Convenience.
Engagement.
Purpose.
A sophisticated approach to Investing through Managed Accounts
Security Assured
We advice. You execute.
Stocks and Money are always in your accounts.
Satisfaction Assured
Transparent Pricing
Not completely satisfied, we will refund your fee.
Fee starts at 0.75% (decreases with increase in Assets)
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With Right Advice, Great Things Happen
What is Savestment Managed Account?
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A managed account is a portfolio of high quality and well researched securities managed on your behalf by our SEBI Registered Professional Investment Advisors.
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You invest (with your demat account) in the individual securities as per our advice, which provide the ownership, control, and transparency.
Automated Investing with Guidance
Savestment's tech platform of Website and MobileApps offers a unique combination of automated investing with expert guidance and advice from Savestment's experianced registered Investment Advisors
Client Experience That Work
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Conversation - Our trusted advisors talk and build customised solutions for you
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Collaborate - Help you in a frictionless onboarding - Risk profile, KYC and Agreement signing.
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Execute - Our unique tech platform completely automates the execution of your trades as per our advice.
All-In-One Solution
With Savestment Managed Account, you get access to following Strategies:
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Indian and Global Equities
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Fixed Income Instruments
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Real Estate Investment Trusts (REITs)
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Gold ETFs
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All our strategies and portfolio allocations are vetted by experienced Portfolio Managers following rigorous Investment process.
Smart Automation Tools
Manage existing Portfolios, Add & Withdraw Investments and Rebalance based on change of Risk Profile or Life Goals. The key features of our tech platform are:
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Portfolio Holdings
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Portfolio Performance across time periods
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Portfolio Analytics
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Linking of Demat Accounts for direct execution of trades.
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Automated Payments of Fees.
Comprehensive Client Support
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24/7 access to Client Helpline via Chat and Email.
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A dedicated registered Investment Advisor at your disposal on Monday to Friday between 9 am to 6 pm.