All your need to know about Investment baskets

Investment baskets are ready-made portfolios ready by experts (SEBI registered only) based on advanced research and having a

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All your need to know about Investment baskets

Investment baskets are ready-made portfolios ready by experts (SEBI registered only) based on advanced research and having a specific investment objective. Each investment basket is created in a well-diversified across using a combination of products across Stocks, ETFs, Bonds, REITs or using different types of Mutual funds (coming soon).

Ex: You can have an aggressive stock portfolio based on large-cap stocks in which 10 high-quality stocks across sectors could be selected, growth portfolio based on mutual funds across equity large cap, small cap and debt funds.

Investment baskets help you reduce the knowledge and effort it takes to research and figure out the best stocks or mutual funds. You can use investment baskets in combination with your existing portfolios and mutual fund SIPs or create your entire investing plan using investment baskets.

Benefits of Investment Baskets

  1. Created based on the specific investment objective
  2. Saves time and effort
  3. Well-researched and diversified
  4. Constant monitoring and portfolio updates for high returns
  5. Low management cost

Created based on the specific investment objective

Investment baskets support different asset classes like Equity, Debt, Gold, Global Equity, Real-Estate. SEBI-registered research or investment advisors create well-researched portfolios with a specific investment objective.

Here are some examples of portfolios:

  1. Portfolio consisting of 50% Equity (Large cap, Mid-cap, Small cap), 30% Debt, 20% Gold Mutual Funds
  2. Growth Stocks Portfolio consisting of 30% large cap stocks, 30% mid cap stocks and 40% small cap stocks.

Saves time and effort

Creating a good portfolio of stocks and mutual funds that performs well across time is a very cumbersome task and requires good knowledge. Using these investment baskets you can save time and effort it takes to figure out the right stocks or mutual funds.

Well-researched and diversified

Constant monitoring and portfolio updates for high returns

Low management cost

Author

Manish Reddy

Co-founder, Investo