Mutual Fund & IPOs : Wealth Winner

Wealth Winner

What is Wealth Winner?

Wealth winner is a unique dynamic balancing method to maximise returns by timing entry into equity mutual fund scheme at the onset of Bullish Runs & Gradually exiting at the start of Bearish Runs.
It gives the right mix of Debt & Equity investment at any point of time of the market on a daily basis by Continual & Periodic Study of Market Conditions along with rigorous quantitative studies.

Why Wealth Winner?

  • Sir John Templeton says "Invest at Market Bottoms & Book Profit at Highs" WEALTH WINNER is a clear solution to achieve this. A time tested model backed by 25+ years of experience.
  • We at Sushil Finance have developed "Investment/Cash levels" an extremely efficient indicator that gives us the Investment Level in any market condition. Using this to rebalance your portfolio will enable buying at lows & selling at highs, thus booking profits on rises & buying on falls
  • Investment objective is to outperform normalized returns from schemes & benchmarks over a longer duration. Rigorous back testing & practical performance of our client's portfolio over different time periods/market cycles have shown that outperforming the equity schemes by a good margin is possible.

Wealth Winner is a winner against SIP/Lumpsum/Index Investments

Disclaimer “*Absolute Returns from 01/01/2008 to 31/12/2011”.
( Past performance is not a guarantee of Future performance. )

Features in a Nutshell

• Consistently outperforms Equity Schemes over a period of time.
• Experience Real Profits by periodic profit booking at highs of bull run & safeguard by investing into debt schemes.
• Continual growth in investment at index lows to ensure maximum equity gains.

• Buy units online & view portfolio in a demat holding statement.
• Periodic rebalancing done once a month - Scheme selection as per your investment objective.
• Use our intelligent tools & calculators to track your investments.
• Reduce Risk by ensuring diversification across debt & equity.
• Mutual Funds Schemes are subject to market risks & debt schemes are subject to sovereign risks associated.

• Only transaction charge of 0.5% applicable.
• Exit load wherever applicable.
• No additional fees.

How to become a Wealth Winner?

Documents Needed
PAN card, Open Demat Account and Trading A/C with Sushil Finance and fill Wealth Winner details
Cancelled Cheque, Obtain Unique Client Code from us.
Bank A/C Proof, Deposit money in ledger A/C OR share your current MF Portfolio
Address Proof, Identify a date to begin investments. Start using Wealth Winner Indicator to Balance Portfolio.
KYC Form, Track portfolio and Performance Online.


  • Which Mutual Funds Schemes should I select?
      Our flagship product ‘MF Rankings’ will help you select a set of strong diversified mutual fund schemes having established fund managers with a proven track record of consistent returns. MF Rankings are derived from intensive calculations on various mutual fund scheme parameters to identify the best schemes for long term investments. MF Rankings will help you select a set of 5-6 schemes across equity & debt. Our investment philosophy would be to stay invested in equity schemes when we expect a strong bull run & invest in debt funds or sit on cash when market conditions locally/globally might seem unstable i.e. rebalance the holdings.
  • What role would SFSPL undertake?
      Periodically, SFSPL would calculate a split between debt & equity sections based on “Investment/Cash levels” - a dynamic indicator that tracks fundamentals as well as technical indicators exclusively tailored to Indian indices based on years of accumulated knowledge.
  • What are the associated benefits of your product?
      • Balanced Portfolio by splitting portfolio into diversified equity fund & debt/cash, thus reducing overall risk.
      • Maximize Returns by staying invested in bull runs & convert paper profits into real profits at commencement of downturn.
      • Transferring worries of periodic rebalancing & scheme selection to Sushil Finance & enjoying the returns.
      • Added flexibility of holding high amounts of cash or equity, which fund managers might not have due to sheer size of assets under management & fund mandates.
      • Online buy/sell transactions along with demat holding for easy online portfolio viewing, paperless transactions & lower costs.
  • What is the investment horizon to gain maximum returns of the fund?
      We suggest an investment horizon of between 3-5 years to derive the advantages of rebalancing a portfolio between debt & equity through at least one Bull & one Bear phase of the equity market.

DISCLAIMER: Mutual Fund Investments are subject to market risks. Please read the Statement of Additional Information (SAI) & Scheme Information Document (SID) carefully before investing.

The historical returns are only an indication & don’t warrant any minimum returns in the future. However, we would take utmost care to have significant amount of Cash in safe debt schemes to mitigate risks. This is strictly a Research based product only for Mutual Funds & clients are not expected to use this strategy without seeking proper advice from Sushil Finance while dealing in mutual funds. The opinions or contents expressed in this product are those of the creator of the product & are subject to change without any notice. We shall not be liable for any direct or indirect losses arising from the use thereof & the investors are requested to use the information contained herein at their own risk.

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Registered Office : Sushil Financial Services Private Limited., 12, Homji Street Fort Mumbai-400 001 • Tel. No.+91-22-40936000 • Fax No.+91-22-22665758 • Email:
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - SEBI Registration No. - INZ000165135 – BSE/ NSE/ MSEI. Sushil Financial Services Private Limited : SEBI Registration No.- IN DP CDSL 194-2002 - Depository Participant (CDSL) Sushil Financial Services Private Limited : SEBI Registration No.- INH000000867 - Research Analyst Sushil Financial Services Private Limited - ARN No.77875 Sushil Global Commodities Private Limited - SEBI Registration No. - INZ000025633 – MCX / NCDEX. Sushil Finance Consultants Limited - ARN No. 42257. Sushil Capital Private Limited - NBFC No. N-13.01901.
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