Aditya Birla Money Limited embraces the philosophy of simplifying stock market investing for its customers. Strengthening the vision, ABM partners with Wealthdesk to introduce WealthBaskets – expert curated ready to invest baskets of Stocks & ETFs by SEBI registered advisors. Be it a New Investor or a seasoned player, we got you covered. WealthBaskets can be based on a theme, sector, or idea.
Explore WealthBaskets
| Features | WealthBaskets | Other Asset Classes |
|---|---|---|
| Transparency and direct ownership |  |
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| Diversification Benefits | |
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| low Management Fees | |
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| Constant Support | |
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| Take Benefits of Upcoming Trends | |
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On WealthDesk since Jul 2021
Quantitatively managed and implemented using a systematic rule based trading model to remove human subjectivity
On WealthDesk since Mar 2022
G.I.V.E framework by evaluating companies on Governance(G), Industry Attractiveness(I), Valuations(V), & Earnings Quality(E)
On WealthDesk since Apr 2021
Investing into good quality business that can deliver sustainable growth over medium to long term
On WealthDesk since Mar 2021
Identify businesses that can earn above average returns on their capital & values their ability to generate long term cash flows
All the underlying stocks and ETFs that you invest through a WealthBaskets sit in your Demat account
There is no lock-in involved. You can exit anytime
As the stocks and ETFs reside in your Demat account, there is complete visibility of what you hold
follow recommended entry / exits to stay ahead of market volatility
dividends earned from the stocks invested are credited into your account directly. No hidden charges
Click on ‘Explore WealthBaskets’
Pick a Basket you are interested in
Login using ABM credentials’
Complete profiling in a few clicks
Invest and Track your Investment
The minimum amount varies depending on the WealthBasket and the WealthBasket Manager. But we’ve ensured there’s a WealthBasket within everyone’s financial reach.
Wealth generation is for everyone!
There are no separate exit fees.
No separate account is required to invest in a WealthBasket. Simply use your existing trading login credentials.
Dividends in any underlying constituent stocks in the WealthBasket will be credited directly to your bank account. The platform allows you to track paid out dividends just like your realized and unrealized capital gains.
1. Investing
You invest in a WealthBasket by using funds in your Broking account. All invested WealthBasket underlying stock or ETF constituents will be added to your Demat account.
2. Tracing
You can track your invested WealthBaskets performance, dividends and evaluate your portfolio under “My WealthBaskets”. You can see details of every stock, so you know where your money is at all times.
3. Managing
You have complete control on your investment. You can invest more, withdraw or exit from your WealthBasket anytime. You can also see & review rebalance updates, etc., from "View Activity".
At the moment, it is not possible to purchase WealthBasket outside of market hours.
Rebalancing is the process of periodically reviewing WealthBasket by creator who is a SEBI Registered Professional. It ensures that the WealthBasket continues to reflect the original investment or research strategy. You should review & approve the rebalance as you receive them.
Please note:
There are no lock-in periods for WealthBasket.
You can exit your WealthBasket anytime, though following the recommended Investment Horizon of the underlying WealthBasket helps to get optimal performance as per expectations.
Steps:
You can choose WealthBaskets that have a long-term investment period. The platform offers several WealthBaskets with different underlying strategies and models for long-term investment.