💡What are Model Portfolios?

Why Model Portfolios : Many investors trust 5-star active funds to outperform the market, but these funds fail to deliver superior returns. At iNVESTT we designed Portfolios to beat the index returns by cleverly combining active and index funds as per your profile, which results in higher returns with lower costs using Golden Traingle Strategy.

Simply put, Model Portfolio is a list of the best Direct mutual funds recommended by our AI based on your risk profile.

Getting Started with Model Portfolios

1. Getting started in Model Portfolios has never been easier. You can subscribe to any portfolio you are interested in, such as the Moderately Conservative Portfolio.

2. After subscribing, iNVESTT's risk profile assessment will ask you several questions to recommend a suitable portfolio.

3. We recommend continuing with the iNVESTT-recommended portfolio, but you also have the option to stick with your original choice or re-evaluate your risk profile.

4. Once the portfolio is finalized, provide the SIP amount, investment tenure, and your age.

5. With this input, our AI, using the Golden Triangle Strategy, will recommend the best Direct mutual funds customized to your profile along with allocation.

6. After you start investing, iNVESTT will send you regular emails with market updates and fund analysis and review your portfolio for Buy/Hold/Sell decisions.

Experience the power of Direct Mutual Fund Advice, Tracking, and Analysis, all in one platform