Offering
Unique Portfolios
Model stock portfolios from a SEBI-registered investment adviser, held in your own demat account. Vedansh Wealth LLP distributes them and helps you get started.
- Regulated by
- SEBI, under the Investment Advisers Regulations
- Provided by
- A SEBI-registered investment adviser
- Our role
- Vedansh Wealth LLP, distributor of the portfolios
- Often considered by
- Investors who want a researched stock portfolio held in their own name, and are comfortable placing trades through their broker.
What’s included
- Portfolios across several risk levels, from large-cap to small and micro-cap focused
- A risk-profiling questionnaire and a portfolio recommendation from the adviser
- Orders placed through your own broker
- Help from us with registration, KYC and the advisory agreement
The five portfolios
Each portfolio has its own risk tier. The adviser recommends one based on your risk profile, and you can also split your investment across several.
| Portfolio | Risk tier | Invests in | Benchmark | Best suited for |
|---|---|---|---|---|
| Infinity Top Tier Equity | Low | Large cap | NIFTY100 | Long-term wealth, lower volatility |
| Infinity Emerging Midcap Leaders | Medium | Mid cap, with small cap up to 30% | MID150 | Investors seeking more maturity and lower volatility |
| Infinity Early Discovery | High | Any market cap | BSE500 | Dynamic investors |
| Infinity Ultra-High Risk High Reward | Very high | Led by small and micro cap, with mid cap up to 50% and large cap up to 20% | BSE500 | Investors comfortable with extreme volatility |
| Infinity Top Smallcap Opportunities | Very high | Small and micro cap | SML250 | Investors comfortable with extreme volatility |
Portfolio details are as described by the adviser and may change. Risk tiers compare the portfolios with each other: all five invest in equities and carry market risk, including the possible loss of capital.
How it works with us
- Step 1
Register and profile
Answer the adviser’s questions on risk appetite, time horizon and goals. It recommends a portfolio to match.
- Step 2
KYC and agreement
Complete KYC, verify your bank details and e-sign the advisory agreement with the adviser.
- Step 3
Pay and invest
Pay the advisory fee to the adviser, then place the portfolio’s orders through your broker.
- Step 4
Follow updates
The adviser sends buy and sell updates. You decide whether to act and place the orders yourself.
Things to understand first
General points only. Read the offer documents for the specific product before you invest.
- Investment advice comes from the SEBI-registered investment adviser, not from EquityBox or Vedansh Wealth LLP.
- Equity portfolios carry market risk, including the possible loss of capital. Portfolios focused on small and micro-cap stocks can be very volatile.
- An advisory fee plus GST is payable to the adviser, in addition to brokerage and other charges from your broker. Check the current fees and minimum investment before you sign up.
- Registration granted by SEBI does not guarantee the adviser’s performance or assure returns to investors.
Common questions
Who holds my money and shares?
You do. Shares are bought through your own broker into your own demat account. The adviser does not handle your funds.
Who gives the investment advice?
A SEBI-registered investment adviser. EquityBox and Vedansh Wealth LLP do not give investment advice; we help you get started and with service questions.
Can I use my existing broker?
Many brokers are supported for placing the portfolio’s orders. If yours is not, you can place the orders manually.
Regulatory information
Unique Portfolios and the related investment advice are provided by a SEBI-registered investment adviser. Vedansh Wealth LLP distributes these portfolios and does not provide investment advice. This activity is separate from, and not connected with, Motilal Oswal Financial Services Limited (MOFSL). Registration granted by SEBI does not guarantee the performance of the adviser or assure returns to investors.
Talk to us about unique portfolios
An introductory call, with no obligation to invest.