How do I subscribe to Jarvis Invest services?

You can subscribe by clicking the 'Subscribe' button on our homepage and following the sign-up process.

What kind of investment advice do you offer?

We provide AI-driven insights, portfolio analysis, and risk management advice tailored to the Indian market.

FAQ's About Investments And Portfolio Management

Most Searched Questions

Which product is suitable for me?

"For long-term investment, you might consider the Jarvis Portfolio , while for short-term investment, the Jarvis Onestock could be suitable." Since Jarvis Portfolio relies specifically on fundamental parameters you can expect the holdings for a long period of time, however Onestock is affected by technical indicators hence the holdings of stocks for shorter period

How can I decide my slab in Onestock product ?

Certainly, your Assets Under Management (AUM) is a good starting point to determine the appropriate investment slab in the Onestock product. By understanding your current financial situation, risk tolerance, and investment goals, you can identify the most suitable slab that aligns with your needs and objectives.

How can I optimally utilize my capital in Onestock ?

There is no need to open new demat & trading accounts. We have integrated our systems with the top 15 brokers in India, with many more in the pipeline. In the event that the investor's broker doesn't figure in this list, please write to us at customersupport@jarvisinvest.com and our support team will get back to you with a solution. BASIC SLAB

Suggested,"If your investment is under 50k-1 lakh, you can divide it into four equal parts and invest in four different stocks. Once a sell is generated for a stock, you can utilize the proceeds for a new buy in another suggested stock. We provide One stocks per week for These have a holding between 7 to 45 days. Once the initial investment in a stock is due for selling, the value of your 1 lakh investment will compound and be reinvested in the suggested stock.

PLUS SLAB

Suggested,"If your investment is between 1 lakh to 5 lakhs, you can divide it into twelve equal parts and invest in 6 different stocks. Once a sell is generated for a stock, you can utilize the proceeds for a new buy in another suggested stock. We provide three stocks per week for holding between 7 to 45 days. In a month, you can expect approximately twelve recommendations. Once the initial investment in a stock is due for selling, the value of your investment will compound and be reinvested in the suggested stock."

Premium Slab

Suggested, “If your investment is above 10 lakhs, you can divide it into 20 equal parts and invest in approx 20 different stocks recommended per month. Once a sell is generated for a stock, you can utilize the proceeds for a new buy in another suggested stock. We provide five stocks per week for holding between 7 to 45 days. In a month, you can expect approximately twenty stock suggestions. Once the initial investment in a stock is due for selling, the value of your investment will compound and be reinvested in the suggested stock."

Most Searched Questions

Jarvis Onestock - Getting Started

Who is the creator of Jarvis

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.

Do I need to need a demat or trading account for subscribing to Jarvis Onestock ?

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.

Does JarvisOnestock provide Sell calls as well ?

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 Onestock - Investment Process

How will risk profiling help me?

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.

Can I change my Risk Profile to something other than the one that has been suggested by the Risk Questionnaire?

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

My KYC has already been done, do I have to do it again?

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.

What are the terms of the agreement that I have signed with JARVIS / VCPL?

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.

What is the fee structure?

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 -2999/-

One stock* alert a week
20+ Investment-Worthy Stocks to invest in 6 months
Tailored Stock Picks across BSE & NSE
AI-Researched stock selection
Real-Time buy, and sell alerts
24/7 stock performance monitoring

One Stock Plus - 7499/-

Three Stock* alerts a week
70+ Investment-Worthy Stocks to invest in 6 months
Enhanced portfolio diversification
AI-Researched stock selection
Real-Time Booking and Exit alerts
24/7 stock performance monitoring

One Stock Premium - 11999/-

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

Jarvis Onestock - Execution & Dashboard

How do I execute my suggested trade in the Jarvis application?

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.

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.

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

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.

Step 4 : Final confirmation, you can view the stock added in your holdings tab in your dashboard.

(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.

2. Once done your stocks will be available in your holdings.

When will I be getting the recommendation?

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.

When will I be getting the Sell suggestion for the stocks on holding

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

Can I execute through multiple broker account?.

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.

Can I update my executed trades, what is the timeline to update in Jarvis?.

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.

What happens if I am unable to execute the trades in the stocks suggested by JARVIS Onestock

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 - Overview

What is Jarvis Portfolio?

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.

How can I decide my slab in Jarvis Portfolio product ?

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 ₹4,999 for 6 months.

JARVIS Portfolio Plus: For portfolios up to ₹15 lakh, the fee is ₹11,999 for 6 months.

JARVIS Portfolio Premium: For portfolios up to ₹25 lakh, the fee is ₹17,999 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.

Do I need a demat & trading account for subscribing to JARVIS Portfolio?

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.

Do I need to open a separate Demat & trading account to subscribe to JARVIS?

Is there any lock-in period for Portfolio investments?

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.

Jarvis Portfolio - Investment Process

How will risk profiling help me?

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.

Can I modify my risk profile to something different from the initial suggestion by answering a questionnaire?

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.

What investment strategies can one choose from?

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.

How does the investment tenure affect my 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.

How does JARVIS invest across market capitalizations?

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”.

If the KYC has already been completed, do I need to repeat it?

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.

KYC mandate to start with the subscription?

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.

What are the terms of the agreement I signed with JARVIS/VCPL?

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.

What is the fees structure for Jarvis Portfolio ?

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 ₹4,999 for 6 months.

JARVIS Portfolio Plus: JARVIS will manage your portfolio up to ₹15 lakh. The fee for this service is ₹11,999 for 6 months.

JARVIS Portfolio Premium: JARVIS will manage your portfolio up to ₹25 lakh.The fee for this service is ₹17,999 for 6 months.

Why is there a cash balance on the dashboard?

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.

Why is there a difference between my current portfolio and the JARVIS portfolio?

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.

Jarvis Portfolio - Execution & Dashboard

What happens if I am unable to execute all the trades suggested by JARVIS?

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.

Why is there a cash balance on the dashboard?

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.

Why is there a difference between my current portfolio and the JARVIS portfolio?

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.

Why am I unable to log into my Angel One broking account through JARVIS?

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.

Jarvis Portfolio - Risk Management System

What is Risk Management System?

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.

What if I miss a RMS Call?

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.

What if I miss the Rebalance Call??

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.

What is a Rebalance Call??

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.

Can I execute the Rebalance calls directly through my broker?

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.

Can I execute the Reset calls directly through my broker?

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.

Jarvis Portfolio - General Questions

What if I do not have sufficient funds to buy on the same day?

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.

What is a Reset Call?

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.

How frequently do Jarvis churn/rebalance the portfolio?

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.

How can I change my broker?

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

Can I execute the Rebalance calls directly through my broker?

Can I execute the Reset calls directly through my broker?

How can we help?

The AI Based Autonomous Global Market
Research & Analytics Platform

SEBI Registered Investment Advisor

customersupport@jarvisinvest.com

How can we help?

The AI Based Autonomous Global Market Research & Analytics Platform

SEBI Registered Investment Advisor

customersupport@jarvisinvest.com

The AI Based Autonomous Global Market
Research & Analytics Platform