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Model Portfolios Invest Smarter, Not Harder

At the School of Stock Market, our SEBI-registered Research Analysts offer expertly designed Model Portfolios that cater to diverse investment goals and risk profiles. Each portfolio is backed by in-depth research, disciplined processes, and a focus on wealth creation.

Research By : Abijit Patil (SEBI Registered Research Analyst)

SEBI Reg No: INH000021304 • BSE Enlistment No: 6585

What Are Model Portfolios?

Model Portfolios are pre-defined sets of stocks or mutual funds, created by a SEBI-registered Research Analyst based on specific investment goals and risk levels.

Growth Portfolio

High Risk
3-5 Years

Designed for investors seeking aggressive growth with higher risk tolerance and longer investment horizon.

Defensive Portfolio

Low to Moderate Risk
1-3 Years

Focused on capital preservation with steady returns, ideal for conservative investors with shorter time horizons.

Thematic Portfolio

Moderate to High Risk
1-2 Years

Built around emerging trends and themes, targeting opportunities in specific sectors or market segments.

Key Features

Goal-Based Structure

Portfolios designed to align with your specific financial goals and investment objectives.

Quarterly Rebalancing

Regular portfolio adjustments every quarter to maintain optimal asset allocation and risk levels.

PDF Reports & Allocations

Comprehensive PDF reports with detailed portfolio allocations and performance insights.

Update Alerts

Stay informed with timely alerts on portfolio updates, rebalancing, and market changes.

Mapped to Risk Profiles

Each portfolio is carefully mapped to match your risk tolerance and investment profile.

No Personal Advice

Model portfolios are research-based recommendations, not personalized investment advice.

Disclaimer

This is not a personalized investment recommendation. All portfolios are created under SEBI Research Analyst guidelines for educational and informational purposes.

Explore Our Portfolio Strategies

Growth Portfolio

Objective:

Maximize long-term capital growth.

Composition:

Mid & Small Cap Leaders in high-growth sectors.

Example Holdings:

Tata Elxsi, Bajaj Finance, LTIMindtree, Mirae Asset Emerging Bluechip Fund.

Ideal For:

High risk appetite, 3-5 year horizon.

Defensive Portfolio

Objective:

Preserve capital with steady growth.

Composition:

Large Cap stocks (FMCG, Pharma, Utilities) and Hybrid Mutual Funds.

Example Holdings:

HUL, ITC, Sun Pharma, ICICI Balanced Advantage Fund.

Ideal For:

Retirees, conservative investors, 1-3 year outlook.

Thematic Portfolio

Objective:

Capture macro trends with concentrated bets.

Themes:

Make in India, Green Energy, Defence, Digital Tech.

Example Holdings:

KPIT Tech, Tata Power, Cochin Shipyard, Quant ESG Fund.

Ideal For:

High conviction investors, 1-2 year horizon.