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Investment Advisory Portfolios

Step Into the world of Smart Baskets

Investment Portfolios

Power Stocks Value Stocks

What are Investment Advisory Portfolios?

Investment Advisory Portfolios are research-backed advisory baskets that aim to deliver superior risk-adjusted returns absolutely, relatively & consistently. IAP investing provides investors an unique opportunity for active professional investment advisory required for long-term wealth-creation while allowing the flexibility to decide to take action on the advisory or not as well as direct ownership of stocks.

Key Benefits

Fundamentals of 1800+ NSE Stocks

Technical of 1800+ NSE Stocks

Historical Price Momentum of 1800+ NSE Stocks

Valuation of 1800+ NSE Stocks

24/7 Portfolio tracking

Sector Leaders

Stocks Screener

Nifty & Bank Nifty Trend (FII Data)

Know Fundamentals & Technical of all NSE F&O Stocks

Value Stocks Strategies

Watchlist

Key Features of IAP

Research-backed portfolios for long-term wealth growth.

Higher returns with effective risk management.

Positive and consistent performance compared to market benchmarks.

A structured approach to build wealth over time.

Expert guidance from professional financial advisors or managers.

Flexibility to make decisions based on their preferences.

Ownership in individual stocks to align interests with the underlying companies.

Why IAP?

Designed to retain the flexibility of direct ownership for Wealth Creation.

Provides the discipline, professional competency, and long term approach similar to that of a Mutual Fund/PMS.

Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy Research.

How to Invest in 4 Easy Steps

Step 1

Subscribe to plan

Step 2

Decide the investment amount

Step 3

Provide approval upon the recommendations

FAQ ?

Investment Advisory Portfolios are research backed advisory baskets that aim to deliver superior risk adjusted returns absolutely, relatively & consistently. IAPs are designed to provide discipline, Professional competency and long term approach similar to that of Mutual Funds & PMS while retaining the flexibility of direct ownership of stocks, for long-term wealth creation.

You can select the IAP Portfolio and go through the details of the Portfolio’s Investment Strategy, risk returns and make an informed decision to invest in the selected portfolio based on your risk and returns objectives. IAP Portfolios go through various research filter according to Investment philosophy and processes, so that you don’t need to worry about making individual investment decisions to achieve your investment goals.

Dividends in any of the underlying constituent stocks in the IAP Portfolio will be created directly to your bank account.

In order to invest in IAP, you need to have an active Trading & Demat account with Goodwill. Post that, you can follow the simple steps mentioned below to start investing -

  • Visit to Goodwill’s Website > from the menu "Market Store" select ‘Stocks Valley’ which re-directs you to the Stocks Valley page > login using your trading a/c login credentials > select the IAP Portfolio you want to invest in.

  • Finish your one time registration.

  • Transfer the investment amount to your trading ledger maintained with Goodwill.

  • Monitor your investments and Rebalance, Top up, or Exit (partially or fully ) as per your requirement.

The investor has to pay the advisory fees to the RIA (Registered Investment Advisor), for investing in Investment Advisory Portfolios. There are no other costs charged by the RIA.

In case you have any query regarding your advisory then you can send a mail to powerstocks@gwcindia.in

Currently, you can invest or approve rebalancing or top- up, withdraw partially, fully, only during market hours. However, the system allows the user to request even during off- market hours but the same is reflected in order sections as ‘pending orders’ the next trading day which you can execute during market hours.

  • Go to Goodwill’s website and log in with your trading a/c id and select ‘Portfolio’ from Menu.

  • Under ‘Portfolio' you will be able to see the summary of your investments

Under ‘Portfolio' you will be able to see the summary of your investments

The client will receive an email whenever a rebalance alert is generated by Research in their invested portfolio on their registered email Id with the RIA.

To Know More

powerstocks@gwcindia.in
Attention Investor
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Risk Disclosures
on Derivatives
  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Source:

SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.