Portfolio Design Service (PDS)

  • Have us design your Portfolio
    (One Time Design, and Timely Monitoring)
  • Mix of Mutual Funds & Exotic ETFs*
    (*Smart products for exceptional Long Term benefits)
  • Both US & INDIAN Markets
    (We’ll help you open a direct US brokerage a/c)
  • We’ll explain you Stocks Markets overall in < 1hr.
  • Discuss reasonable expectations.
  • Suggest a mix of ETFs / Exotic-ETFs (& % allocation),
    based on your risk-tolerance & long term goals.

Few pointers:

  • Investing in the Markets with SIPs may not be productive, as you get only HALF of the market gains in bull runs, & lose on the entire corpus during crashes.
  • We will alert you to entry & exit points, as needed. This is not frequent trading, and can be done easily, say, once a quarter / half-yearly, or, on sudden panics.
  • Exotic-ETFs – By the time markets multiply 2x in 5 – 7 years, Exotic-ETFs can multiply 8x (as designed). See our Blog page for details. EXCLUSIVELY available on www.L2M.co.in.

Paid Service – Rs. 1499 / US $49

  • 50% payment before Session 1
    (Discuss Framework) - Buy Here
  • 50% payment before Session 2
    (Portfolio Details) - Buy Here
  • Annual Renewal (@ 50% Cost) - Buy Here
    (see the preview video for details)

I/We are NOT a registered broker, NOR a registered Financial Advisor, and the consultation provided is for educational & informational purposes only.

I/We have 5+ years of stock market investing experience (2014 onwards), both US & INDIA markets, and our performance & current portfolio is listed on the website.

As part of this PDS (Portfolio Design Service), you will manage & maintain your trading / brokerage account. We will design your portfolio for the long run, provide you knowledge of the smart products, and guide you along the way, via regular monitoring, portfolio allocation alerts, & monthly updates.

  • Prices include GST (as applicable).
  • All sales FINAL / NO REFUNDS.

WHAT WE OFFER !!!

  • A comprehensive knowledge of the stock markets (once & for all) in 5 simple videos.
  • For DIY investors, Mutual Fund/SIP investors, or seeking knowledge to invest with confidence.
  • Invest in the US markets from India, with a direct US brokerage account (Exotic ETFs & $/Rs benefits).

Overview

Learn about stock markets in 5 simple videos, from an IIT & Stanford alum, having 5+ years of experience in stock markets. Learn peace-of-mind or buy-&-forget investing, and not too much frequent trading (which can be like a casino & un-productive).

Then, learn India-2-US investing, offering triple benefits to the Indian residents, as in superior returns, smart products like Leveraged-ETFs, & $/Rs gains, etc.

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