SEBI Registered Investment Advisor

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Expert-curated, AI & data-driven quant strategies. No guesswork, no biases — just smarter, scientific investing.

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Fixed fee · No hidden charges · 18+ brokers

Our Flagship Native SMART Portfolios

Each Portfolio consists of ETFs (Exchange Traded Funds) and follows a unique strategy — based on your Risk Profiling, we will recommend the product which best suits your profile & risk appetite.

Note: The ring chart represents the maximum equity allocation for each portfolio. Unfilled segments indicate non-equity allocation.

SMART Catalyst

Equity

Asset Class: Indian Equities with occasional to Liquid Fund & Gold

Strategy Type: Aggressive Equity Exposure: Up to 100% across Small, Mid & Largecap

SMART Omni Surge

Equity

Asset Class: Indian Equities, Debt, Gold/Silver

Strategy Type: Balanced Equity Exposure: Up to 80% across Small, Mid & Largecap

SMART Omni Shield

Equity

Asset Class: Indian Equities, Debt, Gold/Silver

Strategy Type: Conservative Equity Exposure: Up to 60% across only Mid & Largecap

SMART Omni Yield

Equity

Asset Class: Debt/ Fixed Income

Strategy Type: Capital Protection Equity Exposure: Nil

Transparent & Reasonable Pricing

Our fees are charged as a percentage of your average portfolio value and billed monthly.

Average Portfolio ValueAnnual Fee (Billed Monthly)
Up to ₹25 Lakhs0.60% p.a.
Above ₹25 Lakhs0.50% p.a.

Subject to a minimum billing of ₹500 per month.

  • No back-handed commissions from anyone (like Distributors, Bankers, etc. receive from AMCs/ Brokers)
  • No Upfront fees. No hidden charges. No share in profit.
  • How it Works?

    If your average portfolio value for May 2026 is ₹30,00,000, your fee is calculated as: (₹30,00,000 × 0.5%) ÷ 12 = ₹1,250 p.m.

  • How it's Billed?

    Billed on a post-paid basis and auto-debited via the SMART Auto-Pay mandate you register during onboarding.

  • What is my total cost including ETF expenses?

    Weighted Average Expense Ratio of your Portfolio ETFs is 0.2 – 0.3% p.a. — this is part of NAV, not charged to you separately. So including our advisory fees at 0.5 – 0.6% p.a., total cost to you would be roughly 0.7 – 0.9% p.a.

What Are SMART portfolios?

Check SMART Portfolio Returns