Since you and your life gifts are unique, a one-size-fits-all solution may not address your specific investment needs, making personalized portfolio options the ideal choice. This platform offers customized equity portfolios, expertly crafted by SEBI-registered Research Analyst Mr. Sai Praveen (INH_________). These portfolios are tailored to your capital, return expectations, risk tolerance, portfolio size, review preferences, service period, desired ETF composition, SIP or SWP requirements, and preferred stock types (MarketCap, Theme, Industry, or Mixed Sectors).

Assumptions underlying the Return Calculations for the Portfolios:

  • Portfolio Investment: Lump sum of ₹1,00,00,000.
  • Investment Plan Duration: 12 Months

  • In portfolios with ETFs composition below 100%, the holdings consist solely of equities and equity ETFs, with no allocation to debt ETFs or commodity ETFs.

  • The displayed returns are 'Gross Returns,' before accounting for any transaction costs.

  • Annualized Return-to-Risk Ratio Formula: (Annualized Return Percentage) / (Risk Tolerance Percentage).

    • IdealPortfolioBot link

    Historical Returns of Portfolios

    Portfolio Size - Historical Portfolio Returns

    Stock Group - Historical Portfolio Returns

    ETFs Composition in a Portfolio - Historical Portfolio Returns

    Risk Tolerance Percentage - Historical Portfolio Returns

    Portfolio Rebalancing Frequency - Historical Portfolio Returns