Master Your Wealth with Data-Backed Model Portfolios

Invest in scientifically curated baskets of stocks designed by SEBI-registered Analysts. Achieve consistent growth with portfolios tailored for every risk appetite.

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High Risk
Volatile Strategies for Aggressive investors.
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Medium Risk
Balanced approach towards asset allocation.
14+
Model Portfolios
15,000+
Happy Clients
9+ Years
Research Excellence
SEBI
Registered Research Analyst
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What are Model Portfolios?

Ready-made portfolios engineered for your specific financial goals

Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, Actively managed Equity Funds, Index Funds and ETFs.

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Conservative

Capital protection with steady returns.

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Moderate

Balanced mix for growth and stability.

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Aggressive

High-growth strategies for risk-takers.

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Research Methodology
Scientific Approach

Our portfolios are managed with input from the expert team behind Fund-O-Meter and Stock-O-Meter, whose research has empowered thousands of investors.

Full details of our philosophy and how it worksarrow_forward
infoConstructed for long-term alpha generation.

Pick Your Model Portfolio

Find the perfect strategy that aligns with your financial goals and risk profile.

ETF

Global Equity Portfolio

Provide meaningful international equity diversification for investors whose primary exposure is already in India.

Min. Investment
$100
Subscription
₹14999 /Year
rocketAggressive
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MF + Stocks

Model Portfolio (All Indian Equity)

Access to All Yadnya’s Model Portfolios. Fundamental Analysis based Ready made Stock & Mutual Fund portfolios.

Min. Investment
NA
Subscription
₹15500 /Year
balanceModerate
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MF + Stocks

Growth Model Portfolio

A portfolio of actively managed funds and stocks for aggressive risk taking investors.

Min. Investment
₹48,758
Subscription
₹4500 / Year
rocketAggressive
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MF

Wealth Creation - MF Only

A Multi-asset, Diversified & aggressive risk portfolio for your Wealth Creation goal.

Min. Investment
NA
Subscription
₹3000 /Year
rocketAggressive
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Stocks

Quanto-Funda Model Portfolio

A Multicap Portfolio based on Quantitative factors of Fundamental Analysis.

Min. Investment
₹190,105
Subscription
₹4500 /Year
balanceAggressive
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Stocks

SIP - Stock Only

A stocks only portfolio for moderately aggressive risk taking investors.

Min. Investment
₹13,416
Subscription
₹4500 /Year
rocketAggressive
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Stocks

Value - Stock Only

A Techno-Fundamental Large & Midcap portfolio for Moderate Risk Profile Investors.

Min. Investment
₹68,864
Subscription
₹4500 /Year
balanceModerate
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Stocks

Small & MidCap - Stock Only

A Fundamental based, diversified small & midcap portfolio for very high risk takers.

Min. Investment
₹48,583
Subscription
₹4500 /Year
rocketAggressive
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MF

All Seasons ETF Portfolio

A multi-asset & hybrid ETF portfolio.

Min. Investment
₹2,469
Subscription
₹3000 /Year
securityConservative
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Stocks

NextGen Opportunities

A thematic Ready-made stock portfolio focused on High growth Electric Vehicle & Green Energy sector.

Min. Investment
₹66,178
Subscription
₹4500 /Year
RocketAggressive
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Stocks

Student and Early Earner Model Portfolio

A fundamentals based multi-cap, small denomination portfolio for young investors.

Min. Investment
₹9223
Subscription
₹3000 /Year
balanceModerate
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How It Works

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1. Choose and Purchase

One click Stock purchase and rebalancing for Indian Stocks and Equity via your broker.

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2. Manual Route

Manual Purchase through client preferred route for Mutual Funds and Global portfolios.

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3. Rebalancing

Quarterly One-Click Rebalancing for Indian Stock; Email Aletrs for MF & Global subscribers for manual rebalancing.

What Sets Us Apart?

Decades of market expertise distilled into actionable insights.

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Dynamic Investment approach

Strategic and long-term fundamental approach with tactical views on economy and markets.

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Based on Deep Research

Our model portfolios represent the best of stocks and mutual funds based on our deep research.

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Vast multi-asset experience

Our research team has designed portfolios for more than 20,000 investors over the last 5 years.

Investor Testimonials

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"Invest Yadnya portfolio has been a cornerstone of my financial planning. Their research depth is unmatched."

Gaurav Aggarwal
Senior Marketing Professional, Maruti Suzuki
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"As an independent investor I appreciate the transparency and data-driven approach."

Isha Mahajan
IT Professional, Cognizant

Frequently Asked Questions

Model Portfolios are ready-made portfolios created by our Research team. These portfolios are created based on our Fundamental Analysis based research of Stocks & Mutual Funds with the Long Term investing view. We share complete research of each Stock and Mutual Fund suggested in the portfolios. We also give complete entry and exit reasons for each stock and mutual Fund in the specific model portfolio. These portfolios are regularly monitored by our research team and changes are done along with a complete analysis and transparent view.
Yes, we have launched the execution platform for hassle-free Investments journey for Indian Stocks, Once you log in you find the INVESTNOW button from where you can Invest through your respective broker accounts from InvestYadnya website. For Mutual Funds and Global Portfolio - you will still have to invest manually.
Yes, we have the One-Click hassle-free Rebalancing option for Indian Stocks - you will find the Re-balancing TAB on our website and with 2 steps you can re-balance the portfolio. For Mutual Funds and Global Portfolio, you will have to do the rebalancing manually.
Complete details about the portfolios are given in their respective Methodology Documents. It will help you identify the right one for you. In case you need any further clarification, you can reach out to us on contact@investyadnya.in.
Past performance of the portfolio along with the benchmark is given in respective Methodology Document
All the portfolios are rebalanced regularly (quarterly/bi-annually) and detailed review is done by our research team. Next review dates are mentioned in Methodology documents. Portfolios are regularly monitored and changes are done even between rebalancing dates based on any major news or event.

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