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Intelligent Advisory Portfolios are pre-packaged equity portfolios which come with the advantages of round-the-clock portfolio monitoring, flexible investment modes, personalized insights, and more.
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Aggressive
Conservative
Moderate
FAQ's
There are 2 ways to invest: MO Investor APP and MO Investor Web
1. Select the desired portfolio
2. Select mode of investment (Lump sum/SIP)
3. Select Upfront Subscription Model
4. Fill the risk profiler
5. Accept Terms & Conditions
6. Enter Investment amount & Proceed
7. Portfolio will be generated in few minutes
8. Accept the orders generated for the portfolio
2. Select mode of investment (Lump sum/SIP)
3. Select Upfront Subscription Model
4. Fill the risk profiler
5. Accept Terms & Conditions
6. Enter Investment amount & Proceed
7. Portfolio will be generated in few minutes
8. Accept the orders generated for the portfolio
You will have a choice whether to accept orders or not. However, it is applicable for entire order that is generated. You cannot reject specific stocks.
It does not matter as long as the stock has the advice, you will continue receiving the orders till you approve them. However, rest assured that any given day, you will have the best recommendation.
The SIP model does not have any end date. Investments will be done on the SIP date only if investment amount is available in ledger. The ledger balance should have SIP amount + Cash remaining in portfolio i.e. If SIP amount is 10,000 and cash remaining in portfolio is 1,000, Ledger balance should be 11,000.
In case you miss a SIP date, investment for that month will not be processed. The system will check for ledger balance next month. However, if the customer is willing, we can accommodate the instalment on next SIP date.
You can stop SIP anytime.
It depends on the investment amount.
Yes, you can invest in both Lump Sum & SIP
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