READY TO INVEST PORTFOLIOS

As an investor, you are keen to participate in the markets, but cannot make time to manage your portfolio; you do not know the ropes of portfolio management either. Intelligent Advisory Portfolios (IAP) is a ready mix of equity products that you can invest in right away

Phone

Guided advisory by RIAs

Email

Regular monitoring

Office

Money management

Hours

Personalized insights

Office

Active Participation

Email

Time Saving

Office

Active Participation

ONE STOP SOLUTION FOR ALL YOUR FINANCIAL NEEDS

Portfolio Management Services

IPO Trading

Insurance

Online Courses

 

Derivatives  Trading

Currency Trading

SERVICES

PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors

  • India ‘s leading PMS service providers, with approx Rs. 14,814 Cr. of Assets Under Management
  • 10,165 active PMS accounts and client base spanning across 148 different cities
  • Various themes like large cap, small & mid cap, flexi cap etc. to suit varied investment needs
  • Value PMS, our flagship product has consistently outperformed its benchmark over 16 years and is quarterly rated by Morningstar, an international reputed agency.

INSURANCE

Our family is our priority and we all want to see them happy, safe, protected and cushioned for any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone can be major drain on your resources, insurance helps you circumvent that. It is an essential tool to save you from potential losses faced from unexpected instances

  • Wide range of Life & General insurance products
  • Comprehensive coverage recommendations based on specific needs
  • Tie-ups with multiple Life & General insurance companies
  • Online Tracking feature to help you get all your financial investments under one roof

LONG TERM WEALTH CREATION

Equities as an asset class provide you the dual advantage of protecting your wealth from inflation along with enhancing your purchasing power. The key to successful equity investments lies in investing with a long-term perspective and keeping away from day-to-day uncertainties. Historical Data proves that equity as an asset class has performed better than any other asset class over the years.

  • rade & invest in Cash & Margin products, ETF ‘s and Stock SIP ‘s across BSE, NSE & MSEI
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade Desk and Dedicated Advisors *
  • All platforms integrated with LIVE market feeds, advanced tools and MOSL research & advice
  • Customized investment strategies & actionable advice across time horizons & risk profiles
  • Portfolio Restructuring based on risk profile with model portfolios and benchmark comparisons
  • 30 years of wealth creation experience driven by the philosophy of Solid Research, Solid Advice
  • Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards, 4 years in a row

IPO’S

The primary market provides investor ‘s opportunities to buy shares at a reasonable price prior to its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO ‘s. Holding on to the shares also provide an opportunity to participate in the future success of these companies

  • Advantage of either applying for IPOs through online platforms as well as offline
  • IPO recommendations for select offers provided by our advisory team
  • Secure investing through a single login across devices Desktop, Mobile or Web

FIXED INCOME

Debt products are low risk and reasonably safe and consistent investment options. It ‘s a preferred option for investors seeking fixed regular income with liquidity

  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations

SERVICES

PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors

  • India ‘s leading PMS service providers, with approx Rs. 14,814 Cr. of Assets Under Management
  • 10,165 active PMS accounts and client base spanning across 148 different cities
  • Various themes like large cap, small & mid cap, flexi cap etc. to suit varied investment needs
  • Value PMS, our flagship product has consistently outperformed its benchmark over 16 years and is quarterly rated by Morningstar, an international reputed agency.

INSURANCE

Our family is our priority and we all want to see them happy, safe, protected and cushioned for any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone can be major drain on your resources, insurance helps you circumvent that. It is an essential tool to save you from potential losses faced from unexpected instances

  • Wide range of Life & General insurance products
  • Comprehensive coverage recommendations based on specific needs
  • Tie-ups with multiple Life & General insurance companies
  • Online Tracking feature to help you get all your financial investments under one roof

LONG TERM WEALTH CREATION

Equities as an asset class provide you the dual advantage of protecting your wealth from inflation along with enhancing your purchasing power. The key to successful equity investments lies in investing with a long-term perspective and keeping away from day-to-day uncertainties. Historical Data proves that equity as an asset class has performed better than any other asset class over the years.

  • rade & invest in Cash & Margin products, ETF ‘s and Stock SIP ‘s across BSE, NSE & MSEI
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade Desk and Dedicated Advisors *
  • All platforms integrated with LIVE market feeds, advanced tools and MOSL research & advice
  • Customized investment strategies & actionable advice across time horizons & risk profiles
  • Portfolio Restructuring based on risk profile with model portfolios and benchmark comparisons
  • 30 years of wealth creation experience driven by the philosophy of Solid Research, Solid Advice
  • Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards, 4 years in a row

IPO’S

The primary market provides investor ‘s opportunities to buy shares at a reasonable price prior to its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO ‘s. Holding on to the shares also provide an opportunity to participate in the future success of these companies

  • Advantage of either applying for IPOs through online platforms as well as offline
  • IPO recommendations for select offers provided by our advisory team
  • Secure investing through a single login across devices Desktop, Mobile or Web

FIXED INCOME

Debt products are low risk and reasonably safe and consistent investment options. It ‘s a preferred option for investors seeking fixed regular income with liquidity

  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations

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