Stocks and securities

Stocks and securities

  • whatsapp
X
X
X

Stocks and securities

Stocks and securities

  • whatsapp
X
X
X

Saying bye to Uninformed Investments, now possible!! Experience Model Portfolio

  • checkbox-imgPre-defined investment baskets with different risk parameters.
  • checkbox-imgOutperformed benchmark index consistently over the years
  • checkbox-imgBuild customized portfolio based on your risk & investment appetite

WHY MODEL PORTFOLIO


analyse
Analyse

Backtested strategies

invest
INVEST

Create portfolio within minutes

monitor
MONITOR

24x7 automated monitoring

flexible
FLEXIBLE

No lock in period or exit fee

OUTPERFORMING MARKETS


If amount Invested was

  • 5 Lakhs
  • 10 Lakhs
  • 25 Lakhs
  • 35 Lakhs
  • 50 Lakhs

for investment period of

  • 1 Year
  • 2 Year
  • 3 Year
  • 4 Year
  • 5 Year

for risk profile

  • Conservative
  • Moderate
  • Aggressive
Investment value would have been

  • *Numbers are updated on 31st May 2020
  • *Past returns dose not guarantee future returns

ADVANTAGE MODEL PORTFOLIO


360-analysis
360 analysis

Stocks are analysed thoroughly on fundamental parameters like quality, valuation, financial trends, etc

diversification
Diversification

Artificial Intelligence driven processes ensure diversification of portfolio into large, mid & smallcaps to disribute risk

steady-investment
Steady Investments

Invest with as low as 1 lakh and scale up your investments gradually

real-time-trackking
Real Time Tracking

Monitor & track your Model portfolio via separate report

Investing Made easy


risk-profile
Risk Profile

Select out of 3 pre-defined risk profiles or evaluate your risk profile in few steps

investment-value
Investment Value

Define your investment value and deposit funds in the trading account

approve-allocation
Approve Allocation

Approve portfolio allocation suggested by system based on risk profile

relax
Relax. You're done.

Portfolio is allocated. Track or monitor performance realtime

A BETTER WAY TO INVESTMENT
img-bg-gray

FAQ's


Model Portfolio is designed to achieve optimum returns with corresponding risk and it allows investors to use simple and effective investment methods that require minimal management effort. This can be the right investment choice for your financial goals and objectives.

We have three types of portfolios for the investors- Conservative, Moderate, and Aggressive. You can choose one as per your risk profile. The table below gives an idea about how we construct portfolios. There are variables in terms of the number of stocks, market cap exposure, sector exposure, and single stock weight.

Characteristics Aggressive Moderate Conservative
Stocks (Ideal) 10 12 15
Stock Range Up to 12 Up to 15 Up to 17
Mega & Large Cap Up to 100% Up to 100% Up to 100%
Mid Cap Up to 50% Up to 50% Up to 30%
Small & Micro Cap Up to 40% Up to 30% Up to 15%
Per Stock Allocation 10% (Equal) 8% (Equal) 6.7% (Equal)
Stock allocation range 8 to 15% 5 to 10% 5 to 10%
Max Sector Limit 45% 30% 25%
Benchmark BSE 500 BSE 200 BSE100

Yes, you can choose more than one portfolio. But one should ideally select strategy that suits your risk profile.

You can start investing in the portfolio with as low as Rs 1 lac.

Right now SIP option is not available. But we plan to launch in future.

There is no exit fee.

Apart from broking and other statutory dues, you will be charged 2 percent per annum at the beginning of the portfolio. This is an annual charge, and applicable every year.

read more
Attention Investor
Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with yo Receive information of your transactions directly from Ex

Show Menu