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NS Industry Leaders

Min. Investment ₹3,00,000

  • Horizon

    3 Years
  • Risk Appetite

    Conservative
Factsheet

NS 5TX5T

Min. Investment ₹5,00,000

  • Horizon

    3 Years
  • Risk Appetite

    Moderate
Factsheet

NS Multi Cap

Min. Investment ₹5,00,000

  • Horizon

    5 Years
  • Risk Appetite

    Moderate
Factsheet

NS Mid and Small Cap

Min. Investment ₹3,00,000

  • Horizon

    7 Years
  • Risk Appetite

    Moderate
Factsheet

Small Cap High Growth Low Valuation Strategy

Min. Investment ₹3,00,000

  • Horizon

    1-2 Years
  • Risk Appetite

    High Volatility
Factsheet

Blue Chip High Growth Low Valuation Strategy

Min. Investment ₹3,00,000

  • Horizon

    1-2 Years
  • Risk Appetite

    Med. Volatility
Factsheet

Emerging Stocks High Growth Low Valuation Strategy

Min. Investment ₹3,00,000

  • Horizon

    1-2 Years
  • Risk Appetite

    High Volatility
Factsheet

PSU Stocks High Growth Low Valuation Strategy

Min. Investment 3 Lakhs

  • Horizon

    1-2 Years
  • Risk Appetite

    High Volatility
Factsheet

What are Investment Advisory Portfolios?

Investment Advisory Portfolios (IAPs) are a set of stocks managed by SEBI registered investment advisors. IAPs are a new way to ride the stock market through a ready mix of equity products. These collections of baskets are 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. IAPs give the advantage of a managed portfolio without going through the trouble of researching or tracking the stock market.

Key Benefits

Fundamentals of 1800+ NSE Stocks

Fundamentals of 1800+ NSE Stocks

Technical of 1800+ NSE Stocks

Technical of 1800+ NSE Stocks

Historical Price Momentum of 1800+ NSE Stocks

Historical Price Momentum of 1800+ NSE Stocks

Valuation of 1800+ NSE Stocks

Valuation of 1800+ NSE Stocks

24/7 Portfolio tracking

24/7 Portfolio tracking

Sector Leaders

Sector Leaders

Stocks Screener

Stocks Screener

Nifty & Bank Nifty Trend (FII Data)

Nifty & Bank Nifty Trend (FII Data)

Know Fundamentals & Technical of all NSE F&O Stocks

Know Fundamentals & Technical of all NSE F&O Stocks

Value Stocks Strategies

Value Stocks Strategies

Watchlist

Watchlist

Key Features of IAP

  • Research-Backed Advisory Baskets: Robo-managed portfolios for an automated investment process.
  • Aim for Superior Risk-Adjusted Returns: Advisory from the industry's leading Registered Investment Advisors.
  • Absolute, Relative & Consistent Returns: Choose between Lumpsum or SIPs for investment flexibility.
  • Long-Term Wealth-Creation: Advanced money management with time-saving methodologies.
  • Active Professional Investment Advisory: Customised portfolios based on one’s risk-return profile.
  • Flexibility for Investors: No lock-in period on investments.
  • Direct Ownership of Stocks: 24*7 portfolio tracking and real-time rebalancing.

Key Features of IAP

  • Robo-managed portfolios for an automated investment process.
  • Advisory from the industry's leading Registered Investment Advisors.
  • Choose between Lumpsum or SIPs for investment flexibility.
  • Advanced money management with time-saving methodologies.
  • Customised portfolios based on one’s risk-return profile.
  • No lock-in period on investments.
  • 24*7 portfolio tracking and real-time rebalancing.

Why IAP?

Wealth Creation

Designed to retain the flexibility of direct ownership for Wealth Creation.

Wealth Creation

Provides the discipline, professional competency, and long term approach similar to that of a Mutual Fund/PMS.

Wealth Creation

Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy Research.

How to Invest in 3 Easy Steps

Open Demat Account Online with SMC

Step 1

Select your preferred plan

Open Demat Account Online with SMC

Step 2

Choose the amount you wish to invest

Open Demat Account Online with SMC

Step 2

Choose the amount you wish to invest

Open Demat Account Online with SMC

Step 3

Check the recommendations and approve the investment

FAQ’s

An investment advisory portfolio is a collection of securities managed by an investment advisor or portfolio manager on behalf of a client. It is designed to meet the client's specific investment objectives, risk tolerance, and time horizon.

Investment advisory portfolios are actively managed by professionals who make investment decisions on behalf of clients based on their individual needs and goals. Unlike passive investment options like index funds, investment advisory portfolios are customized and actively monitored.

Investment advisory portfolios are managed by professional investment advisors or portfolio managers who conduct research, analyze market trends, and make investment decisions on behalf of clients. Portfolios are regularly monitored and may be rebalanced as needed to maintain the desired asset allocation.

Some benefits of investing in investment advisory portfolios include professional management, customization to individual needs, diversification, risk management, and regular monitoring and rebalancing to help achieve long-term financial goals.

Clients typically receive regular reports and updates on the performance of their investment advisory portfolios, including details on holdings, transactions, and fees. Advisors also maintain open communication with clients to provide guidance and address any questions or concerns.

Before investing, clients should consider their investment objectives, risk tolerance, time horizon, and financial situation. It's important to have clear goals and communicate them effectively with your investment advisor to ensure your portfolio is aligned with your needs.

When choosing an investment advisor, consider factors such as their experience, track record, investment methodology, fee structure, and level of client service. It's also important to feel comfortable communicating with your advisor and trust their expertise and judgment.

As per SEBI Nominees 2.50% + GST per annum will be Subscription fees and Brokerage Charges: 0.30% + statutory cost (Brokerage is charged by SMC).

What Our Customers Say

Testimonial

I've been a loyal SMC client for years, and the IAP offered by them has added immense value to my investment strategy. The hands-on support and top-notch customer service set them apart from the competition.

Vineet Goyal

Testimonial

IAP has truly revolutionized my investment journey. The expertly crafted portfolio and continuous monitoring have given me peace of mind. I've witnessed consistent returns and couldn't be happier with the service.

Madhusudan Dixit

Testimonial

I was initially skeptical about robo-advisors, but IAP exceeded my expectations. The personalized investment strategy aligned perfectly with my financial goals. It's hassle-free, transparent, and has saved me time and effort.

Rahul Kumar

Awarded the Best Time and Again

Awarded the Best Time and Again
Awarded the Best Time and Again
Awarded the Best Time and Again
Awarded the Best Time and Again
Awarded the Best Time and Again
Awarded the Best Time and Again