Your guide to wealth creation & expert-driven strategies
Let us guide you about the investment process
- We start with getting to know you - risk profiling, KYC
- You can pay to subscribe to our advisory portfolios
- We offer you quick and easy execution via our execution partners
If you havent checked it, here are our product pages Equity, MF, Alternative
1. Tell us about you!
Answer a questionaire about your risk preferences and tell us your KYC information
2. Signup for our advisory
Let's make the association formal and sign our agreement along with fee payment
3. Execution
Execute seamlessly with our partner platforms in a few clicks with your preferred brokers
How do you invest?
Platform
Portfolios
How it works?
Brokers Supported
Wright All core, thematic & MF None Smallcase All core & thematic Zerodha, 5paisa, Angel Broking, AxisDirect, HDFC Securities, IIFL Securities, Kotak Securities, Edelwiess, Trustline, Upstox, Alice Blue Vested Global Investing NAPricing
- Balanced Equity
- Growth Equity
- Conservative Equity
- Momentum Equity
- Smallcaps Equity
- Quality Equity
- Aggressive MF
- Moderately Aggressive MF
- Balanced MF
- Moderately Conservative MF
- Conservative MF
- Statistical Arbitrage Alternative
- 393
- 393 or 0.125% of AUM
- 393 or 0.125% of AUM
- 177 or 0.125% of AUM
- 177 or 0.125% of AUM
- 177 or 0.125% of AUM
- 177
- 177
- 177
- 177
- 177
- 2000
- 1180
- 1180 or 0.375% of AUM
- 1180 or 0.375% of AUM
- 531 or 0.375% of AUM
- 531 or 0.375% of AUM
- 531 or 0.375% of AUM
- 531
- 531
- 531
- 531
- 531
- 6000
- 2360
- 2360 or 0.75% of AUM
- 2360 or 0.75% of AUM
- 1062 or 0.75% of AUM
- 1062 or 0.75% of AUM
- 1062 or 0.75% of AUM
- 1062
- 1062
- 1062
- 1062
- 1062
- 12000
Investor Risk Profiles
Our risk profiling method is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. We broadly categorize investors into 5 risk profiles:
- Very Conservative investors whose priority is preservation of capital and who do not wish to take investment risk
- Moderately Conservative investors who are willing to take some risk but the priority is preservation of capital
- Balanced investors who have understanding of the markets and are willing to take short term risk for long term capital growth
- Assertive investors who understand the markets and are interested in maximizing long term capital growthk
- Aggressive you are willing to sacrifice your capital for the highest long term capital growth
To know more about our risk profiling, read our risk profiling guide
