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Introducing Equity-SIP

Now, you can have your own personal fund manager at a fraction of the cost! Investmentz.com has a range of baskets in which you can invest. Each basket comprises stocks of up to 12 different companies covering different sectors, which you can buy together every month. Baskets have been made keeping all risk profiles in mind, ranging from 'Very Aggressive' (mid-caps) to 'Very Defensive' (PSUs).

Information about transactions and basket performance is available at your fingertips. The best aspect is that there is no additional charge for investing in a basket. There are no entry loads, no management fees, and no exit loads either. Only brokerage needs to be paid while purchasing the basket.

Thousands of baskets have already been bought by our customers, with stellar returns.

So what are you waiting for? Subscribe for a basket today!

Why Equity?

Start bull run
Start of a bull run: All indicators point to the start of a bull run. Get in today to maximize returns!

Start bull run
Moderate P/Es: Current Price/Equity levels show plenty of room for stocks to appreciate. Capture the returns before it is too late.

Start bull run
Long-term performance: Research shows equities to be the best-performing asset class for the long term. Returns consistently beat those of gold, real estate, and fixed deposits.

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Beat inflation: Equities are a great way to beat inflation and increase the purchasing power of your hard-earned money.

Our Baskets:

List of baskets

Aggressive Portfolio Aggressive basket: Meant for those with high risk-taking capacity. Stocks in this basket are of front-line companies who make up major indices.
Midcap Portfolio Mid-cap basket (Very Aggressive): Meant for those with maximum risk-taking capacity. Stocks in this basket show high potential for upside as well as downside.
Moderate PortfolioModerate basket: Meant for those with moderate risk-taking capacity. Stocks in this basket are of companies which have moderate upside as well as downside.
Defence PortfolioDefensive basket: Meant for those with low risk-taking capacity. Stocks in this basket are of companies from defensive sectors and show limited upside as well as downside.

Features

Based on risk profiles
Based on risk profiles:
We have four baskets, with risk profiles ranging from 'Very Aggressive' to 'Very Defensive', to suit investors of all types.
Low ticket size
Low ticket size:
Our baskets start at Rs. 10,000 per month, making them affordable to most investors.
Professionally managed
Professionally managed:
Our in-house research team watches all baskets closely and ensures that you only invest in great stocks. We even inform you when we remove or add stocks to the baskets.
Low
Low cost:
We don't charge any entry loads or management fees. You only pay brokerage at your usual rate when you buy a basket.
High quality stocks
High quality stocks:
We only select stocks of high quality companies with good corporate governance.
Diversification
Diversification:
All stocks in a particular basket belong to different sectors, ensuring diversification benefits. All stocks in a particular basket belong to
Automated purchase
Automated purchase:
Once you subscribe, baskets are automatically purchased at every date you select, until the subscription ends.
24x7 performance reporting
24x7 performance reporting:
Log-in any time to check your transaction history and performance reports.
Flexible purchase dates
Flexible purchase dates:
Mutual funds give you limited options in selecting purchase data. With our baskets, you can select any combination of dates.

How it works:

Past Performance:

Aggressive PortfolioAggressive

Moderate PortfolioModerate

Defence PortfolioDefensive

Midcap PortfolioMid-cap

X
  Basket Benchmark
Aggressive Nifty 100
Returns (%) 32.63 12.30
* Note : Returns are calculated since inception

X
  Basket Benchmark
Moderate Nifty 200
Returns (%) 36.22 13.40
* Note : Returns are calculated since inception
X
  Basket Benchmark
Defensive Nifty 200
Returns (%) 35.08 13.40
* Note : Returns are calculated since inception
X
  Basket Benchmark
Midcap Portfolio Nifty Midcap Index
Returns (%) 28.62 14.90

FAQs

1. Can I buy a basket just once?
Ans.: We believe that the best returns to a portfolio come through disciplined, regular buying for the long term. You may buy a basket just once by manually purchasing the same stocks, but the returns you earn may not match our performance reports.
2. How often do I have to buy a basket?
Ans.: A basket has to be bought at least once a month, on a date of your choice. There is no upper limit to the number of baskets you sign up for.
3. Can I buy the basket on different dates every month?
Ans.: Since buying is automated, we can only buy baskets on the dates that you mention while subscribing.
4. I want to subscribe for multiple baskets, e.g. aggressive and defensive. How do I do that?
Ans.: You have to subscribe for each type of basket individually.
5. What if my selected purchase date falls on a weekend, holiday, or non-trading day?
Ans.: In such a situation, the basket will be bought on the next date that the markets are open.
6. What if my ledger does not have sufficient funds to purchase a basket?
Ans.: In such a situation, the basket will not be purchased. We will send you a reminder email and SMS, two days before the scheduled purchase so that you remember to transfer funds.
7. Is there any penalty for missing a purchase due to any reason?
Ans.: No, there is no such penalty.
8. How will I know in advance, exactly how much the basket will cost on the purchase date?
Ans.: We would tell you if we knew. To be safe, you can ensure that an amount equal to the previous day's closing price + 5% is made available so that the basket purchase is successful.
9. Can you withdraw funds automatically from my bank account, like a mutual fund does?
Ans.: To do that, you will have to complete an ACH Mandate form, which, due to regulatory reasons must be signed in physical form. Please email us at equitysip@acm.co.in or contact your local office for more information.
10. What is the minimum subscription tenure?
Ans.: Although there is no minimum tenure, we recommend that you sign up for at least 24 months to benefit from long term appreciation.
11. Which basket should I purchase?
Ans.: You know your risk-taking capacity the best. If you still need help deciding, there is a risk profile tool available on the home page of our website www.investmentz.com
12. Do I need to log in on every purchase date?
Ans.: Once you subscribe, you need not log in. Purchases will be made automatically until the subscription ends, subject to sufficient funds being available in your ledger account.
13. How do I subscribe?
Ans.: Just click on the 'Get Started' button at the top right hand corner of this page. You will be asked for your Client Code and PAN Number. Once you enter that, an OTP number will be sent to your registered mobile number. Upon entering the correct OTP, you will be redirected to the subscription page.
14. Do I have to be your customer to subscribe?
Ans.: Yes, you must have an equity and demat account with Asit C. Mehta Investment Interrmediates Ltd. or with any of our branches or business associates. Alternatively, you can be a Bank of India or Syndicate Bank customer with a demat account in the bank and an online trading account with Asit C. Mehta Investment Interrmediates Ltd.
15. I signed up for one type of basket but now I want to start purchasing a different basket. How do I do that?
Ans.: You have to cancel the existing subscription and start a new subscription in the basket that you want.
16. The markets are down today and I want to purchase an additional basket on the spot. How do I do that?
Ans.: You would have to do that manually.
17. How do I sell the baskets or a particular stock?
Ans.: You will have to sell your baskets or particular stocks manually.
18. Where can I track the performance of the baskets I have purchased?
Ans.: You can track your individual basket performance under the 'Equity SIP' tab in the 'Client Account' section of the Investmentz.com back office.
19. How do I cancel a subscription?
Ans.: You can cancel a subscription under the 'Equity SIP' tab in the 'Client Account' section of the Investmentz.com back office.
20. I still have more questions. Whom can I contact?
Ans.: Please email us at equitysip@acm.co.in or contact your local office for more information.
*Disclaimer: Investment in equities are subject to market risks. Past performance is not an indicator of future results.