Model Portfolio Research
Curated reference portfolio suggestions tailored for different investor risk profiles.
Comprehensive Research Scope
Our model portfolio research offers curated, research-backed portfolio suggestions designed for different investor profiles. These are reference portfolios based on our fundamental research — not discretionary portfolio management.
What is Included in This Service:
- Research-driven model portfolios for different risk profiles
- Systematic stock selection based on documented methodology
- Sector and market-cap diversification guidelines
- Regular rebalancing communications with clear rationale
- Transparent disclosure of methodology and selection criteria
- Suitable for long-term, disciplined investors
Target Subscriber Profile
Investors looking for a structured, research-backed reference portfolio to build and manage their own equity wealth.
Independent Allocation
Quarterly Rebalancing Alerts
Choose Your Subscription Plan
Flexible billing options available on a Monthly, Quarterly, or Yearly basis.
Essentials
per month
- Core research reports & insights
- Fundamental analysis & thesis notes
- Pre-defined risk parameter disclosures
- Email research delivery
Professional
per month
- All Essentials features included
- High-conviction priority research
- Real-time market hour alert notifications
- Quarterly earnings review briefings
- Priority email & desk support
Premium
per month
- Full research access across all categories
- Direct access to senior research analyst
- Detailed DCF financial valuation sheets
- Quarterly portfolio check & commentary
Essentials
per quarter
- Core research reports & insights
- Fundamental analysis & thesis notes
- Pre-defined risk parameter disclosures
- Email research delivery
Professional
per quarter
- All Essentials features included
- High-conviction priority research
- Real-time market hour alert notifications
- Quarterly earnings review briefings
- Priority email & desk support
Premium
per quarter
- Full research access across all categories
- Direct access to senior research analyst
- Detailed DCF financial valuation sheets
- Quarterly portfolio check & commentary
Essentials
per year • 20% Off
- Core research reports & insights
- Fundamental analysis & thesis notes
- Pre-defined risk parameter disclosures
- Email research delivery
Professional
per year • 20% Off
- All Essentials features included
- High-conviction priority research
- Real-time market hour alert notifications
- Quarterly earnings review briefings
- Priority email & desk support
Premium
per year • 20% Off
- Full research access across all categories
- Direct access to senior research analyst
- Detailed DCF financial valuation sheets
- Quarterly portfolio check & commentary
* All subscription fees are exclusive of applicable GST (18%). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Please read our Refund Policy and Risk Disclaimer before subscribing.
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Explore ServiceReady for Disciplined, Research-Driven Investing?
Contact our advisory desk to discuss your requirements or request a sample research report.