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Key Features
Everything you need to invest—easy, seamless, and stress-free.
Investment range
₹10000–unlimited
New Fund Offer (NFO)
Invest Early, Maximize Potential
Participate in newly launched mutual fund schemes and be among the first to invest at the initial offer price.
- Invest at ₹10 NAV
- Early access to new strategies
- Exposure to emerging sectors
- Managed by expert fund houses
Investment range
$1 – $2,50,000
Fractional Investing
Own Global Stocks Starting Just $1
Start small with fractional investing - you don’t need large capital to invest in global giants.
- Buy a fraction of high-value U.S. stocks
- Exposure to international investors
- Curated portfolios (Vests) comprising U.S. stocks and ETFs.
Platforms for Seamless Access
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Investment App Now!
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Trader App Now!
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Why you should invest in smallcase?
Smallcases are the easiest way to buy & manage multiple portfolios of stocks/ETFs/REITs/InvITs.
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Introducing SmartEdge Plus with Axis Direct
A research backed investment ideas based on investment themes.
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FAQ
What can we help you find?
A mutual fund is a pool of money managed by a
professional fund manager. It collects money
from the public (investors) and manages it in
accordance with specific investment objectives.
The collected funds are invested in equities,
bonds, money market instruments, and/or other
securities, as per the stated objectives. The
income or gains generated from these investments
are distributed proportionately among the
investors—after deducting applicable expenses
and levies—based on the scheme’s Net Asset Value
(NAV).
Investments through mutual funds give the
following benefits:
- A. A Professional investment Management
- B. Risk reduction through diversification.
- C. Convenience of investment and withdrawal.
- D. Availability of alternative portfolio objectives.
- E. Unit holders account administration and services.
- F. Reduction in transaction costs.
- G. Regulatory protection.
The simplest way to categories funds on the
basis of their investment portfolio would be to
group them as –
- a. Equity Schemes
- b. Debt Schemes
- c. Hybrid Schemes
- d. Solution Oriented Schemes
- e. Other Schemes
We can start investing in Mutual Funds as low as
Rs 100. You can click on this link to explore:
https://www.axismf.com/micro-investing?distributorARN=64610
A Systematic Investment Plan (SIP) is a method
of investing in mutual funds where you regularly
invest a fixed amount at fixed intervals, like
monthly. It's similar to a recurring deposit,
where you make periodic investments instead of a
lump sum. SIPs are popular for building wealth
over time through disciplined investing and
rupee cost averaging.
Presently securities including F&O , eligible
non F&O stocks and ETF are available for
transactions in SLB.
SEBI authorizes participation by all categories
of Retail and Institutional investors
The tenure for SLB transactions is up to 12
months.
The fixed settlement dates are the first
Thursday of the respective month.
Lending fees is quoted on per share basis based
on the annualized yield by the lender or the
cost which the borrower expects to pay.
A smallcase is a basket of exchange traded
securities (like stocks & ETFs) to reflect a
certain objective (ideas, themes, strategies). A
smallcase has a minimum of 2 securities and a
maximum of 50 securities.
Investing in a basket of stocks gives you
diversification benefits that minimize
stock-specific risk. Instead of picking stocks,
you can invest in ideas you believe in with
research-backed portfolios that are tied to
relatable themes.
Each new smallcase purchase would incur a flat
fee of ₹100 plus GST. No additional fees need to
be paid for further investments, rebalances,
repairs or exits within the same smallcase.
Brokerage & other statutory charges on each
transaction will continue to apply.
smallcases work best when used for long-term
investing. So ideally, you should be investing
in a smallcase whose theme/strategy you think
will do well in long run. Additionally, you can
use risk labels assigned to smallcases to find
one that suits your risk appetite.
Rebalancing is the process of ensuring the
constituents of the smallcase continue to be
true to the underlying idea/strategy. You can
apply rebalance updates to your smallcase in 2
clicks to ensure it is on track with the
strategy.
Axis Intellect can be subscribed by the client
himself by logging into the Axis Direct web page
https://simplehai.axisdirect.in/dynamicWeb/axisintellect/index.html
or through the mobile app.
Yes NRIs can subscribe to Axis Intellect baskets
using their Axis Direct account.
An annual fee of INR 5899 (inclusive of taxes)
per basket is charged for the subscription with
auto-renewal.
The minimum investment in Axis Intellect basket
is INR 2 Lakhs. This is excluding the
subscription fees.
Axis Intellect subscriptions are only for
individuals. Corporates & HUF cannot subscribe
to Axis Intellect baskets.
Insurable interest means having a financial
stake in something you insure. You must stand to
lose money if that thing is damaged or lost.
Without this interest, the insurance contract is
invalid. For life insurance, the sum assured is
usually based on the person’s income and
productive years.
Look for guaranteed returns, lock-in periods,
premium details, consequences of missed
payments, revival terms, charges deducted.
Because the insurer relies on these facts to
accept risk. Wrong or incomplete info can lead
to claim rejection.
It’s a policy that covers your medical expenses.
You pay a premium, and the insurer covers
specified health costs.
It lets you get treatment at network hospitals
without paying upfront. The insurer pays the
hospital directly. If you go to a non-network
hospital, or incur expenses outside policy
limits, you must pay yourself.
You can invest a minimum INR 2 lakhs and
multiples of INR 5000 thereon though SmartEdge
Plus. There is no cap on maximum investment.
SmartEdge Plus product is available for both
Axis Bank and Non Axis Bank account holders.
For Axis Bank holders, Funds will be debited
from your linked Axis Bank Account. For Non Axis
Bank holders, Funds need to be transferred to
your Trading ledger before placing SmartEdge
Plus request.
There is no minimum lock in period but an ideal
minimum investment horizon for SmartEdge Plus
product is 1 year.
If the SmartEdge Plus product is subscribed on
any trading day, your account will be debited
within T+1 trading day and post successful
debit, you will start receiving investment ideas
from the next trading day.
There is a yearly fee for SmartEdge Plus of Rs
4,999 + 18% GST on fee incurred. No additional
fee will be charged on top-ups.
It is a unique offering for the customers to
invest in the US stock market directly.
Investors aspiring to invest in some of the
leading global companies like Apple, Microsoft
etc. can seamlessly do so and leverage the
benefit of geographical diversification in their
portfolio.
As a privileged part of this fraternity, you
will experience multiple benefits like:
- Fractional investing - You can invest in less than one share, as low as US$1. For example, you can buy a 0.1 share of Amazon for US$300 (assuming cost of 1 share = US$3,000) and still participate in the growth!
- Easy and hassle-free digital onboarding - With Vested's completely digital account opening process which includes KYC compliance checks, you can open an account with Vested easily
- Seamless fund transfer - Transfer funds seamlessly with Vested's partner banks including Axis Bank.
- Safety - SEC-registered partners ensure safety. Each of your account is insured upto $500K by SIPC (Securities Investor Protection Corporation) and upto $250K by FDIC (Federal Deposit Insurance Corporation). This facilitates a trustworthy global investing platform for you.
- Secure transactions - Security factored in with 256-bit encryption and Secure Sockets Layer (SSL) protecting your global investments using the state-of-the-art log-in methods, automatic logouts, and ID verification to help prevent unauthorized access.
- Investment in products - You get an opportunity to invest in more than 1,000 stocks and ETFs listed in the US along with the curated portfolios - Vests.
Opening your Global Investing account is
completely seamless.
You need to follow the below path: Visit www.simplehai.axisdirect.in -> Offerings -> Global investing. Once you complete the KYC process and upload the necessary documents (Photo ID proof, Address proof etc) Vested will take 1~2 business days to open your account post confirmation of your provided details. Once your account is opened, you can fund the account by transferring money into the brokerage account from your bank account.
You need to follow the below path: Visit www.simplehai.axisdirect.in -> Offerings -> Global investing. Once you complete the KYC process and upload the necessary documents (Photo ID proof, Address proof etc) Vested will take 1~2 business days to open your account post confirmation of your provided details. Once your account is opened, you can fund the account by transferring money into the brokerage account from your bank account.
Investing in global markets will offer you host
of opportunities. Some of which are:
- Diversify your portfolio - You can diversify your wealth by investing in the deepest and widest stock market in the world.
- Risk diversification - US stocks are truly global corporations, thereby giving you a more diversified and risk adjusted exposure.
- Better performance - US stock market has outperformed the Indian stock market over the last 10 years in dollar terms.
- Invest in innovative companies - You can own shares in known companies like Google, Amazon, Apple, Microsoft, Netflix, etc.
Yes. To open your Axis Direct account, click
here
PMS is a personalized investment portfolio managed by a professional, including stocks, bonds, and other securities. It offers the freedom to tailor the portfolio to individual goals and preferences, different from mutual funds where you own units of a collective pool.
Individuals and Non-Individuals such as HUFs, Partnerships firms, sole proprietorship firms and Body Corporate.
Customization: PMS offers personalized portfolios tailored to individual goals and risk profiles.
- Professional Management: Experienced portfolio managers make informed investment decisions on behalf of clients.
- Transparency: Investors receive regular reports detailing their portfolio's performance and holdings.
- Flexibility: PMS allows for direct ownership of securities, offering greater control and tax benefits compared to mutual funds.
It's essential to research and consider factors such as track record, expertise of the portfolio managers, fee structure, risk management approach, and client reviews before selecting a PMS provider. You may explore our page Discover PMS to know the PMS offered by Axis Securities.
Apart from cash, the client can also hand over an existing portfolio of stocks, bonds or mutual funds to a Portfolio Manager that could be revamped to suit his profile. However the Portfolio Manager may at his own sole discretion sell the said existing securities in favour of fresh investments.
A fixed income investment offers regular and
predictable returns, typically in the form of
interest payments. Examples include bonds, NCDs
(Non-Convertible Debentures), and government
securities. These are ideal for investors
looking for stability and capital preservation.
An NCD is a debt instrument issued by a company
to raise funds from investors. It offers a fixed
interest rate (coupon) and cannot be converted
into equity. NCDs are listed on stock exchanges
and come with different tenures, credit ratings,
and payout options.
Yield refers to the effective return you earn on
your investment, usually expressed as a
percentage. It can differ from the coupon rate
depending on the price at which you buy the
instrument (e.g., buying at a discount gives
higher yield).
The coupon rate is the fixed annual interest
paid by the issuer, based on the face value of
the instrument. Yield considers the market price
and actual return.
For example, a ₹1,000 NCD with a 9% coupon pays ₹90/year, but if bought at ₹950, your yield is higher than 9%.
For example, a ₹1,000 NCD with a 9% coupon pays ₹90/year, but if bought at ₹950, your yield is higher than 9%.
Interest on NCDs is paid as per the selected
frequency — monthly, quarterly, annually, or at
maturity. The schedule is predefined in the
offer document. Interest is usually credited
directly to your bank account.
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