Why Choose Intelligent Advisory Portfolios (IAPs)?

  • Streamlines equity market involvement
  • Offers expert-curated portfolios for every risk profile
  • Balances risk with dynamic and static portfolio options
  • Provides 24/7 real-time portfolio monitoring

What Are Intelligent Advisory Portfolios?

IAPs are expertly curated investment solutions designed to simplify equity market investing. Created by Registered Investment Advisors (RIAs), these portfolios are diversified and tailored to suit both active and passive investors. Whether you choose a dynamic or static portfolio, IAPs align with your financial goals and risk profile.

Key Features of IAPs

Dynamic and Static Portfolios

Choose flexibility or fixed strategies to suit your style.

Expert Monitoring

Portfolios are continuously optimized by RIAs.

Real-Time Tracking

Monitor your portfolio 24/7 with real-time insights.

Investment Flexibility

Invest through SIP or Lumpsum, catering to different objectives.

Say Goodbye to Complexity

Open a free account today and enjoy zero AMC for a lifetime.

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Investment Advisory Products (IAP) FAQs

IAP refers to a service where investors receive personalized financial advice and strategies for managing investments across asset classes like stocks, bonds, mutual funds, and more.

IAPs are ideal for individuals who need expert guidance to manage their portfolios, especially those with a large amount of capital or complex financial goals.

Strategies may include asset allocation, diversification, tax-efficient investing, risk management, and identifying growth opportunities in various sectors.

Professional management of investments, personalized advice, better risk management, and access to exclusive market insights are key benefits of using IAP.

The fees for IAPs may be flat charges or percentage-based fees depending on the advisor or platform. It’s important to clarify fees upfront.

While IAP can be beneficial, beginners may find it useful if they seek expert advice. However, a basic understanding of investing is recommended.

Look for advisors with relevant certifications, a track record of success, and a transparent approach to fees. It’s important to ensure they understand your financial goals.

No, IAP cannot guarantee returns as investments are subject to market risks. They aim to provide strategies to maximize returns within an acceptable risk profile.

Yes, IAPs are regulated by the Securities and Exchange Board of India (SEBI) to ensure fair practices and protect investors' interests.

Yes, you can modify your investment strategy in consultation with your advisor, especially if your financial goals or risk tolerance changes.

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