As an investor, keeping track of all the stocks on the stock exchange can be a difficult task. You face various challenges like not having enough time, lack of data & information, and not having access to accurate analysis of the stocks' performance. You may seek advice from your friends, colleagues, or relatives, but their suggestions often seems out to be unreliable.
Even if you manage to create a portfolio of stocks, it becomes difficult to continuously monitor it. Sometimes, you may miss opportunities to book profits, and by the time you decide to sell a stock, its price may have already fallen. You might also find yourself in a dilemma when certain stocks in your portfolio are not performing well or are at a LOSS. You struggle with the decision of whether to sell them, hold onto them, or buy more to average out your investment.
To help you overcome these obstacles, we present the Intelligent Advisory Portfolio (IAP). The IAP is a portfolio of equity shares managed by professional investment advisors registered with SEBI (Securities and Exchange Board of India). These advisors have extensive knowledge and experience in the stock market, enabling them to create wealth for their clients. They have a team of expert research analysts and access to advanced software with the latest algorithmic technologies to track and monitor portfolios effectively.
Your portfolio is conveniently accessible in your demat account with Motilal Oswal Financial Services Ltd. The SEBI Registered Investment Advisor (RIA) provides personalized advice for you.
The SEBI Registered Investment Advisor combines fundamental and technical analysis to carefully select highly profitable businesses that consistently generate long-term returns.
As a shareholder, you have full control over the stocks in your demat account. Every buy or sell transaction requires your consent, ensuring complete transparency.
Our expert Fund Managers utilize advanced algorithms to execute accurate transactions in your demat account, based on their valuable advice.
Fund Managers follow a unique philosophy of cutting off underperforming shares while holding onto profit-generating shares, ensuring a continuously thriving and profitable Portfolio.
Our MO Investor mobile app and web portal allows you to track your I.A.P. portfolios in real-time, providing you with live updates and insights.
Since Portfolio Management Services (PMS) typically require a minimum investment of Rs. 50 Lakhs, making it unaffordable for most retail investors. Our I.A.P. offers a similar service with a significantly lower investment amount, making it budget-friendly for small investors as well.
Unlike mutual funds, bonds or debentures, our IAP product does not have a maturity period. It is solely focused on a concentrated equity shares portfolio intended for long-term investments. However, you have the flexibility & freedom to withdraw from the portfolio whenever you desire, providing you with complete control over your investment.
RAJESH SURENDRAKUMAR AGARWAL is an authorized person of Motilal Oswal Financial Services Limited.
AP Registration Number: AP0297093181 & AP0104460133989.
RAJESH SURENDRAKUMAR AGARWAL is an authorized partner of Prudent Corporate Advisory Services Limited.
AMFI Reg No.: ARN-102901.
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