Intelligent Advisory Portfolios (IAP)
A diverse range of pre-packaged Equity Portfolios ideal for investors and traders who want to participate in the markets but do not have enough time to manage their portfolios.
Why invest in these portfolios?
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- Robo managed investment process
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- Flexible investment modes of Lumpsum and SIP
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- Customized portfolio for every investor/trader
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- Real-time portfolio rebalancing
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- Power of discretion on every recommendation
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- No lock-in period
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- 24x7 tracking of portfolio
Products Basket Summary:
|
Parameters |
FundTech |
SmallCap |
LargeCap |
SmarT |
IndustryChamp |
Midcap and Smallcap |
|---|---|---|---|---|---|---|
|
What is it? |
Combination of fundamental and Technical parameters to invest in companies with positive financial trends subject to thresholds of quality and valuation |
Delivery based equity portfolio consisting of Small Cap stocks having potential for high earnings growth |
Consists of Large Cap stocks with an objective to generate steady returns over a period of time |
Generates returns from trading opportunities in fundamentally strong stocks through support of technical trends |
Identifies leaders of their respective industry and show growth in value characteristics with expected high return ratio |
Active investing across capitalization spread of investment universe by identifying companies with improving fundamentals |
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Suitable For |
Investor & Positional Trader |
Investor |
Investor |
Positional Traders |
Investors |
Investors |
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Stock Selection Criteria |
Based on technical and fundamental parameters such as financial results & price movements. |
Growth oriented dividend paying stocks |
Liquid stocks from Top 150 companies by market capitalization listed on NSE |
Use of technical indicators to identify short term momentum based good quality stocks |
The stock selection is based on Bottom Up Fundamental research inclusive of Quality, Growth, Valuation, Stock Allocation |
The stock selection is based on Bottom up Fundamental research from companies where the return ratios are growing or are sustainably higher |
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Risk Appetite |
Moderate |
High |
Moderate to Low |
Moderate to High |
Moderate |
High |
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Investment Horizon |
3 - 5 years |
3 - 5 years |
3 - 5 years |
1 year |
3-5 Years |
3-5 Years |
Options to Confirm Orders:
- 1 Notifications on MO Investor App*
- 2 Login to MO Investor Web
- 3 Email on registered email address
- 4 SMS on registered mobile number
- 5 Auto Call on registered mobile number*
- 6 Confirmation from dealer/advisor through OTP
Not available for SmarT portfolio