All Products

Our Investment Products

Choose between DIY Stocks & Personalised Goal Planning.

DIY Investment Membership

₹999 per year

What You Get:

  • Annual risk profiling
  • 5 model portfolios (20–25 funds)
  • Portfolios by risk, time horizon & goal type
  • Suggested allocation & fund list (choose as per your risk)
  • Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

DIY Investment Membership

₹1,999 per year

What You Get:

  • Annual risk profiling
  • 12 model portfolios (40–60 funds, select at purchase)
  • Portfolios by risk, time horizon & goal type
  • Suggested allocation & fund list (choose as per your risk)
  • Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

DIY Investment Membership

₹2,499 per year

What You Get:

  • Annual risk profiling
  • 20 model portfolios (40–60 funds, select at purchase)
  • Portfolios by risk, time horizon & goal type
  • Suggested allocation & fund list (choose as per your risk)
  • Annual portfolio updates

Who Is This For?

Self-directed investors who prefer structured model portfolios.

By Risk:

Conservative • Moderate • Aggressive

By Goal:

Retirement • Child Education • Tax Saving • Wealth Creation • Income Generation • Short Term Parking

Model Portfolios & Funds

Average Absolute Returns as of 1 September 2025

Mixed of Global Funds

2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund

3Y 19.65%
5Y 27.025%
10Y 17.105%

Large Cap

5 Large Cap

3Y 18.58%
5Y 22.21%
10Y 14.12%

Flexi Cap

5 Flexi Cap

3Y 22.79%
5Y 27.11%
10Y 17.65%

Small Cap

5 Small Caps

3Y 22.17%
5Y 31.7%
10Y 19.8%

Mid Cap

5 Mid Caps 50, Top100

3Y 24.28%
5Y 30.39%
10Y 18.20%

Banking and Finance

5 Top Funds

3Y 20.5%
5Y 24.81%
10Y 15.37%

Crorepati Fund

5 Crorepati Funds

3Y 19.30%
5Y 26.67%
10Y 17.58%

Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%
5Y 21.79%
10Y 14.69%

Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%
5Y 21.95%
10Y 13.54%

Child Education

5 Top Funds

3Y 17.27%
5Y 21.46%
10Y 14.02%

Tax Saving Funds

3 Top Funds

3Y 20%
5Y 25.3%
10Y 17.9%

Thematic

2 Top Funds

3Y 17.48%
5Y 23.53%
10Y 13.76%

Sectoral

2 Top Funds

3Y 27.44%
5Y 26.24%
10Y 18.4%

Auto Index

4 Top Index Funds

3Y 2 Year : 30.5%
5Y -%
10Y -%

G-Sec

2 Funds

3Y 1 Year : 6.73%
5Y 2 year : 9.45%
10Y -%

GDP 2030 Innovation Fund

1 Innovation Fund

3Y 6 Months : 23.82%
5Y 1 Year : 8.2%
10Y -%

GDP 2030 Manufacturing Fund

1 Manufacturing Funds

3Y 6 Months : 18.9%
5Y 1 Year : 0.83%
10Y -%

Automotive

1 Automotive Fund

3Y 6 Months : 34.95%
5Y 1 Year : 2.12%
10Y -%

Corporate Bond

4 Corporate Funds

3Y 8.1%
5Y 6.74%
10Y 7.82%

Arbitrage

2 Arbitrage Funds

3Y 7.79%
5Y 6.49%
10Y 6.25%

Liquid

3 Liquid Funds

3Y 7.32%
5Y 5.97%
10Y 6.57%

Equity Saving Fund

3 Equity Savings Fund

3Y 13.09%
5Y 13.23%
10Y 10.10%

Index Fund

4 Top Index Funds

3Y 16.52%
5Y 14.9%
10Y 10.88%

Transport and Logistics

1 Transport And Logistics Fund

3Y 1 Years : 11.72%
5Y 2 Years : 34.76%
10Y -%

GDP 2030 Manufacturing Fund 2

1 Manufacturing Funds

3Y 6 Months : 21.27%
5Y 1 Year : 0.46%
10Y -%

Core & Satellite

3 Core & Satellite Fund

3Y 18.15%
5Y 20.85%
10Y 15.18%

Early Retirements

6 Top Funds

3Y 21.42%
5Y 27.41%
10Y 18.46%

Mixed of All Cap Funds

3 Large Cap, 1 Mid Cap, 1 Small Cap

3Y 19.33%
5Y 25.49%
10Y 15.93%

Green Funds

3 ESG Funds

3Y 16.75%
5Y 16.94%
10Y 13.22%

Average CAGR Returns as of 11 Jan 2026

Compounding Core Wealth Allocation Strategy

3Y 37.86%
5Y 54.46%
10Y 27.6%
Subscribe Now Read More

Balanced Growth Strategy

3Y 14.21%
5Y 14.07%
10Y 13.85%
Subscribe Now Read More

Prudent Growth Strategy

3Y 10.64%
5Y 10.57%
10Y 15.21%
Subscribe Now Read More

Wealth+ India Vision 2030 Research Strategy

3Y 23.5%
5Y 17.16%
10Y 13.2%
Subscribe Now Read More

Note: Each stock has different returns. This is average returns are taken. Where returns may differ as shown due to allocation of stocks.

Note: Please note that these figures are derived from back tested data, representing hypothetical performance based on historical models rather than actual live trading results. This research aims to provide long-term investors with a disciplined framework for capturing structural themes like digital infrastructure and energy transition.

For investors who want structured financial direction.

🥇 Wealth Advisory

Comprehensive

₹25,000 per year

Yearly

Minimum Portfolio: ₹10 lakh

What You Get:

  • Risk profiling
  • Comprehensive financial plan
  • Asset allocation strategy
  • Direct mutual fund selection (as per the risk profiling)
  • Direct Stock Advisory (as per the risk profiling)
  • Tax optimization
  • 2–3 review meetings
  • Rebalancing support
🥈 Elite Wealth Plan

Premium

₹50,000 per year

Yearly

Minimum Portfolio: ₹50 lakh+

What You Get:

  • Risk profiling
  • Retirement modelling
  • Comprehensive financial plan
  • Asset allocation strategy
  • Direct mutual fund selection (as per the risk profiling)
  • Direct Stock Advisory (as per the risk profiling)
  • Estate planning coordination
  • Tax strategy discussion
  • Debt restructuring advice
  • Rebalancing Support
  • Quarterly review
MODEL 1: Fixed Fee – Goal-Based Advisory

Simple & Scalable

₹12,000 per year

Yearly

Best For: Salaried professionals (₹8L–₹25L income)

What You Get:

  • Risk profiling
  • Goal calculation (retirement, child, house)
  • Asset allocation
  • Direct mutual fund/ stocks portfolio (as per the risk profiling)
  • 2 review calls/year
  • Rebalancing support
MODEL 2: Tiered Subscription

Basic • Standard • Premium

🥉 Basic — ₹3,999/yr
  • Model portfolio (3 risk categories)
  • Annual rebalance
  • Email support
Choose Basic
🥈 Standard — ₹7,999/yr
  • Personalized portfolio
  • Goal planning
  • 1 review call
  • Rebalancing
Choose Standard
🥇 Premium — ₹18,000/yr
  • Full financial plan
  • Retirement modelling
  • Tax planning
  • 2–3 review calls
  • Ongoing support
Choose Premium
MODEL 3: AUA-Based Model

Long-Term Wealth Builder

Best For: Clients with ₹1 crore+ portfolios

Minimum Portfolio: ₹1 crore

Total Wealth Management

1% of AUA

Subscribe now

Mutual Fund Direct only

0.25% of AUA

Subscribe now

Direct Stock Advisory only

1% of AUA

Subscribe now
MODEL 4: Niche Premium Online Planning

High Income, Low Clients

₹25,000 per year

Yearly

Pick One Niche:

IT professionals • Doctors • NRIs • Business owners

What You Get:

  • Full financial plan PDF (25 pages)
  • Retirement projection
  • Tax planning strategy
  • Insurance review
  • Asset allocation
  • 2–4 calls/year