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This Stock management platform allows you to classify your stock holdings into various categories based on the desired period of holding, risk exposure, market capitalisation and profit expectation. Once set, for each scrip you can assign various parameters such as Profit Booking, Stop Loss and Averaging. However the overall portfolio is balanced once in a quarter so as to realign your exposures across the various categories back to the initial proportion. This also automatically trims any increased risk exposure and brings consistency in your portfolio returns.
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Existing Stock Investors

 
Step 1
Upload portfolio of holding
Step 2
Assign strategy to each stock
Step 3
Customise each strategy separately as per your needs
Step 4
We manage your stock portfolio online on a daily basis and alert you on important decisions

New Stock Investors

 
Step 1
Unbiased view on most suitable stock basket basis time horizon, asset allocation, and risk/reward expectations
Step 2
Buy directly through your DMAT account
Step 3
Assign strategy to each stock separately
Step 4
Customise each strategy separately as per your needs
Step 5
We manage your stock portfolio online on a daily basis and alert you on important decisions
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