This does not constitute investment advice. Returns mentioned herein are in no way a guarantee or promise of future returns. Mutual Fund investments are subject to market risks, read all schemes related documents carefully

The Holy Trinity Of Investments

Get 3 Of Our Most Successful & Return Oriented Premium Reports At A Never Before Price Only For A Limited Time Period

Dear Investor,

Here it is...

A Golden Opportunity!

To lay your hands on 3 of our most successful premium reports!

Goes without saying that these three reports have huge potential!

Hundreds of smart investors like yourself have already claimed access to either one or all of these reports individually.

And now is the opportunity to get all three of these actionable reports right away...

At a discount we don't do usually.

What you are about to read, might change the way you invest, COMPLETELY!

You see, if you want to be a successful investor, you should have a versatile approach to it.

Having all the eggs in one basket has never really helped anyone.

You should have the expertise to pick funds that have huge potential, but before they become common.

We call them “Undiscovered Funds”, and they have a huge potential for solid results.

As the name suggests, these are not known to many and can get in the moolah for you.

Once you are on the path to build wealth as opposed to just making money, you have almost cracked the code to become a super investor.

When the monies come in, you need to invest in opportunities that are aimed towards "Wealth Building" in the foreseeable future.

You may call it the strategic investment approach. And you should have such Strategically picked funds in your portfolio.

Once you are on the path to build wealth as opposed to just making money, you have almost cracked the code to become a super investor.

And then as the final masterstroke, you need to have funds that have the potential to multiply your gains exponentially!

They need the Alpha Factor in them to get in the desired results.

Now, it sounds simple, but requires some amount of hardwork and research, to pick the right opportunities.

Fortunately, we have been doing this successfully for over 20 years!

So, you can bank on our experience...

But how?

Three Premium Reports
That Cover All Of This

Three of our most premium reports cover all the three factors individually.

In detail...

Each of these reports are special in their own way, and till now, we have made them available individually, to our readers and subscribers.

Individually, they are each sold at multiples of thousands!

But we do not want you to pay that as we understand how important these reports are.

And thus, we have combined these super premium reports in an all-in-one offer whereby you get instant access to all the three premium reports, by paying the price of just one...

Sounds good right?

But before we go ahead, let us tell you all about these three premium reports.

Strategic Funds Portfolio For 2025

Based on the concept of "Strategic Portfolio Theory", this premium report will help you build an optimum mutual funds portfolio for 2025 WITHOUT any effort on your part.

In this exclusive report, you will get to know the top time-tested equity mutual funds that have shown the ability to build wealth for investors over a long period.

Our research team, with their years of experience and extensive knowledge about mutual funds, have gone to great lengths to find out potentially the best and consistent performers across market conditions.

And they have discovered the top few gems in the mutual fund market that have the potential to...

• Show superior consistency in performance over a long period.

• Show stability and reliability across various market cycles.

• Strike a better risk-return trade-off over time.

• Belong to process-driven mutual fund houses that follow stringent investment systems.

• Rank highest in terms of active portfolio quality. And much more.

All you have to do is consider investing your money in the funds recommended in the strategic portfolio, in the suggested allocation and you may reap benefits like you have never done before!

Next is...

5 Undiscovered Equity Funds with High Growth Potential.

Mr. Market do falter at times.

A few mutual funds, nonetheless reporting strong gains year over year, still do not get caught in the market radar.

Or let's say, they are still UNKNOWN to many market participants.

Yes, even many of the mutual fund distributors and institutional investors (in some cases)

These small funds are not bulky and are NOT in a saturation phase, that might affect a gradual slowdown in performance - as is often the case with its larger counterparts.

These funds are in a super-growth phase and they are positioned to grow leaps and bounds over the next 5-10 years.

By staying true to their investment style and adding a consistent performance track record to their credit, they wait...

...until they get noticed by investors.

But the smart investors may have already raked in their HUGE gains by then. It's in that initial phase when most of the money could be made.

What's more?

They do not face any size constraints, maintain highly liquid portfolios and are actively managed by their fund managers.

With a diversified and liquid portfolio, they are well placed to weather any storm.

Isn't that great?

But what's even better is the third one...

The Alpha Funds Report 2020

In this exclusive report, we have revealed our top 5 Alpha picks for 2020...that might, simply speaking, have the potential to make you loads of money in the next few years.

These FIVE funds are the ultimate Alpha funds chosen specially for the PersonalFN followers.

These funds are for the aggressive investors who are up for 'high risk-high reward' investment opportunities and are up for a ride on the new wave of market opportunity.

If our calculations are right, these funds would probably bring in a high double to even triple digit returns over the next 5-7 years.

Please note: it might vary though.

But we are almost certain of what we are saying.

So, now that you have a clearer sense of what type of potential is in store for you...

Click Here To Get Instant Access
To 3 Premium Reports

But if you are new to these popular products, would you not want to know what is really special about these reports first.

Staretgic Funds Portfolio For 2025
What Makes It Special?

• The portfolio should be built with a time horizon of at least 5 years

• It should be diversified across investment style and fund management

• Each fund should be true to its investment style and mandate

• They should be managed by experienced and competent fund managers and belong to fund houses that have well defined investment systems and processes in place

• They should be amongst top scorers in their respective categories

• Each fund should have seen at least 3 market cycles of outperformance

• The portfolio should contain right number of schemes in the right proportion. In short it should carry the most optimum allocation to each scheme and investment style

• No exceeding the limit of seven mutual funds in your portfolio.

• No two schemes will be managed by the same fund manager

• Not more than two schemes from the same fund house will be included in the portfolio.

That should be a good start for you.

Once you are done with this, now comes the MOST IMPORTANT part of this whole unique strategy of investing.

We call this "Core + Satellite" Strategy of Investing.

What's so unique about this?

Good question.

If we were to explain it in layman's term, we would say that this strategy aims to get the best of both worlds, that is, short-term high-rewarding opportunities and long-term steady-return investing, and the good thing is, it most probably works!

The term "core" applies to the more stable, long-term holdings of the portfolio while the term "satellite" applies to the strategic portion that would help push up the overall returns of the portfolio, across market conditions.

Our research states that 60 percent of the portfolio is reserved for Core mutual funds and the rest 40 percent is invested in the Satellite mutual funds.

What's more? The investment is done not across variant themes but...

...On differentiated investment styles with greater focus on optimum portfolio allocation.

You see, this investment strategy is applied only by a handful of successful investors, and no doubt, it is going to be rather difficult to deploy.

The Uniqueness Of This Report - Absolute Simplicity

Following the "Strategic Portfolio Theory", we have chosen just a handful of diversified equity mutual funds out of over five hundred floating in the market, for you to consider investing in for superior long term gains.

Strategic Fund #1:

A large-cap equity fund that has outperformed the benchmark by a substantial margin in the past five years, while keeping volatility in check. The blend style strategy followed by the fund allows investors to benefit from a mix of stability and growth. The fund scores high on risk-adjusted returns and has managed to deliver superior returns at a much lower volatility compared to the benchmark. This makes it an ideal fund to form your core portfolio, keeping an investment horizon of 5 years and more.

Strategic Fund #2:

A large-cap biased multi-cap fund that has shown exceptional performance and has established itself as the top contender in its category. It has proven its ability to curb the downside risk and reward investors even in extreme conditions. The fund has not only kept risk under control, but has also managed to deliver benchmark-beating returns over longer time frames. It has rewarded investors with superior risk-adjusted returns and is an ideal fund to provide stability with growth to your portfolio.

Strategic Fund #3:

A multi-cap fund that gives high preference to value style of investing has rewarded investors substantially in the last few years. The fund seeks undervalued stocks across market caps without comprising on quality. It strategy of diversification across geographies and sectorial allocation along with stable fund management makes the fund a dependable proposition for a core holding in one's long-term portfolio. The fund has delivered superior risk adjusted returns and follows effective portfolio strategies that should benefit investors having an investment horizon spanning five years or more.

Strategic Fund #4:

An actively managed fund that follows against-the-tide kind of investing style and takes contrarian bets to invest in sectors and stocks that are temporarily out of favour. Following a sub-version of value investing strategy, it constantly looks for stocks available at significant discount and cheap valuations. Backed by stringent processes and systems, the fund has delighted its investors with superior risk adjusted returns. Its ability to consistently generate returns supported by effective portfolio management and sound risk management strategies, makes it an ideal bet for a core portfolio of investors having longer time horizon and high-risk appetite.

Strategic Fund #5:

A prudently managed large and mid cap fund that has set itself apart from its peers by rewarding its long-term investors, without taking excessive risk. The fund has delivered superior risk-adjusted returns for its investors. The fund manager looks for high growth oriented stocks in the mid as well as large cap segment, which are available at fair and attractive valuations. Having significant allocation towards midcaps, high volatility cannot be ruled out and thus has been placed in the satellite portion of the portfolio. Therefore, you should be prepared for the risk associated with the fund. Nonetheless, if you can bear the short-term pain, the long-term gains can be rewarding.

Strategic Fund #6:

A dark horse in the midcap funds category, that has a track record of over a decade. The fund shot in to the limelight only few years back and has dominated the midcap space on multiple occasions in the last five years. It has not disappointed investors over the recent market cycles and scores well in terms of managing risk too. Its active investment style makes it an ideal contender for the satellite portion of the portfolio. This being a mid cap fund involves higher risk, which may prove beneficial for the portfolio in the form of superior long term gains.

Strategic Fund #7:

A well-managed equity oriented aggressive hybrid fund that has not only outperformed its peers, but outpaced equity diversified funds as well. The fund uses sound risk management processes to deal with volatility. This has enabled the fund to outperform across market cycles with superior risk-adjusted returns. The funds strategy of diversifying its equity assets across sectors and market-caps with limited portfolio churn helps it lower the risk, while its allocation across large-caps and mid-caps enables it to outperform the peers in a bull phase.

You could consider investing your money in these 7 funds and just forget about it for next few years...or to be specific, till 2025.

And after 2025, your portfolio could potentially return you in the double or even TRIPLE digits!

Of course, there is a chance that this might not happen... But then to make this kind of returns, you need to take that extra bit of risk.

Agree?

You may reap BIGGER gains at a relatively lower risk, than in plain old stock or bond investments. Okay, let's get on to next.

5 Undiscovered Equity Funds with High Growth Potential
What's Special About It?

...but probably profitable beyond your imagination, if you invest in them now.

Curious to know about these five hidden gems

Undiscovered Fund #1

Launched with the objective of benefiting from extra-ordinary growth opportunities prevailing across stocks and sectors, this fund has been capable of capturing on such opportunities and has beaten the broader markets over longer time period.

In the last 5 years, the fund has generated returns at around 12.3% CAGR and has beaten its benchmark by a CAGR of 2.5 percentage points.

Undiscovered Fund #2

This fund comes with a mandate to hold exposure across both large caps and midcaps, but carries a large cap bias.

Despite a history of over a decade dominated by a track record of stable performance, the fund has gone unnoticed by investors. It has a corpus of just about Rs 1,000 crore, that has more than doubled in the last one year.

Undiscovered Fund #3

This fund has always eyed for growth. It held just about Rs 220 Crore in 2013, which shows it was not well known and not trusted by many. Still, it turned out to be a well managed fund and has even stood among the top performers in its category

Despite giving a market beating performance over the past 5 years, the fund size stands at just about Rs 725 crore

Undiscovered Fund #4

In the last 5 years, this less popular fund has shown a stellar performance and has grown at a CAGR of 11.3%. An investment of Rs 1 Lakh in the fund (made in Jan 2015) would have appreciated to Rs 1.70 lakh.

That's an increase by 1.7 times! Just in comparison, a similar investment in its then popular peer would have grown to just about Rs 1.25 lakh.

Undiscovered Fund #5

An aggressive hybrid style fund that follows asset allocation strategy to generate capital appreciation through equities, while adds some element of stability through significant allocation to debt.

With a CAGR of around 12.8%, Rs 1 lakh invested in its NFO four and a half years back would have grown to around Rs 1.72 Lakhs!

You see, it is hidden gems like these that have the potential to make money for investors, but not many know about them!

These are the winners of tomorrow, which could probably make one wealthier!

And that is exactly why one should consider investing in them.

In simpler words, it is like a bed of diamonds buried in your backyard and you don't know about it. Crazy, right?

They are well poised to generate massive wealth for you in the years to come.

Want to generate potentially double or triple digit returns from your mutual fund investments? These five future market darlings might be ideal for you.

As we told you, these funds are extremely rare.

Last but not the least...

The Alpha Funds Report For 2020
What's Special About It?

High Alpha Fund #1:

This high alpha generating large cap fund belongs to a process driven fund house. It has come a long way purely backed by quality management which has resulted in stellar performance across time periods. The fund stands strong among the top performers in its category and has a track record of generating superior returns for its investors. The prudent investment strategies followed by the fund has earned it a tag of being a consistent performer that has rewarded long-term investors well across market cycles.

High Alpha Fund #2:

One of the popular schemes in the multicap funds category, it has caught the fancy of investors for quite some time. Driven by its smart sector and stock selection strategy, the fund has shown market-beating performance even in conditions where others have struggled to generate returns. It has shown a stellar performance across time periods and has constantly outperformed the benchmark and the category average across market cycles. Overall, the fund has proven its ability to create significant wealth for its investors.

High Alpha Fund #3:

Originally a mid and small cap focused fund, it has now been categorised under large and midcap funds. Its performance, especially over the past five years, has been quite impressive. This fund has been successful in outperforming broader markets and most of its prominent peers by a distinct margin. The prudent risk management strategies followed at the fund house has worked very well for the fund. While its midcap focus helped generate substantial returns during the last mid cap rally, the fund managed to limit the downside in the midcap crash that followed, thus turning out to be a reliable bet for aggressive investors.

High Alpha Fund #4:

This actively managed fund in the midcap space holds a superior performance track record and has been consistently dominating the mid cap space over the last few year. The fund completely stunned investors with its superior performance in 2017 and 2018 and stood strong among the top performers in the midcap funds category. It is suitable for aggressive investors having high risk appetite and looking for a well-managed midcap fund with potential to benefit significantly from its quality midcap stock picks.

High Alpha Fund #5:

One of the top performers in the small cap funds category, it has stood strong in the recent small cap crash, while many of its peers have fallen like ninepins. While not all small cap funds have the ability to survive a market crash, this fund has turned out to be an exception in terms of generating superior returns over complete market cycle. Focusing on multi-bagger stock ideas, the fund manager takes aggressive but calculated risk while adding high growth oriented quality small cap names to the portfolio. The fund has been efficient in managing the downside risk and has the potential to generate superior risk-adjusted returns for its long term investors.

These FIVE High Alpha funds are probably the best investments you will make to boost your portfolio returns over the next 5-7 years.

If your portfolio returns are rather modest...

If you want to fulfil a lofty financial need soon...

If you are merely looking for a golden opportunity...

This might be it.

Now, you might be wondering what makes us so potentially sure of what we are saying.

Here it is...

The secret sauce behind every PersonalFN success

These reports are really ‘exclusive' because they are SMART.

In other words, these mutual funds have passed our SMART Score Matrix with flying colors!

This is a special methodology that we follow to qualitatively and quantitatively assess the growth potential of a mutual fund.

To clarify...

"What is the SMART Score Matrix?"

We select mutual funds on the basis of 5 variable tests, viz. Systems and Process, Market cycle performance, Asset management style, Risk-reward ratios and Performance Track Record.

S	M	A	R	T
Systems and Processes	Market Cycle Performance	Asset Management Style	Risk-Reward Ratios	Performance Track Record

So, each fund recommended by PersonalFN has to go through our stringent process where they are tested on these five essential parameters.

It's like taking a test on five different qualities and getting scores from a very strict teacher!

What we normally try to see in these funds are as follows:

This matrix is specially developed by the in-house research team at PersonalFN and we believe, it's one of the best and reliable fund selection methodologies in the industry today.

Yes, these are some of the potentially "best of the best" funds out there in their own way.

And what's more?

You get this invaluable information in a special 3-in-1 pack at a price you could not even imagine!

Super Combo - 3 Premium Reports
At An Unbeatable Rs 15,000 Rs 1,950
For A Limited Period

For the first time ever, we decided to do something like this.

Each of those reports are easily valued at Rs 5,000 each. (Each of them has the potential to generate thousands in investment returns!)

However, we wanted to go one step further this time.

While super high discounts are our favorite way of pampering our loyal followers and returning a bit of goodwill your way, we wanted to make it a tad more special this time.

So, while the total value of this special 3-in-1 package stands at Rs 15,000 , we are going to give it away at a nominal Rs 1,950 only for our early bird subscribers.

Let us confirm that this is really a one-time opportunity and it is available for the first 500 subscribers only.

Hope you understand that our intensive market research processes cost a lot and we need to cover them if we are to keep providing our services to you, our valued followers.

But just for the time being, we are going against logic here.

And we are doing it for you.

So, our friend, now the question that lies to you is...

Are you ready to take charge
of your financial life?

We, at PersonalFN, believe that we can only show you the way but it is you who has to set upon it.

Our premium research reports are the "way" and the rest depend upon you-to take the necessary action and consider investing in the mutual funds contained therein.

So, here's our question.

Are you ready to take charge of your financial life?

Are you ready to forge your own way toward financial freedom?

Are you ready to live...and not just be alive burdened under monetary pressure?

If yes, then act now. This opportunity might not last forever, we promise you.

Give Me Access To All 3 Reports Right Now

To your wealth,
Team PersonalFN

P. S. We normally sell these premium reports individually and they are together valued at around Rs 15,000. Grab this golden opportunity to get these THREE PREMIUM REPORTS at a mere Rs 1,950 only-with savings of over Rs 13,000 right away.

P. P. S. Remember, this offer is available only for the first 500 subscribers. As soon as we hit the 500th subscriber, it won't be available anymore. Hurry up and get your 3-in-1 package now.

 

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