SSIS Business Benefit Portfolio

The SSIS Business Benefit Portfolio invests your money in a liquid pool of investments that target different areas of the market for optimum portfolio growth. This portfolio aims to keep your investments secure and growing at a decent pace with minimal volatility so that your capital can be juggled between your business and your portfolio.

Performance Chart(Absolute return since inception date against a benchmark, use nifty 50 daily closing rate)

How Do We Manage SSIS Business Benefit Portfolio?

The SSIS Business Benefit Portfolio follows a risk-averse investment management philosophy. As our risk avoidance strategy, only a small percentage of the capital is invested in direct equity. The rest is invested in undervalued broad market index ETFs that provide stable returns and liquidity to our investors.

This portfolio only includes highly liquid equity and debt securities with a high allocation to dividend-paying stocks and government securities which significantly lower volatility than highly speculated stocks.

Your business has the complete flexibility of taking money in and out of the portfolio, and thus, we keep your core business as the topmost priority. For example, if your business requires urgent funds to facilitate a transaction, we can cash out a part of the portfolio and with every rebalancing, we can add or withdraw funds without any hassles.

We realign the portfolio to our desired level of risk and allocation with every rebalancing and the SSIS Business Benefit Portfolio invests only in equities, debt, and ETFs that have high liquidity and low risk, thus keeping your money secure and growing.

Portfolio Highlights

Portfolio Performance

Sharpe Ratio Beta

Expected Return[2022]

Top Holdings

How To Start Your Business Benefit Portfolio?

To invest in this SSIS Business Benefit Portfolio you have to follow these steps:-

Start Now
Start Smart

Some frequently asked questions

To invest in SSIS Portfolios you have to follow the following steps:-
  • a) Click on the ‘Invest Now’ button and fill in the KYC/Booking Form.
  • b) Our Client Representative gets in touch with you to handle all the formalities.
  • c) Post that, we set up the portfolio in your DEMAT account. The access of your account and investments stays with you.
  • d) We rebalance the portfolios once in every quarter. At the time of the next rebalancing, our client representative will contact you to make the necessary amends.
  • e) The same process follows till the time you wish to stay invested in SSIS Portfolios.

We request our clients to add a new trading account to their current demat account so that we can operate without interfering with your previous arrangements. At the time of setting up your account, our client representative creates your portfolio exactly like the portfolio our team manages. At the time of the portfolio rebalancing, our representative will make the changes in your portfolio. You can choose whether you want them to do it at your location or via online measures. Despite minimal interference from our team, you always remain in control of your money

If you choose the investment option as lumpsum at the time of investing, we charge a one time flat fee that is debited from your account every quarter. If you increase your portfolio size during the tenure the system automatically makes changes for the increase/decrease in management charges on a quarterly basis. In the SIP investment option, our management fees are deducted every month

SSIS caters to the needs of all categories of investors. We manage six portfolios for different investor needs and risk profiles. Every portfolio uses unique tactics that submerge into our investment ideology.In the increasing order of risk along with 2022 expected return, they are
  • 1. SSIS Balanced Portfolio 9%
  • 2. SSIS All-Weather Portfolio 13%
  • 3. SSIS Multi-Asset Portfolio 13%
  • 4. SSIS Multi-Cap Portfolio 18%
  • 5. SSIS Contra Portfolio 24%
The last of the six portfolios is our specially designed SSIS Business Benefit Portfolio, that enables businesses to increase their profits by investing excess working capital. This highly liquid, low risk portfolio has forward estimates of 8.25% for 2022.
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