Min. Investment ₹3,00,000
Horizon
Risk Appetite
Min. Investment ₹3,00,000
Horizon
Risk Appetite
Min. Investment ₹3,00,000
Horizon
Risk Appetite
Investment Advisory Portfolios (IAPs) are a set of stocks managed by SEBI registered investment advisors. IAPs are a new way to ride the stock market through a ready mix of equity products. These collections of baskets are a concentrated portfolio that blends tactical bets with long-term winners and provides investor advantage with a mix of long-term compounders and special company/sectoral picks. IAPs give the advantage of a managed portfolio without going through the trouble of researching or tracking the stock market.
Designed to retain the flexibility of direct ownership for Wealth Creation.
Provides the discipline, professional competency, and long term approach similar to that of a Mutual Fund/PMS.
Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy Research.
An investment advisory portfolio is a collection of securities managed by an investment advisor or portfolio manager on behalf of a client. It is designed to meet the client's specific investment objectives, risk tolerance, and time horizon.
Investment advisory portfolios are actively managed by professionals who make investment decisions on behalf of clients based on their individual needs and goals. Unlike passive investment options like index funds, investment advisory portfolios are customized and actively monitored.
Investment advisory portfolios are managed by professional investment advisors or portfolio managers who conduct research, analyze market trends, and make investment decisions on behalf of clients. Portfolios are regularly monitored and may be rebalanced as needed to maintain the desired asset allocation.
Some benefits of investing in investment advisory portfolios include professional management, customization to individual needs, diversification, risk management, and regular monitoring and rebalancing to help achieve long-term financial goals.
Clients typically receive regular reports and updates on the performance of their investment advisory portfolios, including details on holdings, transactions, and fees. Advisors also maintain open communication with clients to provide guidance and address any questions or concerns.
Before investing, clients should consider their investment objectives, risk tolerance, time horizon, and financial situation. It's important to have clear goals and communicate them effectively with your investment advisor to ensure your portfolio is aligned with your needs.
When choosing an investment advisor, consider factors such as their experience, track record, investment methodology, fee structure, and level of client service. It's also important to feel comfortable communicating with your advisor and trust their expertise and judgment.
As per SEBI Nominees 2.50% + GST per annum will be Subscription fees and Brokerage Charges: 0.40% + statutory cost (Brokerage is charged by SMC).
I've been a loyal SMC client for years, and the IAP offered by them has added immense value to my investment strategy. The hands-on support and top-notch customer service set them apart from the competition.
IAP has truly revolutionized my investment journey. The expertly crafted portfolio and continuous monitoring have given me peace of mind. I've witnessed consistent returns and couldn't be happier with the service.
I was initially skeptical about robo-advisors, but IAP exceeded my expectations. The personalized investment strategy aligned perfectly with my financial goals. It's hassle-free, transparent, and has saved me time and effort.
