FundSelect Plus is a Premium Service managed by Vivek Chaurasia, that offers readymade Wealth Building Solution with 7 tested & proven portfolio strategies. These are in-depth investment strategies that are geared for every phase of your financial life. FundSelect Plus gives its subscribers access to a complete wealth building solution that could be implemented towards your various financial goal.
As a premium member, you will receive access to 7 portfolio strategies which you may use to build dedicated mutual funds portfolio for your life goals. It also provides monthly performance review and updates from Vivek on all the mutual funds he has recommended under the service.
FundSelect Plus is a research subscription service backed by our proprietary SMART Score Matrix.
| S |
M |
A |
R |
T |
| Systems and Processes |
Market Cycle Performance |
Asset Management Style |
Risk-Reward Ratios |
Performance Track Record |
FundSelect Plus carries the expertise of a research team which has been researching and advising on mutual funds since 1999. It delivers unbiased and independent opinion on mutual funds which we think have a very high potential to help you meet your financial goals
What is the goal of FundSelect Plus?
The goal of FundSelect Plus is to deliver readymade, tested and proven portfolio strategies with a bundle of high quality and reliable mutual funds having high return potential.
What does FundSelect Plus offer?
The FundSelect Plus service has three parts to it.
The first part covers the recommendations under FundSelect Plus Strategies and detailed notes covering rationale behind recommended strategies.
The second part is the review of performance of all recommended strategies and recommended funds, where we have not recommended a sell yet.
The third part is the future outlook and course of action.
Please do have a look at a sample report for FundSelect Plus.
Who is the editor of FundSelect Plus?
Vivek Chaurasia (Research Analyst) , is the editor of FundSelect and FundSelect Plus, the flagship research services of PersonalFN. He is also an active contributor to PersonalFN's most popular newsletter read by over 150,000 subscribers, Daily Weatlh Letter. Having over a decade of experience in analyzing mutual funds, Vivek understands functioning of the mutual fund industry very well and applies his financial and analytical skills to closely scrutinize each fund to his satisfaction.
Vivek joined PersonalFN as a Senior Research Analyst, in 2009 and quickly adopted the philosophy of our research team, i.e. honest and unbiased research for naive investors, who are tired of being mis-sold. Over these years, he has developed a robust fund selection and filtration model - 'SMART Score model' that has been tested across various cycles now and constantly looks for scope to strengthen it further. Vivek follows the principle of safety first when it comes to picking funds for investors. That is the reason he has a long list of rejected funds as compared to the ones he has endorsed so far.
Vivek is an avid follower of John C. Bogle (the founder of The Vanguard Group and the author of the bestseller book - Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor) and Warren Buffet (one of the most successful investors of all time)
What is the frequency of the reports and what is the minimum number of reports expected annually?
While the FundSelect Plus strategies are accessible 24X7, the monthly review notes are sent out by the 25th of the month. So there would be minimum 12 review notes each year. Having said that if certain market conditions warrant changes in recommendations, subscribers will get notification through our special update mails over and above the monthly review and updates. In addition to the monthly performance review, any crucial update on funds covered under FundSelect Plus will be communicated to FundSelect Plus subscribers.
Here is something our subscribers have to say about their experience in FundSelect Plus...
What FundSelect Plus does not offer?
FundSelect Plus is a generalized recommendation service. We do not offer customized or personalized opinions for any particular subscriber or class of subscribers under FundSelect Plus. We strongly recommend our subscribers seek professional advice before taking any decisions for their investments.
I want to know more about FundSelect Plus. How should I proceed?
You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61361200 between 10 am to 6 pm from Monday to Friday, and 10 am to 2 pm on Saturdays.
How can I try FundSelect Plus?
We are delighted to inform you that you can try FundSelect Plus completely risk free! There's a 30-day money back guarantee. So if it turns out that you don't like FundSelect Plus, we'll gladly give back every rupee you paid for it.
Try FundSelect Plus Now!