Human Intelligence | Quantitative Algorithms | Automated Tools
Value package$ for investors starting their mutual fund journey (upto portfolio value of 5 lakhs).
Free advisory for minor accounts (no limit on portfolio value)
Free advisory for household helps (upto portfolio value of 5 lakhs)
Enquire about our group advisory package
Fixed Fee# + Rs. 250/Lakh* + Tax
# Rs. 780/- for portfolio value <= 5 lakhs
# Rs. 1800/- for portfolio value > 5 lakhs
* Max upto Rs. 50,000/-
$ Value Package Rs. 780/- + 1000/-
Bharosa ALPHA ADVISORY Advantage
* The Bharosa Alpha Advisory Advantage number is calculated by looking at the difference between the performance of the Bharosa advised portfolio over the actual investors portfolios that were created before they started investing through Bharosa. We arrived at a number after carefully analysing the performance of 1000 + Portfolios amounting to a total of 477.9 Crs of AUA from a period of 29th May 2016 to 29th May 2017.
GOOD ADVICE for your hard earned money
We work for YOU
Bharosa is a SEBI Registered Investment Advisor (RIA) and does not accept commissions from an AMC on your investments. We only advise on “DIRECT” Plans. To find out more about direct plans and their advantages, try out this calculator.
We work for you and your money. Our recommendations are designed to help you meet your goals, not a distributor’s sales targets.
Backed by cutting edge algorithms, innovative financial planning tools, research and advisory experience of many years having managed investment portfolios of over 3,000 crores.
The new age of investing is here.
How does it WORK?
What happens to YOUR money?
Move ahead from outdated wealth management fees that take a percentage of everything you invest throughout your life.
Rajat : Plans to retire at 45, builds products used by millions, wants to send his 2 daughters to Harvard, loves cars & rally races, plays the guitar & enjoys fine wine.
We only invest in the direct plans of Mutual Funds. We charge you an upfront fee and do not accept commissions from AMCs. Hence, our recommendations and advisory cater to your interest, not the AMC’s.
We identify the best funds for you, using AI & proprietary algorithms.
Mr Gupta : Age 35, Annual Income: Rs 30,00,000, works in IT, high risk taking ability, 3 dependents, 1 car loan, AMEX card holder.
The services are claimed to be “free” & you are made to invest in Regular Plans, which have very high expenses and hence your NAV is lower. Your advisor is paid up to
Equity Funds: upto 1.5%
Income Funds: upto 1.0%
Ultra Short Term Funds: upto 0.25%
ELSS: upto 3.5%
from YOUR investment value every year by the AMCs.
They identify the best funds for their sales quotas, using flattery & high expenses.
You are much more than the numbers.
We understand you and your money.
Made for you, the smart investor
Market Linked Investing
Upload Your Portfolio+Click+It's DoneGet your portfolio overhauled into a high performance, commission free portfolio with a single click.
Based on the Modern Portfolio Theory, we have created multiple Model portfolios for you to choose from.
Depending upon your personal needs, we identify and get you set up with just the right one.Choose from our custom "B" products.
Having created a proprietary algorithm to identify top performers, we help you buy the right funds at the right time.
With a 6 monthly refresh, you always stay ahead of the curve.Across fund categories and sizes.
Add the X-factor to your investments by stepping up or stepping down based on market conditions.
We use a number of variables to track market movement and coupled with our fund selection algorithm give you a 3% alpha.
Bharosa makes MONITORING EASY
Irrespective of when and where you
bought your mutual funds, track them
all on Bharosa. For FREE. Just Register and upload your CAMS statement