DCI Ecosystem will provide the necessary tools and resources to manage an investment portfolio in One Place, with One Tool!

Investors around the globe are constantly looking to achieve their investment targets Return-On-Investment through a multitude of investment tools available in the market.

But the problems with such existing investment tools or platforms (online & offline) is that they either focus on regional asset classes in the traditional market or on digital cryptocurrencies or coins/tokens but not on both.

Apart from this, global investors are also facing problems like:

Apart from this, global investors are also facing problems like:

  • Poor Investment Protection
  • Increasing fraud instances in alternative investment channels, i.e. ICOs, etc.
  • Low-interest environment
  • Lack of profitable business opportunity

The existing financial services model is also becoming redundant and investors (both private and institutional) are constantly looking for innovative, tech-driven investment platforms that are supported by top-class fintech services, i.e, Robo-advisory, portfolio risk analytics, etc. to drive and manage investor portfolio more effectively.

DCI Ecosystem- A Turnkey Investment Solution that Transforms and Simplifies Investors Journey….!!!

DCI Ecosystem- A Turnkey Investment Solution that Transforms and Simplifies Investors Journey….!!!

Seeing such existing investors’ problems, DCI is working on the idea of creating the most revolutionary, tech-driven and forward-looking investment ecosystem that will transform and simplify investor journey.

DCI Ecosystem will also offer limitless investment and profit earning opportunities to everyone, whether you are an investor, an investment seeker businesses/individual or a third-party service/software provider.

From the investor’s side, joining the DCI Ecosystem will allow them to get every necessary tool and resources to manage their investment portfolio in One Place, with One Tool!

To be more specific, DCI operates as an open, transparent, decentralized cross-asset investment ecosystem where investors will get an opportunity to create a hybrid portfolio of “traditional & tokenized assets financial instruments”, further enhanced by advanced technology services like AI, robo-advisory, risk rating.

These advanced services will be offered by multiple third-party service or software providers (e.g. robo-advisory firms, legal firms, etc.) to the investors within the ecosystem itself via third-party API functionality.

Investors would be allowed to choose among the supportive investment tools (e.g. Robo-advisor, etc.) by navigating through a range of third-party services/products available on the ecosystem.

Each third-party fintech service provider/product will be rated by the DCI community members with a fair, transparent scoring system. This will allow the investors to discard bad players from the ecosystem and choose among the best options.

Hence, the availability of a wide range of third-party fin-tech products/services will help the investors make informed investment decisions. The transparent and fair vendor ratings given by users will also enhance the overall transparency and reliability of the DCI Ecosystem, which is rarely seen in existing platforms today.

DCI Ecosystem Benefits for Investors

DCI Ecosystem Benefits for Investors

  • Complete 360-degree view of the private and institutional portfolio
  • Analytics (A.I), Robo-advisory (A.I), Re-balancing (A.I) and Risk Assessment Rating Services for complete portfolio management.
  • Cross-Chain Transaction facility – Investors will seamlessly buy/sell anything from anywhere, albeit in compliance with local regulatory requirements.
  • Smart Contract Facility for contract creation and management
  • Custodian/Escrow Account Services
  • Legal and Compliance Support Services
  • Ability to invest globally and be exposed to the foreign market (e.g. buy real-estates tokens in foreign countries!)
  • Fractional ownership of Assets
  • Opportunity to investment regulated STO
  • Trade digital securities on the secondary market
  • Access to Global Investment market 24X7

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Many Investors have already registered on the DCI Ecosystem. You too can take your portfolio returns to the next level by managing and finding investment opportunities in the most advanced way by using simple drag & drop third-party products/tools (e.g. Robo-advisory, etc.). DCI Ecosystem a Turnkey Solution!

Many Investors have already registered on the DCI Ecosystem

Today, the rapid proliferation of technology and digitization in the investment market has opened multiple doors for investors to find suitable, profitable investment opportunities and achieve their investment targets.

Although, with the rapid emergence of new fintech players, alternative investment vehicles, and advanced technology services (e.g. robo-advisory, risk analytics, etc.) in the investment sector, traditional wealth advisory businesses or wealth managers are finding it extremely difficult to justify their value proposition to clients.

The digitized investment environment is also putting downward pressure on the profit margins and advisory fees of traditional businesses.

The existing financial service model is becoming redundant and non-effective for investors as they do not provide advanced investment tools & services (e.g., risk analytics robo-advisory, etc.) to investors for managing their portfolio and executing their investment ideas.

Both private and institutional investors today are looking for a turnkey investment solution or ecosystem where they can access such advanced fintech services and software in one ecosystem so that they can execute their investment ideas and achieve their investment targets (Return-On-Investment).

DCI- A Problem-Solving, Futuristic and Tech-Driven Investment Ecosystem Solution for the Investors

DCI- A Problem-Solving, Futuristic and Tech-Driven Investment Ecosystem Solution for the Investors

Seeing the existing investor problems, DCI is working on the idea of creating a futuristic, tech-driven, and forward-looking cross-asset investment ecosystem for investors with a decentralized and democratic framework embedded inside it.

DCI ecosystem will offer unlimited investment and profit earning opportunities to everyone, including investors, seekers of investment, and third-party businesses.

Investors in DCI ecosystem would be allowed to create a hybrid portfolio of ‘traditional & tokenized investment asset classes’ by using the most advanced investment tools and services like robo-advisory, risk rating, etc.

Investors can create, manage their portfolio and find suitable investment opportunities by taking the help of such advanced tools and services available on the DCI Ecosystem.

Investors can use simple drag & drop facility on DCI Ecosystem to add third-party products/tools (e.g. robo-advisory, etc.) to execute Investment Ideas

All such advanced tools and services will be offered by a wide range of third-party service providers (e.g. robo-advisory/AI service providers, accountancy firms, legal firms, etc.) to investors within the DCI Ecosystem.

Investors can add/activate these third-party services to their portfolio using a simple drag and drop facility by navigating through a list of third-party services/products listed on the DCI Ecosystem.

All the legal and commercial agreement will be made between the DCI and the respective third-party vendors. Hence, the DCI community members or investors need not worry anything. They can simply add/activate such services to their portfolio for achieving their investment targets.

DCI will charge no additional fees from investors for “subscribing or activating” such advanced investment tools or services for executing their investment ideas and finding suitable investment opportunities.

Investors can Rate Numerous Third-party Product/Services (e.g. Robo-advisory, portfolio analytics, etc.) through a fair and Transparent Scoring Mechanism on DCI easily..!!!

The aspect that will make DCI unique form existing investment platforms is it will provide a fair and transparent trading environment to both investors and seekers of investment along with a democracy governance framework embedded inside it.

The investors or community members of the DCI Ecosystem will have full control over the ecosystem functionalities in terms of improving the system capabilities, risk capabilities, etc.

For instance, the investors in the DCI ecosystem would be served with a fair and reliable scoring mechanism so that they can rate multiple third-party products/services listed on the DCI Ecosystem based on their experience.

Dedicated forums will also be provided to users where they can talk and share about their third-party product/service experiences.

In this way, investors in DCI ecosystem to choose among the best investment tools or services and eliminate bad players from the DCI Ecosystem.

Here are some of the benefits that will be offered by DCI Ecosystem to Investors

Here are some of the benefits that will be offered by DCI Ecosystem to Investors

  1. Complete 360-degree view of the private and institutional portfolio
  2. Analytics (A.I), Robo-advisory (A.I), Re-balancing (A.I) and Risk Assessment Rating Services for complete portfolio management.
  3. Cross-Chain Transaction facility – Investors will seamlessly buy/sell anything from anywhere, albeit in compliance with local regulatory requirements.
  4. Smart Contract Facility for contract creation and management
  5. Custodian/Escrow Account Services
  6. Legal and Compliance Support Services
  7. Ability to invest globally and be exposed to the foreign market (e.g. buy real-estates tokens in foreign countries!)
  8. Fractional ownership of Assets
  9. Opportunity to investment regulated STO
  10. Trade digital securities on the secondary market
  11. Access to Global Investment market 24X7

To unlock more secrets about DCI, please visit the DCI Ecosystem and register on the website:

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Experience A Better Way Of Investing with New Technologies With DCI Ecosystem, you will be able to use simple drag and drop facility to personalize your portfolio and find profitable investment opportunity with Robo-advisory (A.I.), Portfolio rebalancing (A.I.) third-party fintech software. DCI Ecosystem Turnkey Solution!

Experience A Better Way Of Investing with New Technologies With DCI Ecosystem

Today, most of the traditional investment platforms lack the support of cutting-edge, disruptive technologies or tools (e.g. A.I., robo-advisory, etc.) to assist investors to execute their investment ideas or make informed investment decisions.

Most of the existing financial services models are becoming redundant due to lack of support or integration capabilities with modern-day fintech services/software.

Modern-day fintech firms with application programming interfaces (APIs), robotic process automation (RPA), Distributed Ledger Technology (DLT) such as blockchain are disrupting the investment market, all thanks to their low-cost investment solutions/ideas.

The rapid proliferation of digitalization in the investment space is putting additional pressure on traditional business models and services.

Seeing such transformation, modern-day investors, especially Millenials and high-net-worth individuals (HNWI) also want to leverage the full breadth of digital capabilities by having complete control over their investment portfolio with minimal human intervention.

Presently, Investors (both private and institutional) are looking for a turnkey investment solution or Ecosystem where they can directly access the advanced technology services (e.g., A.I./robo-advisory, risk rating, etc.) at One Place, with One Tool for creating, managing their portfolio and achieve their investment targets/goals easily.

DCI Ecosystem – A Turnkey Solution for Investors

DCI Ecosystem – A Turnkey Solution for Investors

Seeing such investors’ needs, DCI has come up with the idea of creating the most profitable, innovative and forward-looking investment solution that will transform and simplify the investor’s journey.

DCI ecosystem will offer limitless investment and profit earning opportunities to everyone, including investor, investment seeker businesses/individual or a third-party service/software provider.

Investors in DCI Ecosystem would be allowed to create a hybrid portfolio of “traditional & tokenized assets, financial instruments” by taking the help of advanced investment tools and services like robo-advisory, risk rating, etc.

Investors will be able to manage, personalize their portfolio, execute their investment ideas, and find the best investment options by using such investment tools & services present in DCI Ecosystem accessible via a simple drag and drop facility.

All such advance investment tools or services (Robo-advisory (A.I.), Portfolio rebalancing (A.I.), legal advice, notary, etc.) will be offered to investors by a wide range of third-party service providers through third-party API functionality within the DCI Ecosystem.

Investors would be allowed to choose among the best third-party investment tools or services (e.g. robo-advisory, etc.) by navigating through a list of third-party services/products listed on the DCI Ecosystem.

No additional fees would be charged from DCI community members to “activate” such advanced investment services to their portfolio.

The aspect that makes DCI unique from other investment platforms is it’s open, distributed, decentralized, and community-driven approach to simplify the investment journey of investors.

The community members or users of the DCI ecosystem will have full control of the ecosystem activities and will also take a major part in the decision making of the Ecosystem (in terms of improving system capabilities, service offerings, etc.).

Investors in DCI Ecosystem would also get the opportunity to rate multiple third-party products/services through a fair and transparent scoring mechanism. This will help other investors to choose among the best investment tools or services and eliminate bad players from the DCI Ecosystem.

The presence of a fair vendor rating system, dedicated forums for sharing product experiences will increase the transparency in the entire Ecosystem.

Here is a list of third-party products/services that will be present in the DCI Ecosystem for Investors to Execute their Investment ideas:

Here is a list of third-party products/services that will be present in the DCI Ecosystem for Investors to Execute their Investment ideas:

  • Artificial Intelligence/Robo-advisory
  • Portfolio Rebalancing
  • Analytics & Reporting
  • Risk Rating & Assessment facility
  • Personal wealth manager/Advisor Services
  • Escrow Services
  • Custodian Services
  • Notary Services
  • Accountancy and Legal Services
  • Audit Services

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Why third-party service providers such as lawyers and Accountants should choose DCI Ecosystem and what would be their role?

third-party service providers

In the past two years, most of the tokens sold in initial token offerings (ICOs) have been branded as utility tokens, and therefore, fall outside the regulatory trading space and do not comply with security laws.

Due to this, the majority of the investors, especially institutional ones (e.g. hedge funds, insurance companies, large banks, etc.), have stayed away from the ICO market as it simply does not offer them investment protection.

On the flip side of the coin, if we talk about the ones who have invested in ICO market have lost a tremendous amount of money as most of the ICOs in the past several years were fake (approx 80%) with no minimum viable product (MVP).

According to the data, Investors have lost close of $100 million in ICOs in the past two years.

Many Countries like China, India, etc. have banned the ICOs completely, simply because they do not comply with their country legislation, threatens the privacy of individuals, as well as carries a high risk of disturbing the investment market.

So, is this the End of ICO Market?

Yes, most of the ICOs have failed miserably to raise significant funds recently. The experts and fundraising companies around the globe have also understood this fact and are slowly moving towards Security Token Offerings (STOs) as it offers better investment protection and regulatory compliance to investors, thanks to the usage of security tokens.

Lack of inbuilt Compliance and Self-governance is still hurting STO/ICO Projects…!!!

The lack of an inbuilt compliance or self-governance system, i.e., absence of mandatory KYC, AML procedures, minimum lock-in period, accredited investors, etc. in the ICO/STO projects is still deterring investors from putting their money in emerging blockchain-based investment projects or solutions.

As per the reliable research data, only about 28% of the ICO/STO projects listed on ICObench support the usual KYC/AML procedures, whereas just 10% have a minimum viable product (MVP) or prototype to showcase to investors at an early project stage.

DCI Ecosystem- A Unique Cross-Asset Investment Solution Ensuring Regulatory Compliance and Complete Investment Protection

Understanding the investor problems related to lack of investment protection and poor regulatory compliance, DCI has come up with a unique blockchain-powered investment solution that offers high security, transparency, and a trustworthy trading environment for investors with the help of its inbuilt robust legal and governance framework.

In other words, DCI is a unique cross-asset investment solution which offers unlimited investment opportunities to everyone, including private/individual investors, institutional investors, and third-party services providers/ software vendors like accountants, lawyers & legal firms, robo-advisory /AI service provider firms, fund managers, etc.

The investors, fundraising companies, and third-parties in the DCI Ecosystem will benefit from each other by exchanging services in a transparent, secure and reliable way.

DCI is also looking to partner with a list of third-party service providers/software vendors (e.g. robo-advisory/AI service providers, accountants, lawyers, etc.) who will offer their services (accountancy, legal advice & support, robo-advisory etc.) directly to the investors within the DCI Ecosystem.

The third party API system will also assist in ensuring online verification and compliance to create a safe and regulated DCI ecosystem.

Role of Feasibility Study, Lawyers and Accountants in DCI Ecosystem

Accountants/Feasibility Study

Any company or start-up business looking to raise funds via STOs for business expansion and meeting the protect funding needs in DCI would have to first submit all their financial data like annual balance sheets, profit/loss data etc. etc. for complete financial feasibility analysis.

Once the financial audit is done by the third-party vendor, the company would be allowed to proceed further with registration.

KYC/AML Support for Online Identity Verification

The investors registering on DCI would also have to go usual KYC/AML procedures in the specific regions to ensure compliance.

Lawyers & Legal Firm Support

Both the investors and fundraising institutions on DCI ecosystem can avail the third-party legal services to stay compliant to the regional or country-specific laws and regulations related to STOs.

DCI will partner with a list of third-party lawyers & legal firms that will offer their expert legal advice to companies registered with DCI for conducting STOs properly.

Notary Services

All the members of the DCI Ecosystem availing third-party services in the DCI ecosystem will also get access to notary services to sign a bilateral agreement owing to the exchange of legal and financial services between them.

To unlock more secrets about DCI, please visit the DCI Ecosystem and register on the website:

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How will Investors be Using Robo Advisors in the DCI Ecosystem?

Investors be Using Robo Advisors in the DCI Ecosystem

Ever since robo-advisors have burst on the investment space, they have completely transformed the way people make their investments. Robo-advisors have emerged as a go-to tool for mass affluent/retail investors who do not have in-depth investment knowledge as well as hold a smaller portfolio with minimal time to manage it.

As per authentic data from PwC, the total assets managed by robo-advisors include approx $300 billion till 2019, and will easily touch the $1 trillion mark by 2020.

In many ways, robo-advisors are threatening the traditional wealth advisory businesses in this modern age as millennial & HNWI investors are looking for more intuitive & personalized investment solutions that offers them full control over their investment portfolio with minimal human intervention. So, let’s get an idea about:

What is a Robo-advisor exactly?

A robo-advisor in its simplest form is an online wealth management service/platform/business that provides automated, algorithm-based investment advice for complete portfolio management with minimal human intervention.

In other words, robo-advisors basically uses computer algorithms to handle the client’s investment portfolio where investors are initially required to fill an online questionnaire.

This helps robo-advisors to get an idea about investor’s risk appetite, time horizon, and investment goals, and drive their investment portfolio, e,g., conservative, risk-taking, etc.

Benefits of Robo-advisors

  • Lower asset management fee (up to 0.50%)
  • Cost-efficient advisory services
  • Highly transparent services
  • Investors require minimum financial experience/background

Fintech Businesses & Robo-advisors

Seeing the disruptive capabilities of the robo-advisors, a lot of fintech startups are developing innovative investment solutions that come with AI/robo-advisory support for portfolio management.

DCI is one such unique blockchain project of this year that has created an open, transparent, and regulated investment ecosystem where everyone. Including investors, businesses, and third parties (e.g. accountants, lawyers, AI/robo-advisory service providers, etc.) can find limitless investment opportunities by interacting with each other.

The investors registering on DCI can create a hybrid portfolio of ‘real and digital assets’ with a complete 360-degree view, and further enhanced by advanced technology services like AI/robo-advisory, risk rating, and in conjunction with a human advisor too.

Robo-advisory/AI services

Robo-advisory/AI services in the DCI Ecosystem

DCI will integrate AI/robo-advisory services everywhere in the Ecosystem, which will assist investors at every step, right from the start of portfolio creation, optimization, to rebalancing it.

The investors registering on DCI will have the option to choose and add/activate the preferred robo-advisory service to their investment portfolio for getting smart investment advice, market insights, portfolio rebalancing tips and much more instantly.

DCI, right now, is in the product development stage, and looking to partner with a list of third-party software vendors/service providers who can offer AI/robo-advisory services to DCI clients within the Ecosystem itself.

No additional fees will be charged from third-party AI/robo-advisory firms for registering/partnering with DCI.

Apart from personalized wealth management advice, the robo-advisory functionality integrated into DCI ecosystem will also assist investors in:

  • Portfolio creation, optimization, and rebalancing
  • Strategic Asset Allocation
  • Getting market insights
  • Stock picking (AI)
  • ETF building
  • and much more.

We are also well aware of the fact that large institutional investors have complex investment requirements; hence, the risk profiling and asset allocation done by a robo-advisor might not suit them. Robo-advisors also does not offer them a full range of investment options that they can consider.

DCI understands this very well and allows its clients/investors to have access to “RFA-Registered Financial Advisors” in the Ecosystem to support the Robo-Advisor so that they are better protected on the behavior of their portfolio.

RFA will be an independent advisor operating in the DCI Ecosystem who will provide his/her service directly to the DCI clients.

The investors will have the option of choosing among the multiple RFAs depending upon their past work, experience, rating, service charge, etc.

To unlock more secrets about DCI, please visit the DCI Ecosystem and register on the website:

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Investors can Register on DCI Ecosystem for Free to Invest in Profitable Startups suggested by AI and Robotics

Investors can Register on DCI Ecosystem

Today, investors across the globe are looking for viable investment opportunities with greater transparency, high returns, and minimum locking-in periods.

Most of the investors presently are unable to reap good rewards or ROI due to the high brokerage or transaction fees charged by third-party trading platforms that affect their overall portfolio performance.

If we move towards ICO market, then the lack of regulatory compliance, increasing fraud instances, and absence of a minimum viable product at early stages has also discouraged investors from investing their money.

According to the data, investors have lost close of $100 million in the past two years by investing in ICOs due to blatant scams.

According to the data, investors have lost close of $100 million in the past two years by investing in ICOs due to blatant scams.

In such a time frame, investors (private, institutional, etc.) across the globe are eagerly looking for investment solutions that provide them transparent, reliable, and cost-effective wealth management services.

DCI – An Upcoming Cross-Asset Investment Solution Offering Transparent and Limitless Investment Opportunities to Everyone, including private investors, companies, fund houses, banks etc.

Seeing the current investor problems, DCI has come up with the most unique and revolutionary blockchain project of this year. Joining the DCI Ecosystem will allow investors (e.g., private investors, companies, fund houses, banks, insurance companies, etc.) to find limitless investment opportunities.

DCI will allow investors to create a hybrid portfolio of ‘real and digital’ assets with a complete 360-degree view, further enhanced by advanced technology services like AI/robo-advisory, machine learning, risk rating & in conjunction with a human advisor.

Investors joining the DCI Ecosystem will have the opportunity to create, manage, and rebalance their portfolio effectively by taking the help of AI, robo-advisory, risk rating services/functionalities offered by DCI.

Investors can also take the assistance of traditional wealth advisors/managers for managing their portfolio.

DCI will partner with a list of third-party service providers /software vendors (e.g. accountants, lawyers, legal firms, robo-advisory firms, etc.) who will offer their investment services directly to the investors in the DCI ecosystem itself.

The investors will have the option to add/activate these services.functionalities to their portfolio at no additional cost.

Excellent Opportunity to Invest in Good Start-up Businesses, Company Projects, Innovative Products, Etc.

Investors joining or part of the DCI Ecosystem will have the opportunity to invest in multiple startups or existing companies who are looking to raise funds via security token offerings.

Different types of tokens like Digitized Project Backed Tokens, project investment tranches tokens, etc. will be generated by the companies who are looking to raise funds for business expansion or early-stage projects, for investors on the DCI ecosystem.

DCI will make sure that investors would receive the promised benefits as per the initial token sale agreement via enforcing smart contracts and ensuring compliance.

The asset tokenization feature of DCI Ecosystem is also beneficial for both the investors and fundraising companies. From the investor’s perspective, they will have the opportunity to invest in multiple profitable businesses with no prior long-term commitment, minimum capital requirements and high liquidity.

Although the investors would have to comply with the KYC/AML procedures, financial feasibility etc. if required in specific regions.

That’s not all, keeping the security concerns in mind, DCI has also developed a strong legal and governance framework in order to provide a safe, trustworthy, and transparent trading environment for investors.

Register Here

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An Approach To Improve Portfolio Management Strategy Shared By DCI Ecosystem

Improve Portfolio Management Strategy

In simplest terms, portfolio management strategies refer to a set of tactics or approaches that are applied for efficient portfolio management, allowing investors to reap maximum returns at the lowest possible risk.

As an investor, one must always know that the best portfolio management strategies are those that work best for their individual investing goals along with the expected risk tolerance level.

Here are some useful suggestions and techniques for investors to enhance their portfolio management strategy:

1. Managing Costs and Investment Expenses

This is one of the most important aspects because how you invest and manage your portfolio will have a direct impact on your potential returns. Investment experts like John Bogle, the founder and former Chairman of Vanguard, also iterated this many times that “Cost Matters.” Every single penny paid for portfolio management, trading costs, and taxes affects the potential returns.

So, being an investor, one must know that there are two primary methods of investing/management- active management and passive management. Active management is much costlier than passive; the expense ratio difference between the two is generally 1% per year. Investors must wisely choose between these two management strategies.

2. Proper Asset Allocation

A percentage invested in different asset classes based on the investor’s financial situation, investing goals, and risk tolerance capability is termed as proper portfolio asset allocation (strategic allocation). The factors like risk appetite, time horizon, and investing goals are crucial while determining the expected long-term performance and return variability of a diversified portfolio.

So, as an investor one must always have a sensible investment plan at the beginning based on his/her long-term financial goals. It is useful while determining the expected rate of return and long-term asset allocation for risky assets (stocks), less risky assets (bonds), and no risk assets (cash).

3. Focus on Rebalancing

Once the asset allocation for a portfolio is done and implemented, the investors must focus on maintaining that allocation throughout the market changes with the help of rebalancing. Rebalancing helps investors return their portfolio to the original level of diversification. The investors must know that their portfolio may drift from the original allocation because different investments generate different returns over time. Hence, the investors must maintain the targeted risk level and use rebalancing to bring their portfolio back on track.

4. Manage Taxes by taking advantage of tax-efficient investing

Similar to investment expenses, income taxes on investment earnings also leave an important effect on portfolio performance. Therefore, it is imperative for investors to minimize the investment taxes wherever possible while managing their portfolios. One of the tactics to achieve this for investors is to avoid heavy trading.

The investors can also practice a range of tax-management strategies like tax-loss harvesting, withdrawal order (for retirees), etc. Investing in tax-deferred accounts and other tax-efficient investments, i.e., tax-managed mutual funds, ETFs tracking long term passive investments, etc. is also a good idea.

Final Words

Overall, setting allocation based on the investing goals, minimizing investment cost, managing taxes, and rebalancing to reduce portfolio risk are the most effective tactics that an investor must know to improve their portfolio management strategy. The investors can also take help of automated investment solutions like DCI ecosystem for efficient portfolio management.

DCI is a first-of-its-kind cross-asset investment ecosystem that allows the investors to manage their investment portfolio of ‘real and digital’ assets most efficiently by leveraging the capabilities of advanced technologies like AI/robo-advisory, risk rating and in conjunction with a human advisor. The investors can minimize their investment expenses and realize greater returns as DCI offers 24X7 investment advice for portfolio creation, rebalancing, and management with the help of AI/robo-advisory functionality. To know more secrets about DCI, visit website or read this blog.

Learn Active Portfolio Management Strategy with DCI Ecosystem

Active Portfolio Management Strategy

In the investment management space, investors employ two investment strategies primarily for portfolio management- active portfolio management and passive portfolio management.

Both the approaches differ in terms of how the fund managers utilize the investment held in the portfolios over a time to reap high returns.

In brief, the active portfolio managers generally focus on outperforming the market or specific index by taking advantage of market inefficiencies whereas the passive portfolio managers avoid too much risk-taking and try to replicate some benchmark and its performance also.

There is always a heated debate among the investors as to whether active fund managers add value to their investment portfolio or they should invest in less-riskier low-cost alternatives like ETFs and index funds to reap satisfactory returns. Let’s find the answer to this by getting a detailed idea about:

What is Active Portfolio Management Strategy and how does it work?

What is Active Portfolio Management Strategy and how does it work?

Active portfolio management refers to a particular portfolio investment strategy that aims to make precise investments in an attempt to outperform a specific investment benchmark index by taking advantage of market inefficiencies.

The active fund managers main motive is to take advantage of market efficiencies by seeking the advice of investment experts and analysts who analyzes the market to figure out the efficiencies.

It is best investment strategy

Active portfolio managers are also more likely to buy and sell more securities with greater frequency so that the investor capital can be effectively moved into more profitable stocks.

A range of forecasting and assumption techniques are employed by active managers to achieve better performance than a ‘buy and hold’ portfolio or index funds; hence active management requires more than the average cost for portfolio management.

Two different styles are mainly adopted by active portfolio managers for portfolio management:

Top-down Approach

Active managers, in case of a top-down approach, focuses on assessing the market as a whole in an attempt to figure out which industries or sectors are performing well or will perform well in the upcoming economic cycle. Once the analysis gets completed, the active managers choose stocks of specific companies from different sectors, which are foreseeable to perform well in their respective sectors. Active managers, in case of a top-down approach, focuses on assessing the market as a whole in an attempt to figure out which industries or sectors are performing well or will perform well in the upcoming economic cycle.
Bottom-up

The active managers, post adopting this style, largely ignores the expected market trends and make investments based on the evaluation of company product pipeline, financial statements or any other relevant criteria.

In the bottom-up style of management, it is largely stressed that good companies will perform better irrespective of the prevailing economic conditions.

Pros and Cons of Active Portfolio Management


Pros and Cons of Active Portfolio Management

Pros

  • Active Risk management during market downturns
  • Ability to outperform in case of down markets
  • Higher-than-average market returns
  • Active focus on achieving the specific investment goals

Cons

  • Higher-than-average market cost of portfolio management
  • High prevalence of short-term capital gains (unfavourable tax impact)
  • Transaction costs are more due to frequent trading
  • Require highly skilled and expert fund managers with ample market knowledge

Here is the Bottom line, should you adopt Active portfolio management strategy?

Well, adoption of active portfolio management strategy can be an excellent idea for you to reap higher returns and protect your investments from market downturn risk; however, it does come with higher fees charged by active fund managers over time.

It is much better to adopt a mix of both these strategies based on your investment goals, risk appetite, and time horizon.

One can take help of automated investment solutions like DCI ecosystem to exercise both the strategies for portfolio management without increasing too much cost.

DCI is a unique and innovative cross-asset investment ecosystem that allows investors to create and effectively manage their hybrid portfolio of ‘real and digital assets,’ further enhanced by advanced technologies like AI/robo-advisory, risk rating and in conjunction with a human advisor.

Investors can employ a mix of active and passive portfolio management tactics to create, manage, and rebalance their investment portfolio on DCI ecosystem. To unlock more secrets about DCI, visit this blog

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Know All About (DPBT) Digitalized Project (existing Business) Backed Token

DPBT

DCI is first of its kind cross-asset investment ecosystem that allows the investors to create a hybrid portfolio comprising of ‘real and digital assets,’ further enhanced by the advanced technologies like AI, Robo-advisory, machine learning, risk rating, and much more.

Want to know all about DCI Ecosystem, You should read this.

The tokenization facility of the DCI Ecosystem allows their investors to transform their real assets into a digital token with an immediate market-marking function.

Tokenization Facility of DCI Ecosystem

Tokenization enables the investors to represent (fractional or full) ) ownership of their physical asset, e.g., real estate property, through digital tokens on the blockchain platform.

The tokenization feature of DCI Ecosystem is particularly beneficial for the start-up businesses who are planning to raise capital for business expansion.

You might be wondering about DCI ecosystem that who is it for? This would be best to read!

To provide alternative ways of fundraising for businesses, DCI offers a range of tokens to businesses, which include ‘Digitalized Asset ‘backed or no’ Token (DABT, DAnBT), Digitalized Project (existing business) Backed Token (DPBT), Project Investment Tranches Token, and much more.


Now let’s get a detailed idea about (DPBT) Digitalized Project (existing Business) Backed Token offered by DCI and how it works?

DPBT is extremely useful token offered by DCI for the companies to support their specific projects and raise capital with the help of DPBT tokens.

Related: What does it mean Tokenization? Why is Such a Revolutionary Idea? How the Market is Responding?

Such tokens also provide an exciting opportunity for businesses to raise funds through their ongoing projects without increasing the number of equities in the company or the level of liabilities.

In cases, where the companies are unable to meet the expected minimum return of investors, and the dilution of investment becomes unattractive for investors (for DAB token type), DCI offers the DPBT token facility to the companies.

For DAB tokens, the investor’s stake in a project (purchased tokens) will define the weighting of their participation. The investor’s proportion of investment will also be multiplied by the ‘freezing period,’ during which they cannot disinvest.

This will help the companies to manage stakeholders’ expectations on when they can liquidate and gain some returns.

DPBT tokens will be based on the revenue generated by a particular project. How? Let’s understand this.

A loan will be provided to any particular company based on its project funding needs, and the loan amount will be proportionate to the annual revenue generated by that project. The company, in turn, will release the PB tokens for the investors.

Further, this loan payment will be continued until the company had paid back as per the initial agreement (e.g., 1.5 to 3 times the initial loan).

So, issuing DPBT tokens would be highly useful for the companies, especially smaller ones, with overall revenue of around 1 million to 5 million dollars.

Key Points to Remember:

  • DPBT token will only be created when the expected return does not match the required minimum return of investment for investors with DAB token type
  • The loan payment will continue until the company pay back the entire amount as per the initial agreement (e.g., 1.5 to 3 times the initial loan amount)

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Why investors Should Transform Their real asset/stock into a digital asset token?

Why Investors Should Do This?

In the past decade, investors in the traditional financial market have struggled when it comes to big value investments like real estate property, gold and famous paintings as it is reserved for the few.

Similarly, trading such physical or tangible assets is a difficult task due to multiple issues, e.g. poor liquidity, high operating cost, and lengthy transaction periods.

Similarly, if we talk about private company securities, which is a physical asset, it is also illiquid in the market currently.

For selling company securities the buyers and sellers have first to find each other, once they do it, they have to vet each other and the assets which they are exchanging.

Adding to this, they have to conduct due diligence and involve the third-party intermediaries like the lawyer for preparing contracts to execute their transaction, which makes the entire process lengthier and costlier.

Related: How DCI’s Custodian Framework Will Help Institutional Investors?

How to Overcome Above Issues? Yes, There is an solution, Read Below

To overcome such issues, the tokenization feature of blockchain technology has emerged as the most revolutionary idea that could transform the entire investment sector.


The Tokenization feature of blockchain technology has emerged as the most revolutionary idea that could transform the entire investment sector.

You would now be wondering why is it still necessary for investors to transform their real-world asset/stock into digital asset tokens?

Here is the answer.

Tokenization allows the investors to represent money, shares in a company or real estate property in the form of digital tokens recorded on the blockchain.

Some Useful Benefits and Features Of Tokenization

The investors can trade these digital tokens instantly without worrying about liquidity and cost issues.

Tokenization feature of the blockchain also has much broader applications. Investors have three different token options on the blockchain platform, which they can utilize for peer-to-peer transactions.

Related: What does it mean Tokenization? Why is Such a Revolutionary Idea? How the Market is Responding?

These three tokens include payment token, utility token, and asset-backed token.

Among these, the asset-backed tokens are the ones, which can be used by the investors to represent their real-world assets/stocks.

Asset-backed tokens also have a subcategory-security token, which is very important when it comes to converting real-world assets into digital ones.


Security tokens are the digital representation of a tradable, valuable asset and hold real value, similar to traditional securities.

Security tokens are the digital representation of a tradable, valuable asset and hold real value, similar to traditional securities.

Still not satisfied? Wondering about the benefits you can avail by converting your real-world assets to digital ones.

Here is the answer.

Well, tokenization of real-world assets (e.g. stocks, bond, etc.) can bring more transparency and liquidity in the market. You must know that security tokens are regulated, have a real value and are also instantly tradable.

Investors by converting their real assets into digital ones have the opportunity to explore the free market, eliminate the need for intermediary services, and speed up their transaction speed.


Security tokens also bring credibility, minimizes institutional manipulation, and are also cost-effective when it comes to trading.

Security tokens also bring credibility, minimizes institutional manipulation, and are also cost-effective when it comes to trading.

To explore secondary market opportunities and transform their real assets into digital ones, the investors can take help of modern automated investment solutions like DCI ecosystem.

Related: Know All About DCI Ecosystem Solution: Connected All Things

Related Video

DCI is the most innovative cross-asset investment ecosystem in the market that allows the investors to transform their real-world assets into digital ones through the tokenization facility.

The investors of the DCI Ecosystem can create a hybrid portfolio comprising of ‘’real and digital assets’’, which is further enhanced by advanced technologies like AI, Robo-advisory, machine learning, and risk rating.

Coming back to Tokenization

You must be thinking are there any issues that can hamper trading of asset-back tokens on the blockchain platform?

Yes!

Well, yes, there are technological and regulatory issues that will influence how quickly tokenization will be adopted in future.

Currently, the regulators and lawmakers around the world are trying to build a compliant regulatory infrastructure for tokenized investment on the blockchain platform and how to tackle the issues associated with it.

Still, converting real assets into digital ones can prove to be a game changer for investors in terms of having greater liquidity and secondary market opportunities when it comes to trading.

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Step by Step Process of STO Development by DCI Ecosystem

STO Process of DCI Ecosystem

DCI is first-of-its-kind cross-asset investment ecosystem that aims to unify the classic assets with digital ones by allowing the investors to create a hybrid portfolio comprising of ‘real and digital assets’, further enhanced by advanced technologies like AI, robo-advisory with the conjunction of human advisor model, machine learning, and so on.

DCI also offers a complete 360-degree view of the private and institutional portfolio to the investors.

DCI Ecosystem will offer security tokens to the investors so that tokens can also be exchanged between the qualified buyers and sellers. This will also help DCI to gain institutional investors trust, ensure automated compliance as well as brings liquidity to many illiquid assets.

You must be wondering what is a security token and how does it bring more transparency in the entire fundraising process in Investment space?

Here is the answer.

Firstly, you must know that at the most basic level, tokens are divided into two types-utility tokens and security tokens, A utility token or ‘coin’ is generally backed by a project and is a type of investment allowing investors to get access to its underlying project, e.g., access to project cloud storage etc.

Such kind of tokens was offered in the past by companies during the initial token offerings (ICOs), which were mostly fraud and unregulated.

On the other hand, if we talk about security tokens, then it offers a tangible benefit to the investor. A security token is a blockchain-based tradable financial asset, which meets the strict regulations, specific to the country where it gets issued.

In case of fundraising by startups, a security token generally represents a share or profit in the company. Security tokens are also much more heavily regulated by the government in many countries, which makes them a safer investment option for the investors, particularly institutional ones.

The tokens offered in security token offerings (STOs) are actual financial securities, which are backed by something tangible like assets, profits or revenue of the company, and can also offer legal rights such as voting or revenue distribution to the investors.

Apart from these, security tokens also offer numerous other benefits to both the investors and token issuing companies. These benefits include global trading capability, 24/7 trading, asset interoperability, automated compliance, fractional ownership, and high liquidity.

Seeing such benefits and long-term utility of security tokens, DCI has decided to conduct STO for fundraising from the investors so that it can build a highly reliable and trustworthy investment ecosystem with all the necessary functionalities.

STO Details

Here is the detailed Step by Step Process of STO Development made by DCI

1. Identify

DCI Ecosystem has first identified the kind of securities that it will tokenize and offer to investors during the STO phase.

2. Risk Assessment for ICO

To ensure transparency and accountability, DCI has also availed legal advice to understand the risks involved in the STO process.

3. Marketing

DCI has appointed a highly skilled marketing team along with third-party agencies who will promote and build STO pitching to the investors.

4. Create

At this particular stage, DCI will create the security token that will be used during STO phase. The tokens will be built on the Stellar blockchain platform/network.

5. STO Launch

DCI will offer the security tokens to both the private and institutional investors at this particular stage as per the pre-decided token distribution criteria.

6. Listing on Exchanges

At this step, the investors holding the security tokens offered by DCI ecosystem can trade them on multiple exchanges.

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