For Ambitious Investors
Upgrade From Random Investing to a Professional System
You’ve already entered the stock market. Maybe you own a few mutual funds, a few stocks, and dabbled in IPOs or crypto. But let’s be honest:
- Your portfolio feels random.
- Some stocks are up, others drag you down.
- You’re not sure if your money is working as hard as it should.
ISMA 3.0 helps ambitious investors like you upgrade from scattered bets to a structured wealth system. You’ll keep the excitement of investing, but replace the guesswork with proven rules, powerful tools, and clear guidance.
ISMA 3.0 Tools
Four Solutions
- Portfolio Management
Smart Portfolio Tools
- Asset Allocation Tool — Balance risk vs. growth across equity, gold, and fixed income.
- Rebalancing Tool — Review every 6–12 months to promote winners and cut laggards.
- Additional Investment Tool — Deploy lump sums and SIPs safely using Nifty PE + Dow Theory.
- Stock Selection
GSS Elite Tool
- Learn the 5-pillar framework and apply it to score your current stocks. Instantly see which deserve to stay and which don’t.
- AI-Powered Clarity
Goela AI
- Get instant answers, notes, and explanations — so you understand concepts and apply them faster.
- Action Marathon
Consistent execution guidance
- 8–10 mentor-led sessions every other month — so you stop delaying and actually finish setting up your portfolio.
We value sharp thinking
01.
Upgrade Your System
No more random stocks or tip-based investing — use structured tools built on solid principles.
02.
Protect Against Losses
Identify weak or risky stocks in your portfolio before they hurt you.
03.
Focus on Winners
Rebalance to keep your money in businesses and sectors with real growth potential.
04.
Invest With Confidence
Learn, apply, and execute — so you finally feel in control of your investing journey.
Case Study
Rakesh
Rakesh's Story
Rakesh ran a successful garment manufacturing business. Most of his profits went back into inventory, and whatever was left he parked randomly in FDs and a few stocks suggested by friends.
His problems:
- No idea of his actual net worth.
- No diversification beyond his business.
- No plan for irregular lump sums.
Inside ISMA, Ravi first learned the basics of asset allocation — how professionals spread money across equity, debt, gold, and index funds, and why this balance reduces risk.
But learning wasn’t enough. He needed to apply it to his own portfolio. That’s where the Asset Allocation Tool came in.
With just his net worth, income, expenses, and age bracket entered in the blue cells, the tool showed him a clear allocation strategy. And because he already understood the logic behind it, Ravi felt confident taking action.
After joining ISMA 3.0
- He used the Net Worth & Cashflow Tool to see his real financial picture
- With the Asset Allocation Tool, he diversified into equity, gold, and debt — reducing overexposure to his business risk.
- The Additional Investment Tool helped him plan lump sum investments each time profits came in.
Now Rakesh says:
Earlier I thought reinvesting in my business was the only way to grow. ISMA showed me how to build wealth outside it. I finally feel financially secure
Your Next Step
You’ve already taken the first step by entering the market. Now it’s time to stop playing small and start investing like a pro.
With ISMA 3.0, you’ll:
- Clean up your portfolio.
- Balance growth with safety.
- Focus on winners.
- And finally, have a repeatable system for long-term wealth.