Look no further than our new model portfolios.
Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, Actively managed Equity Funds, Index Funds/ETFs and Debt Funds. Portfolios are created separately for different risk profiles - Conservative, Moderate & Aggressive.
Selected and managed with input from the team who brought you mfyadnya.in and stock-o-meter, whose research and information has made them a popular choice with investors. Full details of our methodology, including how the model portfolios are constructed and managed, can be found here.
Model Portfolios are ready-made portfolios created by our Research team. These portfolios are created based on our Fundamental Analysis based research of Stocks & Mutual Funds with the Long Term investing view. We share complete research of each Stock and Mutual Fund suggested in the portfolios. We also give complete entry and exit reasons for each stock and mutual Funds in the specific model portfolio. These portfolios are regularly monitored by our research team and changes are done along with complete analysis and transparent view.
Past performance of the portfolio along with the benchmark is given in respective Methodology Document
Complete details about the portfolios are given in their respective Methodology Documents. It will help you identify the right one for you. We do not give any personalized advice as part of this subscription.
All the portfolios are rebalanced regularly (quarterly/bi-annually) and detailed review is done by our research team. Next review dates are mentioned in Methodology documents. Portfolios are regularly monitored and changes are done even between rebalancing dates based on any major news or event.
Yes, you can comment on the articles OR you can also chat with our support team through 'Talk to us' option in our Android & iOS app. We also conduct regular Live Sessions with our management team.
Yes, we provide the Exit points of the stocks from our Portfolios along with the reason of Exit and change. Email & App notifications are sent for every change.
No, you will get access to research of Model portfolio Stocks only.
Yes, we do have Mobile App on Android & IOS which can give you easy access and Mobile Notifications
Being a Research product wherein you get access to all the stock videos and Mutual Fund research associated with Model Portfolios, we don’t have any Refund policy currently.
One of the most important things to consider while building your model portfolio investment is your personal risk tolerance. Other than that, some other things to keep in mind while building a portfolio are deciding how much assistance you need. Always choose your investment based on your risk tolerance, decide on an account that works towards your goals, and last but not the least- determine the best asset allocation for yourself. Learn how to build an investment portfolio for beginners with MF Yadnya!
Building an investment portfolio is very important during your investment phase because it allows you to keep track of the highs and lows and maintain a balance. The best way to build a strong investment portfolio in India is to follow these simple steps in portfolio construction: Decide on how much help you want, Choose your investment based on your risk tolerance, Decide on an account that works towards your goals, and Determine the best asset allocation for you.
If you are an investor who prefers to carry out hands-off kind of investment plans that are guided by professionals, in that case, a managed portfolio or investment portfolio management is the ideal choice for you. Typically, you select a portfolio that is specifically designed for your risk tolerance level. Still, you don’t have to spend your quality time researching and choosing individual investments or rebalancing your assets when hiring a professional. Enjoy effective financial portfolio management with Invest Yadnya.
For DIY investors, investment portfolio analysis is a very crucial task that should not be ignored at any cost. This critical process of portfolio analysis can be easily carried out by following six necessary steps. First of all, Upload your Portfolio on the Investment tracking tool by Investyadnya, then carefully evaluate your stocks and bond allocation. The next step is to assess the stock allocation and evaluate your bond allocations Specific funds, and lastly, determine advisor fees. Carry out portfolio analysis in investment management with Invest Yadnya!
The investment portfolio collects your assets and investments like stocks, bonds, mutual funds, and exchange-traded funds, which is an essential element while investing. Contrary to popular belief, a managed portfolio is a useful tool worth investing in. Especially if you are the hands-off kind of investor who carries out investment plans guided by professionals, then investment portfolio management is a must for you. This is because you select a portfolio designed for your risk tolerance level that the professional can analyse and offer you investment plans according to it.
Past performance of the underlying constituents is not a guarantee of future performance. Equity based investments are subject to Stock market risks and hence can go both up & down based on how the markets behave.
The information we provide in respect of the Model Portfolios are just a reference model and not a financial advice. Purpose of Model Portfolios is to give you reference model on how a good diversified portfolio can be created and what things & analysis go into creating a detailed portfolio. Please note that none of the models we provide are a "personal recommendation", which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore, you should ensure that any investment decisions you make are suitable for your personal circumstances. If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.
We are firm believer that financial advise and portfolio creation can be only done in personalized manner. If you want our help to create a personalized portfolio, you can check this link.
All Portfolios are created by SEBI Registered RIAs. Any changes to the Model Portfolio constituents and the rationale behind those decisions will be communicated through the monthly blogs
Mutual Funds are subject to market risk, please read the offer document before investing.