Our Model Portfolio service offers a strategic approach to equity investment by providing clients with curated themes based on extensive research and analysis. Designed to adapt to market conditions, our themes offer guidance on shares of companies that align with your investment objectives.
How it Works:
Clients receive monthly or as-needed updates on various equity-based themes. Each theme includes a detailed analysis of companies and recommendations for shares to buy. By following these themes, investors can strategically build their portfolios with stocks poised for growth.
Eligibility: Must be above 18 years old
Minimum Monthly Investment: ₹25,000
Minimum Service Duration: 3 years
"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." - Paul Samuelson
FAQs for Model Portfolio
The Model Portfolio service provides curated equity-based investment themes with monthly or as-needed updates, guiding you on which shares to buy based on comprehensive research and analysis.
You will receive updates and recommendations on a monthly basis or as market conditions require, ensuring your portfolio is aligned with the latest investment opportunities.
The themes will include companies from various sectors and market capitalizations, selected based on their growth potential, valuation, and alignment with the overall market conditions..
The minimum monthly investment for the Model Portfolio service is ₹25,000.
Yes, the minimum service duration for the Model Portfolio is 3 years.
Anyone above the age of 18 can subscribe to the Model Portfolio service with the vision to create wealth.
By diversifying across various equity themes and companies, the Model Portfolio helps spread risk while aiming for higher returns through informed investment decisions.