INTELLIGENT

ADVISORY
PORTFOLIOS
Intelligent Advisory Portfolios

New Age of Investment Products

vetted by MOFSL framework for
Distribution
WHAT ARE INTELLIGENT
ADVISORY PORTFOLIOS?
A new age of Investment products which provides a seamless opportunity for you to
invest in equity markets without getting into the trouble of researching for the stocks,
studying the current market conditions or going through a plethora of numbers and
details. Intelligent Advisory Portfolios (IAP) are one of the contemporary ways to take
the ride of the stock market. IAP are a diverse range of pre-packaged equity portfolios
advised by Registered Investment Advisors (RIAs), ideal for both active and passive
investors. These portfolios are curated & monitored by the RIAs and follow strict
rules & parameters to manage the risk-return ratio of your investment.
 BENEFITS OF INTELLIGENT
ADVISORY PORTFOLIOS
Diversified option to choose from ROBO Managed Investment Products
to process driven products with the advisor overlay.

Option to choose from Dynamic or Static portfolios

Power of Discretion on every recommendation

Invest in IAP Online

Flexible investment modes with option to choose Lump Sum and SIP

24* 7 Portfolio tracking

CURRENT RANGE OF OFFERINGS IN

INTELLIGENT ADVISORY PRODUCTS
• FUNDTECH • NS INDUSTRY CHAMP
• ZODIAC • NS MID & SMALLCAP
• PRIME • NS 5Tx5T
• OpenQ MNC • ALPHA BLUECHIP

IAP PRODUCTS
NS OpenQ
Industry NS Mid & NS Alpha
Fundtech Prime Zodiac Champ Smallcap 5Tx5T Bluechip MNC
Risk
Appetite Aggressive Moderate Moderate Conservative Aggressive Aggressive Moderate Moderate

Active Active Active Investor Investor Investor Investor Active

Suitable for Investor Investor Investor Investor
Ideal 3-5 Years 1-2 Years 3-5 Years 3-5 Years 3-5 Years 3-5 Years 3-5 Years 3-5 Years
Timeframe

Fundamental Fundamental Fundamental Fundamental Fundamental Quant

Framework Quant Based Fundamental
Framework Framework & Framework Framework Framework Framework Based
Quant Based

*Intelligent Advisory Portfolios are non-PMS products and provide only advisory recommendations. Further, the investor has the choice of whether to execute or not the rendered
advice under these portfolios.
FUNDTECH
What is FundTech?
An intelligent portfolio created by Robo Advisory with a combination of fundamental and technical
parameters which is suitable for active investors who want to invest in companies with positive
financial trend subject to thresholds of Quality and Valuation.

Key Features of FundTech

Multicap Portfolio Quant based model to Pre-defined Well defined Risk

with combination of identify stocks basis Exit criteria Management
different market caps. parameter like quality, to weed out losers framework for
Valuation, Financial from portfolios. Sector/Stock weights.
trend & Technical.

Investment Universe, Process & Strategy

• Dynamic Portfolio creation comprising of 10 to 20 stocks
• Identifying stocks through screening based on parameters like Quality, Valuation, Financial
Trend & Technical Parameters
• Maximum exposure of 30% in any sector & 10% in a single stock

USP Active Investment

Stratgey
Robo Managed
Process
Combination of Fundamental
& Technical Parameters

Rebalancing Strategy
• Continuous re-evaluation of portfolio in case of adverse change in the stock selection criteria
• Corporate governance issue in the company
• Stock underperformance between 15-25% Vs Benchmark BSE500

For Whom?
Investors with aggressive risk profile having an investment horizon of minimum 3 – 5 years.

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
10-20 BSE500 Aggressive 3-5 years RIA

RIA offered by Vivekam Financial Services Private Ltd.

Zodiac
What is Zodiac?
An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental
screening and a quant model.

Key Features
`

Strategy to Fundamental In case quant model Active management

dynamically invest in research combined doesn’t find opportunity to review portfolio
12 Nifty 50 companies with quant model to in Nifty stocks, allocation stocks
on a daily basis avoid biases for those stocks will be
done to Nifty Bees.

Investment Universe, Process & Strategy:

• Dynamic portfolio comprising of 12 Nifty stocks in equal weights
• Identifying stocks through fundamental screening and a quant model based on parameters like
growth in earnings, sectorial preference, momentum and volatility factors
• Maximum exposure of 25% in a particular sector, Maximum 3 stocks from a sector and minimum 5
sectors at portfolio initiation.

USP
USPUSP 12 winning
Passive
Dynamic Portfolio
stocks
Passive
of Largecap
Largecap
from Nifty 50 basket
Using Quantitative
Core Fundamental
Focussed Stratgey
combined with Quant
research &
Fundamental
UsingModelFramework
Quantitative
for
Decision making to avoid Human Bias
Focussed Stratgey Fundamental Framework
Active management to
& portfolio stocks
review

Rebalancing Strategy:
• When Potential upside is achieved. • In case Nifty Bees is part of portfolio it will be replaced
• If Stock is excluded from Nifty Index. when a new Stock opportunity with potential is identified.
• Stock Price corrects by more than tolerance levels

For Whom?
Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
12 Nifty 50 Moderate 3-5 years
RIA
RIA: Vivekam Financial Services Private Ltd
PRIME
What is PRIME PORTFOLIO?
Prime Portfolio is a concentrated portfolio that blends tactical bets with long term winners and provides
investor advantage with a mix of long term compounders as well as special company/sectoral picks.

Key Features of PRIME

Blend of long term winners (60%) Well diversified portfolio comprising

with Tactical bets (40%) of large, mid and small cap companies

Investment Universe, Process & Strategy

Stock selection procedure involving 2 strategies:
Long Term Winners (60%): Stocks relevant from a 12-18 Tactical bets (40%): Stocks that are relevant from
month perspective – these are companies which have a 3-6 months horizon. Major buy triggers include a
proven track record of profits over 3-5 years, meaningful change in government policy, industry consolidation
growth triggers & beaten down stocks with favourable and company specific opportunities
risk reward

USP Combination of
Tactical bets along with
Long term winners
Generating growth over long
term as well as take advantage
of special company / sector
situations
Concentrated
portfolio
of 15-20 stocks

Rebalancing Strategy
• Company or Industry fundamentals have started to change • An extreme macroeconomic / market situation
• Too much negativity around a company or sector • Stocks that have better growth prospects or
better capital allocation policies

For Whom?
Investors with moderate risk profile having an investment horizon of a minimum 12 - 18 Months

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
15-20 NIFTY 200 Moderate 12-18 months
RIA

RIA offered by Vivekam Financial Services Private Ltd.

OpenQ MNC
What is OpenQ MNC?
Portfolio of Top stocks from Multi-National Companies (MNC) universe designed for passive long term
investing created basis Quantitative method & proprietary filters.

Key Features of OpenQ MNC

Investment in High quality MNC stocks Stocks are weighted by considering individual stock
that have their Price and Earnings Momentum level risk. Quantitative techniques are used to arrive at
adjusted for risk. the stock level risk. Stocks which have shown higher
relative risk in recent past are accordingly down
weighted.

Investment Universe, Process & Strategy

Stock selection procedure involving 3 broad processes:

• Universe: Pool of listed MNCs which are part of top 500 by market cap
• Quantitative analysis for identifying MNC companies with Growth in earnings and price momentum
• Proprietary Liquidity Screening to avoid stocks with low liquidity
• Judicious mix of Multicap portfolio with mix of Large, Mid & Small markets capitalisation companies.

USP Identifying High quality MNC stocks

coupled with Earnings and Price
Quantitative methodology
with no human bias

Rebalancing Strategy
• Quarterly rebalancing
• If the portfolio falls more than 20% from the peak
• If individual stock in portfolio falls more than 15% intraday

For Whom?
Investors with moderate risk profile having investment horizon of minimum 3 years or more

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
10 NIFTY MNC Moderate 3 years RIA

RIA offered by Quantech Capital Investment Advisors Pvt Limited

NS INDUSTRY CHAMP
What is NS INDUSTRY CHAMP?
Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing
growth in value characteristics with expected higher return ratio.

Key Features of NS INDUSTRY CHAMP

Investment in the industry Portfolio will consist Bottom up research Uniquely designed risk
leaders, Companies with of 10-20 stocks; of business financials, management framework
good governance practices mostly large-cap. management strategies to generate superior
and dynamic management and Companies that risk adjusted returns
team to navigate business have improving/higher
cycles. return ratio.

Investment Universe, Process & Strategy

• Stock selection procedure involving  broad process:
– A combination of fundamental value and quantitative triggers to create a high value portfolio with focus
to deliver superior risk adjusted returns on absolute, relative and consistent basis.
– Principle of “Growth in Value” style of investing & principle of linearity i.e– investing in businesses,
where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple
expansion, along with earnings growth.

• Maximum allocation in a stock: • Market Cap Allocation:

+7% of its weight in benchmark - Large Cap: Max 70% and Min 30%
- Mid Cap: Max 70% and Min 30%
- Small Cap: Max 15% and Min 0%

USP Stratgey Focusing On Investing

In The Industry Leaders Of Today
Backed By Quality Management
Which Are Focussed On Innovation

Rebalancing Strategy
• Strictly based on fundamentals
• If portfolio stocks underperform to respective benchmark for two consecutive swings and
exhibit higher volatility, those stocks get marked for Sell/Review
• Corporate governance issue in the company

For Whom?
Investors with conservative risk appetite and investment horizon of minimum 3-5 years.

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
10-20 Nifty Large Conservative 3-5 years RIA
and Mid-250
RIA offered by Narnolia Investment Advisors Pvt. Ltd
NS MID & SMALL CAP
What is NS MID & SMALL CAP?
Portfolio comprising of Mid & Small cap stocks, which have potential to grow. Identified with bottom up
approach which covers, Information mining, Financial modelling, Investment thesis, Active & Rigorous
tracking for changes in the earnings & quality outlook.

Key Features of NS MID & SMALL CAP

Investment in Mid & Portfolio will consist Bottom up research of Tactical weight allocation
Small cap space that of 20-30 stocks business financials and under the sub-classes
have improving/higher management strategies is to manage the risk.
return ratio. carried out for all
portfolio companies.

Investment Universe, Process & Strategy

• Stock selection procedure involving 3 broad processes:
– A combination of fundamental value and quantitative triggers to create a high value portfolio with focus
to deliver superior risk adjusted returns on absolute, relative and consistent basis.
– Principle of “Growth in Value” style of investing  & principle of linearity I.e– investing in businesses,
where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple
expansion, along with earnings growth.

• Maximum allocation in a stock: • Market Cap Allocation:

+7% of its weight in benchmark - Mid Cap: Max 80% and Min 50%
- Small Cap: Max 50% and Min 20%

USP
`

Stratgey Identifies High Quality Moat Using Strong Process & Bottoms
Companies With Growth Potential On Up Stock Selection Methodlogy
Mid & Smallcap Side

Rebalancing Strategy
• Strictly based on fundamentals
• If portfolio stocks underperform for two consecutive swings and exhibit higher volatility, those stocks get
marked for Sell/Review
• Corporate governance issue in the company

For Whom?
Investors with aggressive risk appetite and investment horizon of minimum 3-5 years.

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
20-30 Nifty Mid and Aggressive 3-5 years RIA
Small 400
RIA offered by Narnolia Investment Advisors Pvt. Ltd
NS 5Tx5T
What is NS 5Tx5T?
Thematic Portfolio created with multiple themes which have potential to grow based on opportunities
created as Indian Economy moves to $5 Trillion.

Key Features

Identify & Invest in 360 Degree Deductive Multicap Portfolio

Multiple themes logic framework of 15-20 stocks
(Ideally 4-6 Themes) & Growth in Value.

Investment Universe, Process & Strategy

• Stock selection procedure involving broad processes
– A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver
superior risk adjusted returns on absolute, relative and consistent basis.
– Principle of “Growth in Value” style of investing & principle of linearity, i.e. investing in businesses, where the
improvement in fundamentals is linear (gradual) which gives an opportunity for valuation multiple expansion, along
with earnings growth.
– Maximum allocation in a stock: 10% while maintaining sector diversity

USP
USP
USP Stratgey
Passive Largecap
Strategy identifies
Focussed
opportunity
FocusinginOn
Unique
Stratgey
the Indian market
Investing
In The Industry Leaders Of Today
Using Quantitative &
themes Fundamental
based Strong process & bottoms up
Framework
selection methodology.
Backed By Quality Management
Which Are Focussed On Innovation

Rebalancing Strategy
• If portfolio stocks underperform for two consecutive swings and exhibit higher volatility, those stocks get marked for Sell/Review
• Corporate governance issue in the company

For Whom?
Investors with aggressive risk appetite and an investment horizon of minimum 3-5 years

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
15-25 Nifty 500 Aggressive 3-5 years
RIA

RIA: Narnolia Investment Advisors Pvt. Ltd.

ALPHA BLUECHIP
What is Alpha Bluechip?
Alpha Bluechip is an unconstrained, concentrated portfolio of best-in-class companies across different sectors and
market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns.

Key Features of ALPHA BLUECHIP?

Investment in companies Includes businesses which Selection of companies with robust

with strong business are time tested and growth, superior RoCE & strong
moat and formidable companies which have cash flows toensure a ”High Quality
competitive edge. seen multiple cycles. Growth Portfolio with Low Risk”

Investment Universe, Process & Strategy

• Defined investment universe to include companies with good quality businesses, strong track record and
corporate governance
• Confluence of Sector/Company research; Regular expert/ management interaction
• Portfolio Construction based on best ideas on bottom up basis
• Zero tolerance to Quality risk; Minimize Price/Volatility & Liquidity risk

USP Investment in companies with Sustainable

Quality Growth to ensure compounded returns
Low Mortality Portfolio

Rebalancing Strategy
• Change in the outlook on business growth
• New idea generation

For Whom?
Investors with moderate risk appetite and an investment horizon of minimum 3-5 years

Basic Details
NO. OF STOCKS BENCHMARK RISK TIME FRAME
15-25 Nifty 200 Moderate 3-5 years RIA

RIA offered by Renaissance Investment Managers Private Limited

 To Smoothen your investment
journey, RIAs offer you range of
options from Lump Sum or
SIP mode.

LUMP SUM SIP

Option: One Time Investment Option: Systematic investment on Dates (1,8,18,22)

Min Amount: `1 Lakhs – `10 Lakhs Min Amount: ` 10,000

Top Up: Min ` 50,000 & in multiples of ` 1,000 Top Up: Investment will be done in LUMP SUM MODE

Subscription mode: Upfront Subscription or Fixed Subscription mode: Only Fixed Fee Model
Fee Model
Withdrawal: Full
Withdrawal: Full or Partial

*Kindly note, SIP mode of investment is available only for few IAP products.
 Digital journey of Investing

How to subscribe to products through MOFSL?

Scan QR Code to download MO Investor App

Available on Android & Apple

Digital journey of Investing

Login to MO Investor > Select Help me Invest - IAP Digital Enabled process to confirm the orders

• Login to Investor App/Web Notification on MO Investor App

• Select Product offered by RIA Login to MO Investor Web
• Select Mode (Lump sum/ SIP)
Email on registered email address
• Complete RIA KYC & Risk profiler
• Select Subscription Model SMS on registered mobile number
• RIA Generates Advice Auto Call on your registered mobile number
• Client provides Consent & Invests In Portfolio
Confirmation from Dealer/Advisor through OTP

For more information, email us - iapquery@motilaloswal.com

NOTES
 Intelligent Advisory Portfolios

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Registered Office Address: Mo�lal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.:
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MOFSL is ac�ng as distributor of Investment Advisory services for Vivekam Financial Services Private Ltd: Registra�on no. INA200000316, Narnolia
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