There are 2 ways to Subscribe: MO Investor APP and MO Investor Web.
READY TO INVEST PORTFOLIOS
As an investor, you are keen to participate in the markets, but cannot make time to manage your portfolio; you do not know the ropes of portfolio management either. Intelligent Advisory Portfolios (IAP) is a ready mix of equity products that you can invest in right away.
- Guided advisory by RIAs
- Personalized insights
- Regular monitoring
- Time saving
- Money management
- Active participation
Complaint Dashboard – Investment Advisory
Number of complaints - October 2021
At the beginning of the month
Received during the month
Resolved during the month
Pending at the end of the month
Reasons for pendency: Investigation under process
WHY CHOOSE Intelligent Advisory Portfolios (IAP)
AI-powered investment 
Customized portfolio for every client
Power of discretion
Real-time re-balancing
24/7 portfolio tracking
Open A Demat Account Now !
READY TO INVEST PORTFOLIOS
A diverse range of pre-packaged products ideal for both traders and investors who want to participate in the markets but do not have enough time to manage their portfolios.
Still confused which product to pick?
Let our robo-advisory help you invest
in the right product
WHAT OUR CUSTOMERS SAY
Reviews, comments from MO's customers and community
IAP FAQs
1. Select the desired product offered by RIA 2. Select mode of investment (Lump sum/SIP) 3. Select Subscription (only for Lumpsum) or Fixed Fee Model (Profit sharing above hurdle Rate) 4. Accept Terms & Conditions 5. Fill the risk profiler 6. Agreement with RIA 7. Enter Investment amount & Proceed 8. Portfolio Advice is generated in few minutes by RIA 9. Accept the orders generated for the portfolio
You will have a choice whether to accept advice or not sent by RIA. However, for execution entire order can be executed and no facility is available to reject specific stocks.
It does not matter as long as the stock has the advice open from RIA, you will continue receiving the orders till you approve them.
There is no minimum period for SIP, you can stop an SIP anytime with RIA.
1. Email – A link is sent in the email, just click the link and orders will be approved 2. SMS - A link is sent on SMS, just click the link and orders will be approved 3. MO Investor App Notification – Click on Accept and orders will be approved 4. MO Investor Web – Login and Accept the order and orders will be approved 5. Automated IVR call – Select 1 on your dial pad and orders will be approved 6. Call your Advisor – Your Advisor will generate OTP, share it with him and orders will be approved
You can approve your orders through SMS/Email/Mobile App Notifications/Web Login/Automated voice call. In case there is any difficulty you can approve your orders through your advisor by generating OTP.
For any support related to IAP, Kindly email us any on iapquery@motilaloswal.com
