Intelligent Advisory Portfolios (IAP) offer a hassle-free way to invest in equity markets without extensive research. Curated and monitored by Registered Investment Advisors (RIAS), these diverse, pre packaged portfolios are ideal for both active and passive investors, adhering to strict rules to manage risk and returns
PMS
Portfolio Management Services
PMS Portfolio Management Services (PMS) is a tailored investment service provided by licensed and experienced fund managers, to manage the portfolios of clients on their behalf. Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds, and other securities. These services are designed for High-Net-Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of Rs 50 lakhs. PMS offers the investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.
Intelligent Advisory Portfolios
Intelligently curated innovative investment solutions
- (No of) expert curated intelligent portfolios
- Dynamic & Static
- Power of Discretion
- Flexible Investment (Lumpsum & SIP)
"Intelligent Advisory Portfolios (IAPs) are pre-designed innovative investment solutions, curated to simplify equity market investing for those who don’t have time to stop and invest. IAPs are a diverse range of pre-packaged equity portfolios curated by Registered Investment Advisors (RIAs), ideal for both active and passive investors. These portfolios are curated & monitored by the RIAs and follow strict rules & parameters to manage the risk-return ratio of your investment."
How do IAP work?
IAPs offer a range of pre-packaged equity portfolios, advised by Registered Investment Advisors (RIAs). These portfolios are carefully curated and monitored, adhering to strict risk-return parameters. The pre-packed portfolios offer investors options like ROBO Managed Investment Products and process-driven portfolios with expert advisor overlays. Investors can choose between Dynamic or Static Portfolios, aligning investments with personal preferences and risk tolerance. Whether opting for Lumpsum or SIP investments, IAPs accommodate various financial goals. The real-time portfolio tracking feature ensures continuous oversight and peace of mind.
Top Performing IAPs
FAQ’s
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What is an Intelligent Advisory Portfolios?
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Is IAP a good investment?
Yes. IAP is considered a good investment because it offers expertly curated, pre-packaged portfolios, easing investment-related stress. Additionally, IAP allows investors to invest in thematic portfolios that effectively manage risk and provide consistent returns over time.
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What is the IAP product in Motilal Oswal?
IAPs are expertly curated, pre-packaged investment portfolios that enable investors to access equity markets without the need for extensive research or worrying about risk management. Registered Investment Advisors (RIAS) handle these aspects, monitoring the portfolios on behalf of investors.
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What is the benefit of Intelligent Advisory Portfolios (IAP)?
Below stated are some of the benefits of investing in IAP
- Range of options from ROBO-managed to advisor-driven investment portfolios
- Choose between Dynamic or Static portfolios
- Discretionary control over recommendations
- Online investments
- Flexible investment modes: Lump Sum or SIP
- 24/7 portfolio tracking
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How to apply for Intelligent Advisory Portfolios?
To start investing in IAP, an investor is required to open a DEMAT Account with Motilal Oswal, login to the app with provided credentials and choose Intelligent Advisory Portfolio from the investment menu