Intelligent Advisory Portfolios (IAP)

What are Intelligent Advisory Portfolios?

Intelligent Advisory Portfolios (IAPs) are pre-designed innovative investment solutions, curated to simplify equity market investing for those who don’t have time to stop and invest. IAPs are a diverse range of pre-packaged equity portfolios curated by Registered Investment Advisors (RIAs), ideal for both active and passive investors. These portfolios are curated & monitored by the RIAs and follow strict rules & parameters to manage the risk-return ratio of your investment.

How do IAPs work?

IAPs offer a range of pre-packaged equity portfolios, advised by Registered Investment Advisors (RIAs). These portfolios are carefully curated and monitored, adhering to strict risk-return parameters. The pre-packed portfolios offer investors options like ROBO Managed Investment Products and process-driven portfolios with expert advisor overlays. Investors can choose between Dynamic or Static Portfolios, aligning investments with personal preferences and risk tolerance. Whether opting for Lumpsum or SIP investments, IAPs accommodate various financial goals. The real-time portfolio tracking feature ensures continuous oversight and peace of mind.

Why invest in IAP?

• Simplifies equity market participation
• Saves Time
• Offers diverse options, expert curation, and flexibility to tailor portfolios
• Managing risk with preference to investor type
• Option to choose from Dynamic or Static portfolios
• 24* 7 Portfolio tracking