Intelligent Advisory Portfolios (IAP) are SEBI-regulated Research Analyst (RA) backed model portfolios that give you the benefit of professional stock picking with the control of direct equity ownership. Unlike mutual funds where you buy units, in IAP you directly own the underlying stocks in your own Demat account. Motilal Oswal's research team constructs and manages these model portfolios based on fundamental and quantitative analysis. The system auto-suggests rebalancing whenever the model portfolio changes, and you can execute with one click.
Choose from themes like Large Cap Quality, Midcap Growth, Dividend Yield, Momentum, or Sector-specific portfolios based on your objective.
Invest the minimum amount (typically ₹25,000-₹1 lakh). The system automatically allocates across the recommended stocks in the right proportions.
When the research team changes the model portfolio, you receive an instant notification with details of stocks to buy/sell for rebalancing.
Execute rebalancing trades with a single click. No need to manually place individual orders — the system handles it automatically.
Compare your portfolio performance against the benchmark index and the model portfolio. Full transparency with detailed analytics.
Indexis Financial Services offers Intelligent Advisory Portfolios as a bridge between expensive PMS (min ₹50 lakh) and passive mutual fund investing. With IAP, you get stock-level transparency, direct ownership, and research-backed management at a fraction of PMS cost. Our advisors help you select the right IAP strategy based on your financial goals and time horizon, and provide ongoing support for all rebalancing decisions.
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