Intelligent Advisory
Portfolios (IAP)

Intelligently curated innovative investment solutions

(No of) expert curated intelligent portfolios

Dynamic & Static

Power of Discretion

Flexible Investment (Lumpsum & SIP)

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Understanding 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 investin 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
Ditch the complexities, Embrace
simplicity with - IAP
Free AccountOpening 
2-1 Demat and TradingAccount 
0 AMC forLifetime

Market Leaders
for a Reason!

 Advantage

36+ Years of Robust Research

2,520+ Branches

1,100+ Investment Advisors

50+ Investment tools

Turbo-charge
your Investments

Superfast trading, powerful research & advance trading tools
Other tools available for you
Portfolio Management Service
Trading Terminal
Research 360
Superfast trading, powerful research & advance trading tools
Other tools available for you
Portfolio Management Service
Trading Terminal
Research 360

Complete Digital Process

Steps to Open a Demat Account
Step 1
Enter your name and mobile number & enter the OTP received on the registered number
Step 2
Enter your details such as Date of Birth, PAN number, Email Address and Bank account details
Step 3
Complete Aadhaar KYC and mandatory E-Sign and you are all set to invest and trade
Documents required to open a demat account
PAN Card
Aadhaar Card

Take your next step

Open Demat Account
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