Investment Advisory Services
At the School of Stock Market, we provide SEBI-registered Investment Advisory services for both Equity and Mutual Funds. Our advisory approach is backed by rigorous fundamental research, market insights, and data-driven investment frameworks to help you build strong, well-structured portfolios.
SEBI registered Investment Advisor registration no. INA 000003809
Equity Investment Advisory Services
Why Choose Our Equity Advisory?
SEBI-Registered Analysts
All our research and recommendations are provided by SEBI-registered Research Analysts, ensuring compliance and credibility.
Data-Driven Research
Our recommendations are backed by comprehensive fundamental analysis, technical indicators, and market data.
Timely Updates
Stay ahead with real-time market updates, earnings announcements, and timely investment alerts.
Expert Team
Benefit from the expertise of CFA-qualified professionals and experienced market analysts with years of industry experience.
Investment Strategies
Choose the perfect strategy that aligns with your investment goals and risk appetite
All-Rounder Strategy
Stable/Defensive Approach
Beginners, salaried individuals
₹2 lakh to ₹1 crore
8–12 large and mid-cap stocks
Monthly
2.5% + GST on execution
- Passive capital preservation with equity growth
- Transparent fee structure
- No lock-in (3-year recommendation)
ASCEND Strategy
Balanced Approach
Professionals, business owners
₹25 lakh and above
30–40 Large and Mid-Cap stocks
Fortnightly
15 years backtesting
2.5% + GST on execution
- Structured diversification with active oversight
- AI-supported asset rotation
All Rounder Pro
Aggressive/High-Growth Strategy
Experienced investors
₹5 lakh and above
15–20 Large, Mid, Small Cap
Weekly (~every 10 days)
5-year backtesting
2.5% + GST on execution
- Targets alpha via dynamic concentrated bets
- Ideal for volatility-tolerant investors
What We Offer
Comprehensive equity advisory services designed to help you make informed investment decisions
Personalized Portfolio Analysis
Comprehensive analysis of your existing equity portfolio with insights on diversification, risk exposure, and performance optimization.
- Portfolio health check
- Diversification review
- Rebalancing suggestions
Personal Investment Advisory
Tailored Investment advice based on your risk profile and investment goals, and suitability assessment
- Personalized investment advice
- Suitability assessment
- Risk profiling and asset allocation
Financial Planning
Holistic financial planning and wealth management services to help you achieve your financial goals and secure your future.
- Emergency fund Planning
- Insurance adequacy goals
- Retirement Planning
Goal-Based Advisory
Goal-based advisory services to help you achieve your financial goals and secure your future.
- Home loan & Car loan
- Children's education & Marriage
- Wealth creation
NRI Investment Advisory
NRI Investment Advisory services to help you achieve your financial goals and secure your future.
- NRE/NRO investment planning
- Tax-efficient investment strategies
- India asset allocation
Market Research & Insights
Access comprehensive market research and actionable insights to stay informed about market trends and opportunities.
- Regular market updates and analysis
- Sector and industry research reports
- Investment opportunity identification
Investment Strategy for Mutual Funds
A Direct Mutual Fund Strategy for Intelligent Investing
Equity-like Returns
Investment Strategy for Mutual Funds aims to deliver returns comparable to those of equities, maximizing your investment potential.
Debt-like Stability
It provides stability akin to debt instruments, ensuring your capital protection during market volatility.
AI-like Precision
Investment Strategy for Mutual Funds leverages the power of artificial intelligence to deliver exceptional performance with data-driven decisions.
What is Investment Strategy for Mutual Funds?
Our Investment Strategy for Mutual Funds is a specialized Direct Mutual Fund investment approach built on more than 15 years of back-tested market data.
The strategy focuses on disciplined, data-based decision making to help you invest with confidence and consistency. It studies market trends, tracks volatility, and identifies favorable phases within different mutual fund categories.
15+ Years of Back-tested Data
Data-Driven Decision Making
Optimal Timing for Fund Switches
Smart Investment Strategy
AI-powered algorithms continuously monitor market conditions to make optimal investment decisions.
What Does Investment Strategy for Mutual Funds Deliver?
Compare traditional mutual fund performance with Investment Strategy for Mutual Funds across different market conditions
15% CAGR (approx.)
Up to 23.5% CAGR
Low or no returns
9.8% to 11.5% CAGR
Negative Returns
Capital Protected + 9–10% CAGR
Why Investment Strategy for Mutual Funds is Superior
Investment Strategy for Mutual Funds stands out for its direct mutual fund approach, eliminating commissions and intermediaries.
Additionally, we adhere to SEBI-registered guidance, ensuring compliance and ethical practices.
No Commissions or Hidden Fees
Direct mutual fund approach eliminates all commissions and hidden charges, ensuring maximum returns for investors.
SEBI-Registered Investment Advisor
All our advisory services are provided by SEBI-registered Investment Advisors, ensuring regulatory compliance and credibility.
Complete Transparency & Compliance
Full transparency in all operations with complete compliance to SEBI regulations and ethical investment practices.
Mutual Funds Performance Since 2018
Proven track record with exceptional performance metrics
Investment Conditions
Minimum Investment Requirement
Advisory Fees (SEBI-IA Compliant)
We uphold transparent, value-based compensation, eliminating commissions and hidden charges. As per SEBI guidelines:
Advisory Fee: 1% to 1.5% per annum on AUM
Charged upfront annually, based on investment amount
This ensures:
- No conflict of interest (we do not earn commissions)
- Alignment with your returns
- Ethical investor-advisor relationship
Benefits of the Fee
- Personalised onboarding and risk profiling
- Access to AI-powered strategies (All Smart / Investment Strategy for Mutual Funds)
- Direct mutual fund investment guidance
- Periodic reviews and insights
- Goal-matching and disciplined execution
SEBI registered Investment Advisor registration no. INA 000003809
Ready to Start Your Investment Journey?
Get expert investment advisory services for Equity and Mutual Funds. Make informed investment decisions and connect with our team of SEBI-registered Investment Advisors today.
All-Rounder Strategy
Register for Investment Platform
About All-Rounder Strategy
- • Investment Range: ₹2 lakh to ₹1 crore
- • Portfolio: 8–12 large and mid-cap stocks
- • Rebalancing: Monthly
- • Fee: 2.5% + GST on execution
ASCEND Strategy
Register for Investment Platform
About ASCEND Strategy
- • Investment Range: ₹25 lakh and above
- • Portfolio: 30–40 Large and Mid-Cap stocks
- • Rebalancing: Fortnightly
- • Fee: 2.5% + GST on execution
All Rounder Pro
Register for Investment Platform
About All Rounder Pro Strategy
- • Investment Range: ₹5 lakh and above
- • Portfolio: 15–20 Large, Mid, Small Cap
- • Rebalancing: Weekly (~every 10 days)
- • AI-Based: 5-year backtesting
- • Fee: 2.5% + GST on execution