Stock Portfolio for Long Term Investments

Q: How can I decide my slab in Jarvis Portfolio product?

Choose the slab based on your investment amount: Jarvis Portfolio (up to ₹7.5 lakh) ₹4,499 for 6 months; Jarvis Portfolio Plus (up to ₹15 lakh) ₹12,299 for 6 months; Jarvis Portfolio Premium (up to ₹25 lakh) ₹16,599 for 6 months.

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

Yes. To execute the trades recommended by JARVIS, you need a DEMAT and trading account. For advisory, “securities” include stocks listed on NSE, Liquid BeES, and Gold BeES only.

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

No. You don’t need to open a new demat & trading account. JARVIS integrates with multiple brokers; if your broker isn’t supported, you can email customersupport@jarvisinvest.com for assistance.

Q: Is there any lock-in period for Portfolio investments?

There is no lock-in. While withdrawing funds is generally not recommended as it may impact potential returns, you retain full freedom to partially or completely withdraw through your broker.

Q: How will risk profiling help me?

Risk profiling helps create a personalized portfolio and supports 24/7 inbuilt risk management designed to protect investments from market volatility by aligning the portfolio to your risk tolerance and financial goals.

Q: 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 updating the questionnaire or discussing preferences with your advisor/support, so your strategy stays aligned to your needs.

Q: What investment strategies can one choose from?

JARVIS offers two strategies: (1) Complete Equity Strategy (equity stocks only) and (2) Asset Allocation Strategy (combines Equity, Liquid BeES, and Gold BeES).

Q: How does the investment tenure affect my portfolio?

Tenure impacts portfolio construction. JARVIS forecasts stock movements across horizons and tailors recommendations to your investment horizon and risk profile. The Risk Management System (RMS) continuously monitors and considers horizon when recommending changes.

Q: How does JARVIS invest across market capitalizations?

There is no fixed pattern across market caps. JARVIS focuses on building a stock portfolio best positioned for returns based on your risk profile, investment horizon, and investment amount—guiding principle: “Love the money, not the stocks”.

Our Investor's Success Stories

Ravi Patel

Fantastic platform! The trading experience has been smooth, and I'm seeing excellent returns on my investments.

Priya Mehta

I love how simple the platform is to use. My investment portfolio has grown significantly thanks to their guidance.

Deepa Kumar

This app has been very helpful in navigating the stock market. The suggestions are spot on!

Rajesh Verma

The trading platform is user-friendly, and I've seen great returns in just a few months of using it.

Ankita Rao

The stock picks are fantastic, and my portfolio has grown consistently. With the right guidance, I am confident in my investments.

Madhavi Singh

Great stock recommendations and a very easy-to-use app. A beginner-friendly platform for anyone new to investing.

Vikram Joshi

Excellent services and spot-on stock recommendations. Made solid profits, and I am a regular user now.

Sanjay Deshmukh

I've been trading for over a decade, and this platform is by far the most reliable. Definitely worth the investment.

Ashok Reddy

I've been using this app for a year now, and it has been great for stock picking and booking profits.

Suman Bhat

A solid app with great suggestions. I've been able to manage my investments and make good profits.

Ravi Kumar

This app offers timely suggestions, and the user interface is great for traders at all levels.

Siddharth Bedi

I've been using this app for 6 months. The stock recommendations have been excellent, and I've already reached my financial goals.

Rina Sharma

This app has been a huge help. The stock picks are solid, and I've been able to book profits effectively.

Amit Verma

I've been using this app for a while now, and the experience has been great. The stock picks are helpful for profit booking.

Mohit Chawla

Started using the app recently. The returns have been good so far, but the navigation could be improved.

Sushma Yadav

The stock suggestions have been great, and I'm seeing returns. However, there's room for improvement in app navigation.

Aarav Mittal

Using the app for a couple of months. The returns are good, and it's easy to use, but it could benefit from more detailed market analysis.

Isha Bansal

Amazing experience! The app provides solid recommendations, and I've been able to secure my investments with their timely suggestions.

Gaurav Nair

I've been using this app for 4 months, and the experience has been great. It's perfect for trading and making consistent profits.

Vishal Kumar

Highly recommended! This app makes frequent profit booking suggestions, ensuring you always make the most out of your investments.

Ravi Patil

Excellent app! I've been using it for a year now, and I've seen great returns on my investments. Consistently helps me make the right decisions.

Siddharth Bedi

I've been using this app for 6 months. The stock recommendations have been excellent, and I've already reached my financial goals.

Rina Sharma

This app has been a huge help. The stock picks are solid, and I've been able to book profits effectively.

Amit Verma

I've been using this app for a while now, and the experience has been great. The stock picks are helpful for profit booking.

Mohit Chawla

Started using the app recently. The returns have been good so far, but the navigation could be improved.

Sushma Yadav

The stock suggestions have been great, and I'm seeing returns. However, there's room for improvement in app navigation.

Aarav Mittal

Using the app for a couple of months. The returns are good, and it's easy to use, but it could benefit from more detailed market analysis.

Isha Bansal

Amazing experience! The app provides solid recommendations, and I've been able to secure my investments with their timely suggestions.

Gaurav Nair

I've been using this app for 4 months, and the experience has been great. It's perfect for trading and making consistent profits.

Vishal Kumar

Highly recommended! This app makes frequent profit booking suggestions, ensuring you always make the most out of your investments.

Ravi Patil

Excellent app! I've been using it for a year now, and I've seen great returns on my investments. Consistently helps me make the right decisions.

Ravi Patel

Smooth trading experience and consistent investment performance so far.

Priya Mehta

Easy to understand platform that helped me grow my portfolio.

Deepa Kumar

Helpful app with accurate market suggestions and guidance.

Rajesh Verma

Simple interface with impressive results in a short time.

Ankita Rao

Reliable stock insights that support steady portfolio growth.

Madhavi Singh

Good recommendations and beginner-friendly experience overall.

Vikram Joshi

Consistent stock ideas that helped me earn profits regularly.

Sanjay Deshmukh

Dependable platform with strong long-term trading support.

Ashok Reddy

Useful stock picks and timely profit booking suggestions.

Suman Bhat

Practical insights that made managing investments easier.

Ravi Kumar

Clean interface with updates suitable for all traders.

Siddharth Bedi

Strong stock ideas that aligned well with my financial goals.

Rina Sharma

Helpful guidance that supported better profit decisions.

Amit Verma

Positive experience with useful stock recommendations.

Mohit Chawla

Good early returns with scope for smoother navigation.

Sushma Yadav

Effective suggestions with minor usability improvements needed.

Aarav Mittal

Easy to use app with decent returns and learning scope.

Isha Bansal

Well-timed recommendations that helped secure my investments.

Gaurav Nair

Consistent trading support with reliable market insights.

Vishal Kumar

Frequent profit ideas that improved my investment outcomes.

Ravi Patil

Long-term usage with steady and satisfying results.

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 ₹4,499 for 6 months.

JARVIS Portfolio Plus: For portfolios up to ₹15 lakh, the fee is ₹12,299 for 6 months.

JARVIS Portfolio Premium: For portfolios up to ₹25 lakh, the fee is ₹16,599 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?

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.

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 ₹7.5 lakh. The fee for this service is ₹4,499 for 6 months.

JARVIS Portfolio Plus: JARVIS will manage your portfolio up to ₹15 lakh. The fee for this service is ₹12,299 for 6 months.

JARVIS Portfolio Premium: JARVIS will manage your portfolio up to ₹25 lakh.The fee for this service is ₹16,599 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?

Jarvis Builds Your
AI Powered Personalized
Stock Portfolio

Invest in the Best Stocks for
Long-Term Wealth Creation

Plans & Pricing

70k investors and counting

Your Portfolio
Investment Journey

Our Investor's Success Stories

Media

Most Searched Questions

AI Based Investment Advisory Platform for
Global Market Research & Smart Portfolio Growth

SEBI Registered Investment Advisor

SEBI Registered Research Analyst

Invest in the Best Stocks for Long-Term Wealth Creation

Plans & Pricing

Your Portfolio Investment Journey

Our Investor's Success Stories

Media

Most Searched Questions

AI Based Investment Advisory Platform for Global Market Research & Smart Portfolio Growth

SEBI Registered Investment Advisor

SEBI Registered Research Analyst

Invest in the Best Stocks for
Long-Term Wealth Creation

Your Portfolio
Investment Journey

AI Based Investment Advisory Platform for
Global Market Research & Smart Portfolio Growth