Best for Annual Fee ₹1,40,000
Sovereign Annual Portfolios Membership Plan | Access to Multiple Portfolios | Flexibility to Change Quarterly | 12 Months Validity
- All-Encompassing Master Plan: A premier annual subscription for investable assets above ₹56 lacs. This membership plan serves as the only portfolio product an investor requires, as all other independent portfolio alternatives within the stated fee range are fully integrated as sub-components of this single master plan.
- All-Access Portfolio Entry: Liberty to subscribe to any investment portfolio that matches your goals—offering alternatives engineered with the potential to generate elite, exceptional, extraordinary, supreme, strong, meaningful, suboptimal, or nominal levels of risk-adjusted returns.
- Simultaneous Multi-Portfolio Subscriptions: Enjoy the option to hold multiple distinct portfolio subscriptions concurrently, provided the total annual subscription fee across all active plans does not exceed ₹1,40,000. This is highly suitable for investors who would like to do asset allocation simultaneously across different categories like Equities, Equity ETFs, Mutual Funds, Gold and Silver ETFs, REITs & InvITs, and Debt ETFs.
- Flexible Portfolio Adjustments: Enjoy the option to request a portfolio subscription plan change once per quarter to keep your portfolio’s risk-adjusted return potential perfectly aligned with your investment goals.