18k+ Clients Now Trust IAP with ₹1000 Crore AUM!
The Intelligent advisory Portfolios are one of the most invested Products by our clients as it gives the advantage of managed portfolio without going through the trouble of research or tracking the stocks market.
READY TO INVEST PORTFOLIOS
If you want to participate in the markets, but don’t have time to manage your portfolio, Intelligent Advisory Portfolios (IAP) is a new way to take the stock market ride through a ready mix of equity products. IAPs are Ideal for both active and passive investors.
- Guided advisory by RIAs
- Regular monitoring
- Money management
- Personalized insights
- Time-saving
- Active participation
Benefits of IAP
- AI-powered investment
- Customized portfolio
- Power of discretion
- Invest Online
- Real-time re-balancing
- 24/7 Portfolio tracking
OFFERINGs in IAP
Diversified option to choose from ROBO Managed Investment products to Process-driven products with the advisor overlay
FUNDTECH
Robo Managed, intelligent portfolio with a combination of fundamental and technical parameters. Suitable for investors who want to invest in companies with positive financial trends subject to quality and valuation thresholds.
Key Features
Quant based model to identify stocks on parameters like quality, valuation etc.
Multicap Portfolio, well diversified between Large, Mid and Small Cap stocks.
Continuous tracking to replace non-performing stocks.
Investment Universe, Process & Strategy
- Dynamic Portfolio creation comprising of 10 to 20 stocks
- Identifying stocks through Screening based on parameters like Quality, Valuation, Financial trend & technical parameters
- Maximum exposure of 30% in any sector & 10% in a single stock
Exit Strategy
- Continuous re-evaluation of the portfolio in case of adverse change in the stock selection criteria
- Corporate governance issue in the company
- Underperformance against benchmark BSE500 of over 20%
For Whom?
Investors and positional traders with moderate risk appetite and investment horizon of minimum 3-5 years.
Active Investment Strategy
Robo Managed Process
Combination of Financial & Technical Parameters
Min. Investment
TIME FRAME
3-5 years
NO. OF STOCKS
10-20
RISK
Moderate
BENCHMARK
BSE500
RIA
Vivekam Financial Services
PRIME
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 and special company/sectoral picks.
Key Features
Well diversified portfolio comprising of large, mid and small-cap companies
Blend of long term winners (60%) with Tactical bets (40%)
Investment Universe, Process & Strategy
Stock selection procedure involving 2 strategies:
Long Term Winners (60%): Stocks relevant from a 12-18 month perspective – these are companies which have a proven track record of profits over 3-5 years, meaningful growth triggers & beaten-down stocks with favourable risk-reward
Tactical bets (40%): Stocks that are relevant from a 3-6 months horizon. Major buy triggers include a change in government policy, industry consolidation and company-specific opportunities
Rebalancing Strategy
- Company or Industry fundamentals have started to change
- Too much negativity around a company or sector
- An extreme macroeconomic / market situation
- Stocks that have better growth prospects or better capital
allocation policies
For Whom?
Investors with moderate to high risk profile having an investment horizon of a minimum 3-5 years
Concentrated portfolio of 15-20 stocks
Combination of Tactical bets along with Long term winners
Generating growth over the long term as well as take advantage of special company/sector situations
Min. Investment
TIME FRAME
12-18 months
NO. OF STOCKS
15-20
RISK
Moderate to Low
BENCHMARK
Nifty200
RIA
Vivekam Financial Services
OpenQ MNC
Portfolio of Top stocks of Multi-National Companies (MNC) designed for passive long term investing created based on Quantitative method & proprietary filters.
Key Features
Investment in High quality MNC stocks that have their Price and Earnings Momentum adjusted for risk.
Stocks are weighted by considering individual stock level risk. Quantitative techniques are used to arrive at the stock level risk. Stocks which have shown higher relative risk in recent past are accordingly down weighted.
Investment Universe, Process & Strategy
Stock selection procedure involving 3 broad process:
Universe: Pool of listed MNCs which are part of top 500 by market cap
Quantitative analysis for identifying MNC companies with Growth in earnings and price momentum
Proprietary Liquidity Screening to avoid stocks with low liquidity
Judicious mix of Multicap portfolio with mix of large, Mid & Small markets capitalisation companies.
Rebalancing Strategy
- Quarterly rebalancing
- If the portfolio falls more than 20% from the peak
- If individual stock in portfolio fall more than 15% in intraday
For Whom?
Investors with moderate to high risk profile having investment horizon of minimum 3 years or more
Identifying High quality MNC stocks coupled with Earnings and Price
Quantitative methodology with no human bias
Min. Investment
TIME FRAME
3 Years
NO. OF STOCKS
10
RISK
Moderate to high
BENCHMARK
Nifty MNC
RIA
OpenQ
Zodiac
An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model.
Key Features
Strategy to dynamically invest in 12 Nifty 50 companies on a daily basis
Fundamental screening combined with quant model to avoid biases
In case quant model doesn’t find opportunity in Nifty stocks, allocation for those stocks will be done to Nifty Bees.
Active management to review portfolio stocks
Investment Universe, Process & Strategy
- Dynamic portfolio comprising of 12 Nifty stocks in equal weights
- Identifying stocks through fundamental screening and a quant model based on parameters like growth in earnings, sectorial preference, momentum and volatility factors
- Maximum exposure of 25% in a particular sector, Maximum 3 stocks from a sector and minimum 5 sectors at portfolio initiation.
Rebalancing Strategy
- When Potential upside is achieved.
- If Stock is excluded from Nifty Index.
- In case Nifty Bees is part of the portfolio it will be replaced when a new Stock opportunity with potential is identified.
- Stock Price corrects by more than tolerance levels
For Whom?
Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years
Dynamic Portfolio of
12 winning stocks
from Nifty 50 basket
Core fundamental screening combined with Quant Model for Decision making to avoid Human Bias
Active management to review portfolio stocks
Min. Investment
TIME FRAME
3-5 years
NO. OF STOCKS
12
RISK
Moderate
BENCHMARK
Nifty 50
RIA
Vivekam Financial Services
NS INDUSTRY CHAMP
Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing growth in value characteristics with expected higher return ratio.
Key Features
Consistent application of growth in value philosophy, ensuring consistent out performance
Portfolio built with fundamental bottom-up research
Uniquely designed risk management framework to generate superior risk adjusted returns
Investment Universe, Process & Strategy
- Consist of 15-20 stocks; mostly large-cap.
- A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.
- Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), allows valuation multiple expansion and earnings growth.
Maximum allocation in a stock:
+7% of its weight in benchmark
Market Cap Allocation:
Large Cap: Max 70% and Min 30%
Mid Cap: Max 70% and Min 30%
Small-Cap: Max 15% and Min 0%
Rebalancing Strategy
- Strictly based on fundamentals.
- If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
- Corporate governance issue in the company.
For Whom?
Investors with moderate risk appetite and investment horizon of minimum 3-5 years.
Stratgey Focusing on investing in the Industry Leaders of today
Backed by Quality Management which are focused on Innovation
Min. Investment
TIME FRAME
3-5 years
NO. OF STOCKS
15-20
RISK
Moderate
BENCHMARK
NIFTY Large & Mid-250
RIA
Eastwind capital Advisors
NS MID & SMALL CAP
Portfolio comprising of Mid & Small-cap stocks, which have potential to grow. Invest across the capitalization spread of the investment universe by identifying companies with improving fundamentals.
Key Features
Investment in Mid & Small cap space that have improving/higher return ratio
Bottom up research of business financials and management
Tactical weight allocation under the sub-classes to manage the risk
Investment Universe, Process & Strategy
Consist of 20-30 stocks.
A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.
- Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), which gives opportunity for valuation multiple expansion, along with earnings growth.
Rebalancing Strategy
- Strictly based on fundamentals.
- If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
- Corporate governance issue in the company.
Maximum allocation in a stock:
+7% of its weight in benchmark
Market Cap Allocation:
Mid Cap: Max 80% and Min 50%
Small-Cap: Max 50% and Min 20%
For Whom?
Investors with high risk appetite and investment horizon of minimum 3-5 years.
Identifies High Quality Moat Companies with Growth Potential among Mid & Smallcap
Strong Process & Bottoms Up Stock Selection Methodology
Min. Investment
TIME FRAME
3-5 years
NO. OF STOCKS
20-30
RISK
High
BENCHMARK
NIFTY MId & Small-250
RIA
Eastwind capital Advisors
NS 5TX5T
Thematic Portfolio created with multiple themes which have the potential to grow based on opportunities created as Indian Economy move to 5 Trillion dollars.
Key Features
Identify & Invest in Multiple themes (Ideally 4-6 Themes)
Multicap Portfolio of 15-20 stocks
360 Degree Deductive logic framework & Growth in Value.
Investment Universe, Process & Strategy
Stock selection procedure involving broad processes
- A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver superior risk adjusted returns on absolute, relative and consistent basis.
- Principle of “Growth in Value” style of investing _& principle of linearity I.e– investing in businesses, where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple expansion, along with earnings growth.
Rebalancing Strategy
- If portfolio stocks under perform for two consecutive swings and exhibits higher volatility, that stock gets marked for Sell/Review.
- Corporate governance issue in the company.
For Whom?
Investors with moderate risk appetite and investment horizon of minimum 3-5 years.
Strategy identifies Unique themes based Fundamental Framework opportunity in the Indian market
Strong Process & Bottoms Up Stock Selection Methodology
Min. Investment
NO. OF STOCKS
15-25
TIME FRAME
3-5 years
RISK
Moderate
BENCHMARK
NIFTY 50
RIA
Narnolia
ALPHA BLUECHIP
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.
Key Features
Investment in companies with strong business moat and formidable competitive edge
Includes businesses which are time tested and companies which have seen multiple cycles.
Selection of companies with robust growth, superior RoCE & strong cash flows toensure a ”High Quality Growth Portfolio with Low Risk”
Investment Universe, Process & Strategy
- Defined investment universe to include companies with good quality businesses, strong track record and corporate governance
- Confluence of Sector/Company research; Regular expert/ management interaction
- Portfolio Construction based on best ideas on bottoms up basis
- Zero tolerance to Quality risk; Minimize Price/Volatility & Liquidity risk
Rebalancing Strategy
- Change in the outlook on business growth
- New idea generation
For Whom?
Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years
Strategy identifies Unique themes based Fundamental Framework opportunity in the Indian market
Strong Process & Bottoms Up Stock Selection Methodology
Min. Investment
TIME FRAME
3-5 years
NO. OF STOCKS
15-25
RISK
Moderate
BENCHMARK
NIFTY 200
RIA
Renaissance Investment Managers
