An Intelligent Advisory Portfolio is a professionally curated portfolio of stocks designed by market experts based on research, investment objectives and risk profile. It helps investors participate in the equity market without selecting individual stocks on their own.

It is suitable for investors who want professional guidance, prefer a structured investment approach and may not have the time or expertise to actively manage their own portfolio.

Market experts create and monitor a diversified portfolio. Based on changing market conditions, research and investment strategy, recommendations such as additions, exits or rebalancing are shared with investors.

The minimum investment amount depends on the selected portfolio strategy. Different portfolios may have different entry requirements based on their investment objectives.

Yes. Depending on the selected portfolio, investors may have the flexibility to invest through Lump Sum or Systematic Investment Plans (SIP).

Yes. The portfolios are regularly reviewed by investment professionals who monitor market developments and recommend changes whenever required to keep the portfolio aligned with its strategy.

Yes. Investors can monitor their portfolio performance, holdings and advisory updates through the investment platform, providing complete transparency over their investments.

Yes. These portfolios generally invest across multiple sectors and companies to help reduce concentration risk while aiming for long-term wealth creation.

Yes. Investors seeking a professionally managed investment solution without the need to research and select stocks individually may find Intelligent Advisory Portfolios suitable, subject to their financial goals and risk appetite.

FundZweis combines research-driven investment strategies, disciplined portfolio management, continuous monitoring and dedicated support to help investors build long-term wealth through professionally managed equity portfolios.