Intelligent Advisory Portfolios (IAP)
Intelligent Advisory Portfolios (IAP) are diverse range of pre-packaged equity portfolios advised by Registered Investment Advisors (RIAs) for you to invest in equity markets without getting into the trouble of researching for the stocks, studying the current market conditions or going through a plethora of numbers and details.
Why invest in these portfolios?
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- Option to choose products - ROBO Managed or Process-driven with advisor overlay
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- Option to choose Dynamic or static portfolios
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- Power of discretion on every recommendation
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- Invest in IAP Online
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- Flexible investment modes of Lumpsum & SIP
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- 24x7 tracking of portfolio
Products Basket Summary:
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Parameters |
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What is it? |
Prime Portfolio is a concentrated portfolio that blends tactical bets with long term winners and provides investor advantage with a mix of long term compounders as well as special company/sectoral picks. |
Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing growth in value characteristics with expected higher return ratio. |
Portfolio comprising of Mid & Small cap stocks, which have potential to grow. Identified with bottoms up approach which covers; Information mining, financial modelling, investment thesis, active & rigorous tracking for changes in the earnings & quality outlook |
Thematic Portfolio created with multiple themes which have potential to grow based on opportunities created as Indian Economy move to 5 Trillion dollar. |
Alpha Bluechip is an unconstrained, concentrated portfolio of best-in-class companies across different sectors and market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns |
An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model. |
A diversified portfolio predominantly from the universe of top 250 companies with focus on alpha generation along with stability and liquidity |
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Framework |
Fundamental |
Fundamental |
Fundamental |
Fundamental |
Fundamental |
Quant & Fundamental |
Fundamental |
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Riskometer |
Moderate |
Moderate |
Aggressive |
Moderate |
Moderate |
Moderate |
Aggressive |
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Investment Horizon |
3-5 Years |
3-5 Years |
3-5 Years |
3-5 Years |
3-5 Years |
3-5 Years |
3-5 Years |
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SIP Option |
No |
Yes |
Yes |
Yes |
No |
No |
No |
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Videos |
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Product Details |
Options to Confirm Orders:
- 1 Notification on MO Investor App
- 2 Login to MO Investor Web
- 3 SMS on Registered Mobile Number
- 4 Email on registered email address
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5
Auto Call on your registered mobile number
- Press 1 to confirm order
- Press 2 to reject order
- 6 Confirm your orders through your Dealer/Advisor with OTP