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iPreserve is a discretionary investment management scheme, offering investment solutions in Mutual Funds that are aligned to suit your financial goals. The primary objective of iPreserve is to manage investments in Mutual funds, encompassing both debt as well as equity schemes. iPreserve takes care of complete execution of the investment and monitoring on your behalf.
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Features |
Investors have a choice of five schemes based on investor risk profile – High / Moderate / Low . |
| Risk Type |
| High Risk |
Pure Growth oriented investment strategy aimed at wealth creation. |
| Moderate Risk |
Balanced investment strategy aimed at both, capital appreciation and preservation. |
| Low Risk |
Conservative investment strategy aimed toward capital preservation plus some more. |
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Benefits |
- No management fee charged for managing the funds
- Asset allocation as per the client risk profile.
- Convenience of investing in multiple funds through a single product.
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Investment Strategy |
- Adopt Model portfolios to guide investments across products.
- Proactive management of funds.
- Adequate diversification with an aim to optimize risk-adjusted returns.
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Product Features |
| Details |
| Minimum portfolio value |
Rs. 5 lakhs |
| Additional investments |
Rs. 1 lakh or more |
| Account Maintenance fees |
Rs. 1,000 p.a |
| Billing frequency |
At the end of the year or termination whichever is earlier |
Exit Load for withdrawal before expiry of one year
(first year)
- Complete withdrawal
- Partial withdrawal *
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1% p.a on monthly folio values.
0.5% on the amount withdrawn.
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| Load for withdrawal after first year (full/part withdrawal) |
Nil |
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* For Partial Withdrawal, following rules are applicable.
- Part Withdrawal is allowed only twice in a year.
- Amount should be more than Rs. 1 lac
- Minimum account balance after such withdrawal should be more than the threshold limit of Rs. 10 lacs.
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Retail Broking
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