, Bonds, and Gold.

2. Index Funds & ETFs.......so there is no fear of underperformance.

3. Exposure to dollar assets….. this helps us benefit from rupee depreciation and protects us if the Indian economy performs badly.

Just like IPL teams have international players to cover up the poor performance of domestic players!

4. Moves between Equity & Debt and also between Equity & Non-Equity assets based on market valuation.

On the basis of technical indicators (MACD, EMA, Stochastic Momentum), we decide whether Equity markets are weak or strong.

In weak markets, the equity exposure is reduced to 30%. We increase fixed income massively to reduce drawdowns and protect your portfolio from losses (like the amazing shield of Captain America).

Similarly, we increase equity enormously (80%) in strong markets?to facilitate wealth creation.

5. It allows you to earn steady Rentals & Capital appreciation from Commercial Real Estate.

6. It follows the Core & Satellite approach to lower tax impact. The emphasis is on long-term wealth creation.

7. There’s a simple low-cost fee structure- No exit load, no crazy commissions, no hidden charges.

Since its inception, the Plan has performed outstandingly well and has delivered amazing returns.

[ Disclaimer:?The client has an option for direct onboarding without the intermediation of persons engaged in distribution services. Clients under Portfolio Management Services are not being offered any guaranteed/assured returns. The performance-related information provided herein is not verified by SEBI.]

Well, that sounds like Aladdin’s magic lamp which can fulfill all your financial needs, right?

So, if you want wealth creation & stability, go for the Shree Dynamic Plan!

With Love,

Mohit.