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JARVIS is the proprietary model of Ventugrow Consultants Pvt Ltd. VCPL is a SEBI Registered Investment Advisor based out of Mumbai, Maharashtra. JARVIS is India s first Aritificial Intelligence based Equity Advisory Model with an in-built Risk Management System. It creates customized portfolios of Equity Stocks / liquid BeES / Gold BeES for investors and guides them on their path to wealth creation.

With the Jarvis Onestock product, you have the flexibility to choose your broker (if the broker is listed with Jarvis) and execute trades through them using the Jarvis application. Alternatively, if your broker is not listed with Jarvis, you can manually update the executed trade through another option provided."Indicated with the "UPDATE NOW" option, you ' ll have the opportunity to edit the price and quantity for manually executed buys. For sells, you ' ll also be able to adjust the sell price. Please note that if the suggested buy/sell recommendations are for any reason not updated in Jarvis, the system will assume it as a single quantity sold (not an actual transaction) to close the pending action and provide you with further calls.

When Jarvis provides a Buy suggestion, it may have a holding duration of approximately 5-45 days. Once a Sell indicator is generated by the system, you ' ll receive notifications via WhatsApp, email, and the Jarvis application. Please note that a Buy suggestion is valid for 24 hours only. After this period, if not acted upon, the system will assume it as a buy of one quantity in the Jarvis system to close the pending action.

JARVIS uses a built-in Risk Management System to monitor and mitigate risks associated with investments. This system assesses market conditions and portfolio performance to suggest necessary actions.

Yes, There are multiple stages where you receive the option of changing the risk profile suggested other than the suggested risk profile

As per SEBI RIA regulations, we have to retrieve the KYC details of all investors. To make your journey as smooth as possible, we have tied up with the CDSL and NSDL to retrieve your details.

The agreement, as mandated by SEBI, details the scope of the advisory provided by VCPL under the product JARVIS and the associated costs. Do read the agreement thoroughly before accepting the same.

Jarvis one stock has been tailor made for such investors who don 't have patience to stay invested in stocks for a longer time know the right time to buy a stock and book profits on stocks. Jarvis will give you timely notifications to buy stocks and about when to sell it to realize short-term gains.All the subscriptions are Valid for 6 months below are the details of fees structure.

One Stock Basic - 1999/-

  • One stock alert a week
  • Personalized stock recommendations
  • AI based stock selection
  • Short term profit booking alerts
  • 24x7 risk management system
  • 20+ recommendations to invite in 6

One Stock Basic - 5999/-

  • Three stock* alerts a week
  • Enhanced diversification
  • Personalized stock recommendations
  • AI based stock selection
  • Short term profit booking alerts
  • 24x7 risk management system
  • 70+ recommendations to invite in 6 months

One Stock Basic - 9999/-

  • Three stock* alerts a week
  • Daily Opportunities
  • Personalized stock recommendations
  • AI based stock selection
  • Short term profit booking alerts
  • 24x7 risk management system
  • 120+ recommendations to invite in 6 months

Step 1: You will receive notifications via WhatsApp, email, and the application about the recommendation. To proceed, click on the "Pending Action" or "ACT NOW" tab within the Jarvis application. Jarvis FAQ image Step 2 : You will be redirected to pending tab action for which the action is pending for the product on which action is required to be taken. Jarvis FAQ image Step 3 : There are two option for the customer to update the suggested trade

(A) MANUAL UPDATE

1. Customer has the option to UPDATE NOW this option, you can select this option if you have manually executed the stock Buy/Sell directly from the broker Jarvis FAQ image 2. This will provide you an option to update the price & amount to update in the Jarvis system so that your dashboard will be updated & your performance will be monitored on the Jarvis application. Jarvis FAQ image Jarvis FAQ image Step 4 : Final confirmation, you can view the stock added in your holdings tab in your dashboard. Jarvis FAQ image

(B) LINKING BROKER

1. Select the Broker within the listed broker option if available please execute the BUY/SELL trades, this will automatically update the trades in Jarvis after your execution from your broker. Jarvis FAQ image 2. Once done your stocks will be available in your holdings. Jarvis FAQ image

One Stock Basic-

One stock alert a week before market hours

One Stock Plus-

Three stock* alerts a week (Monday Wednesday & Friday)Before market hours

One Stock Premium-

Five stock* alerts a week (All trading days)Before market hours

Note:*Stocks will be recommended based on prevailing market conditions. There might be days where you might not receive any recommendation, if JARVIS is unable to identify suitable stock based on your risk profile.

Holding are decided as per Market dynamics & the risk profile of the customer the holding days would be approximately 5-45 days.

Yes there is no restriction on multiple execution, however please update your executed trades in Jarvis as well for the system to show your performance on your Dashboard.

All the Sell/ Buy suggested by Jarvis has a validity of 24 Hrs, Customer can either execute the trades Manually & update in Jarvis as well as execute the trades through the Link broker tab.

If the updates are not provided by the customer the suggestions will be considered as executed with default qty -1.This is done to help the customer in tracking the performance of the recommended stocks.

Most Searched Questions

Jarvis Portfolio is designed for long-term investment. It focuses on fundamental parameters, allowing you to expect and benefit from stable holdings over an extended period.

To choose the appropriate slab for the JARVIS Portfolio product, you should consider your investment amount. Here"s a guide to help you decide:
  • JARVIS Portfolio: For portfolios up to ₹5 lakh, the fee is ₹3,999 for 6 months.
  • JARVIS Portfolio Plus: For portfolios up to ₹15 lakh, the fee is ₹8,999 for 6 months.
  • JARVIS Portfolio Premium: For portfolios up to ₹25 lakh, the fee is ₹13,999 for 6 months.
  • Select the plan that aligns with the value of your portfolio to ensure you receive the appropriate level of management and support.

    JARVIS offers advisory services for investments in Equities and securities in the Indian Capital Markets. To execute the trades recommended by JARVIS, you will need a DEMAT and trading account. For the purposes of our advisory services, the term "securities" includes stocks listed on NSE, Liquid BeES, and Gold BeES only.

    While it is not recommended to withdraw funds under advisory from JARVIS, as doing so may cause the investor to miss out on potential returns, the investor retains full freedom to partially or completely withdraw their funds. These transactions can be carried out directly with their broker.

    Risk Profiling helps to create a personalized portfolio for every investor but also its 24/7 inbuilt risk management system designed to protect investments from volatile markets. Risk profiling plays a crucial role by helping JARVIS tailor a portfolio that is optimally suited to your individual risk tolerance and financial goals, ensuring that your investments are managed effectively and safely.

    Yes, you can adjust your risk profile beyond the initial suggestion by answering a revised questionnaire or by discussing your preferences with your advisor. Risk profiling is designed to reflect your current risk tolerance and financial goals, so if your circumstances or preferences change, updating your profile can help ensure that your investment strategy remains aligned with your needs. Please contact our support team or your advisor to make any adjustments to your risk profile.

    JARVIS offers investors the choice between two investment strategies: the Complete Equity Strategy, which focuses solely on equity stocks, and the Asset Allocation Strategy, which combines Equity, Liquid BeES, and Gold BeES in the portfolio.

    The investment horizon or tenure chosen by the investor is crucial in portfolio construction. JARVIS utilizes a predictive analysis model to forecast stock movements over different time horizons. The final stock recommendations are tailored to align with your investment horizon, risk profile, and investment amount. Additionally, the Risk Management System (RMS) continuously monitors the portfolio and considers the investment horizon when recommending any changes.

    There are no fixed patterns for allocating investments across market capitalizations. On the day of investment, JARVIS focuses on creating a portfolio of stocks that are best positioned to deliver maximum returns based on the investor"s risk profile, investment horizon, and investment amount. Our guiding principle is "Love the money, not the stocks”.

    As per SEBI RIA regulations, we are required to retrieve the KYC details of all investors. To streamline this process for you, we have partnered with the central registry to obtain your details.

    Yes, completing KYC is mandatory to start a subscription. It is a regulatory requirement that ensures we have accurate and verified information about our investors. Once your KYC is completed, you can proceed with your subscription seamlessly.

    The agreement, as mandated by SEBI, outlines the scope of the advisory services provided by VCPL under the JARVIS product and the associated costs. Please read the agreement thoroughly before accepting it.

    The fees structure for Jarvis Portfolio is as below:
  • JARVIS Portfolio: JARVIS will manage your portfolio up to a value of ₹5 lakh. The fee for this service is ₹3,999 for 6 months.
  • JARVIS Portfolio Plus: JARVIS will manage your portfolio up to ₹15 lakh. The fee for this service is ₹8,999 for 6 months.
  • JARVIS Portfolio Premium: JARVIS will manage your portfolio up to ₹25 lakh.The fee for this service is ₹13,999 for 6 months.
  • The cash balance on the dashboard may appear, particularly with the Complete Equity Strategy. On the day of investment, JARVIS aims to create a portfolio of stocks that can generate the maximum returns. If JARVIS is unable to fully utilize the entire amount due to stock prices, it continues to run iterations until an optimal portfolio is formed. As a result, a portion of the funds may remain as cash balances.

    The stock prices displayed on JARVIS"s dashboard are exclusive of brokerage fees and taxes. Additionally, if you hold stocks that are common between JARVIS and your existing portfolio with the broker, the JARVIS dashboard will only reflect the quantity and buy price of the stocks recommended by JARVIS, excluding brokerage and taxes.

    If you are unable to execute all the suggested trades, we have provisions to display any unexecuted trades on the app or web portal for you to act on. The dashboard will be updated accordingly to reflect these pending trades.

    Cash balances may appear, particularly with the Complete Equity Strategy. On the day of investment, JARVIS aims to create a portfolio of stocks that are best positioned to generate maximum returns. If JARVIS is unable to fully utilize the entire amount due to stock prices, it continues to adjust until an optimal portfolio is formed. As a result, a portion of the funds may remain as cash balances.

    The stock prices displayed on the JARVIS dashboard exclude brokerage fees and taxes. Additionally, if you hold stocks that are common between JARVIS and your existing portfolio with the broker, the JARVIS dashboard will only reflect the quantity and buy price of the stocks recommended by JARVIS, excluding brokerage and taxes.

    To access online services through the JARVIS app or web platform, you need to have the Smart API activated on your Angel One account. Please send a request, including your client code, to activate the "Smart API" at smartapi@angelbroking.com and api@angelbroking.com.

    The Risk Management System (RMS) is a core feature of JARVIS. Once the trades recommended by JARVIS are executed, the RMS continuously monitors the portfolio, actively tracking its performance. It then provides recommendations such as stock exits, position sizing, profit booking, rebalancing, and resetting to help optimize returns and ensure the portfolio remains aligned with market conditions and investment goals.

    It is crucial to execute an RMS call promptly. However, if you are unable to execute the trade, the RMS call will remain on the dashboard until it is either executed or expires. Please note that failure to act on RMS calls, especially in volatile markets, can significantly impact your portfolio"s returns.

    It is essential to execute the Rebalance call promptly when it is generated. If the investor is unable to do so, they can access the app or portal to initiate the Rebalance call. JARVIS will then generate a fresh Rebalance call, considering any changes in the investment environment. However, please note that any delay in executing the Rebalance calls may have a significant impact on portfolio returns.

    A Rebalance Call is generated by JARVIS when it identifies new opportunities in the equity markets that could enhance portfolio returns. By making adjustments to the investor"s existing portfolio, JARVIS aims to optimize the potential for higher returns. This proactive approach ensures that the portfolio remains aligned with market conditions and the investor’s objectives.

    Yes, investors can execute Rebalance trades directly through their broker without using the JARVIS app or portal. However, it is essential to update these transactions in the JARVIS dashboard to ensure the portfolio remains accurate and to avoid any potential impact on future RMS calls.

    If you miss any RMS, Rebalance, or Reset call, your dashboard will continue to reflect the previous holdings until you confirm that the transactions have been manually executed through your broker. Alternatively, you will have the option to generate new RMS or Rebalance calls for immediate execution, after which your dashboard will be updated accordingly.

    According to regulatory guidelines, investors can purchase stocks up to 80% of the sale value on the same day. The remaining 20% can be bought the following day, provided that sufficient funds are available.

    A Reset Call is generated by JARVIS when it predicts a potential significant correction in the stock market. In such cases, JARVIS will advise the investor to exit most or all positions to safeguard their investment and minimize potential losses.

    JARVIS recommends rebalancing the portfolio when it identifies market opportunities that could potentially offer better returns than the current portfolio. There is no fixed timeframe or pattern for these recommendations, as they are driven by market conditions and the performance of the existing investments.

    To change your broker, please email us at customersupport@jarvisinvest.com, and we will assist you with the necessary updates.

    Yes, investors can execute Rebalance trades directly through their broker without using the JARVIS app or portal. However, it is essential to update these transactions in the JARVIS dashboard to ensure the portfolio remains accurate and to avoid any potential impact on future RMS calls.

    If you miss any RMS, Rebalance, or Reset call, your dashboard will continue to reflect the previous holdings until you confirm that the transactions have been manually executed through your broker. Alternatively, you will have the option to generate new RMS or Rebalance calls for immediate execution, after which your dashboard will be updated accordingly.
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