Let us discuss with our Fund manager
Additionally, You may want to know
As mentioned above, under PMS service minimum investment required is Rs.50,00,000/-.
For our long-term equity portfolios, such as the Resilient and Surge India, the investment can be made either in a staggered manner or all at once, based on the fund manager’s discretion.
Momentum portfolio deploys all equity, without staggering.
ou have a say in deciding which Equity portfolio you want to invest in. However, beyond this, we hold the discretion of structuring these portfolios. We have our own model portfolios which have been built over the years with careful analysis at our end. Think about it. It’s a waste of your time to try and figure out which stock to buy more of, which stock to sell, how to take out money, and so on. We’ll take care of that for you.
Each portfolio strategy has a different mechanism of stock selection. Our Whitepapers give you a deeper look:
Surge India Portfolio: https://hubs.ly/H0pyQX_0
Adaptive Momentum Portfolio: https://hubs.ly/H0Bhlnn0
Resilient ( erstwhile Low Vol) Portfolio: https://hubs.ly/H0YBl6-0
You can do Lumpsums and SIPs both. There are no minimums applicable on top-up amount.
You can write a cheque to us (written in favor of DTMAlgo FIntech SOlutions Pvt. Ltd.) or do an online transfer. You can write to us at either support@dtmalgo.in OR dtmalgo@gmail.com to request for online transfer details.
We currently don’t offer payment gateway for initial fund transfer. The facility is available for subsequent SIPs.
No, you don’t need to top it up. Minimum invested capital needs to be 50 lakhs, not the mark-to-market value of your invested capital.
