Wise Advisor is a unique feature being provided by AxisDirect for its customers wherein
For Equity investment, smallcase feature is provided
smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 20 stocks that reflects a theme, idea or strategy.
Smallcases are centered around:
• A trending market theme like rising rural demand or
• A financial model like zero debt or
• Different risk profiles viz. aggressive, balanced and conservative
You can choose a smallcase based on a theme that you are positive on, invest in it in 3 clicks and track & manage multiple portfolios seamlessly.
smallcases aren't a means of recommending or advising investors. Choosing a smallcase is up to each individual.
For Mutual Fund investment, MF advisor is the option provided
MF Advisor is a robust & friendly advisor which will assist you in building your MF investment portfolio as per your financial goals, risk appetite and time horizon - instantly, anytime, and anywhere.