digiPortfolio is an investment platform that offers you the best of human expertise and technology to help you choose a ready-made portfolio of mutual funds suited for your risk appetite, and that helps move your wealth in the right direction.
Each portfolio is essentially a basket of top-rated mutual funds that are handpicked by MorningstarTM
MorningstarTM is a leading investment firm with over 37+ years of expertise. The organization brings together local investment management experience and global resources to deliver long-term investment results to clients and end-investors around the world.
Each portfolio is essentially a basket of top rated mutual funds that are handpicked by MorningstarTM.
Risk profile based portfolios: Choose a portfolio that matches your risk appetite
Automated asset allocation: Based on risk suitability the portfolios hold a diverse set of uncorrelated assets such as domestic and international equity, debt and money-market
Enjoy full transparency of your holdings with detailed fund selection rationale, asset class, and fund level breakdown on each portfolio.
Regular insights and updates from MorningstarTM on your invested portfolios
Customization: Build your own portfolio from MorningstarTM’s list of recommended funds.
RM connect: Reach out to relationship managers at your convenience (only for Signature Portfolio holders)
Start investing with an amount as low as Rs. 10,000, and enjoy zero transaction charges and no lock in period.
Top-up or withdraw your funds on the go.
Yes, it is for you, if you…
Don’t have enough time or expertise to track the market
Want a detailed fund selection rationale for each fund in the portfolio that answers ‘Why this holding?’
Want regular insights and updates from MorningstarTM on your invested portfolios
Want to achieve your long-term and short-term goals
Want to use this as your long-term strategy to supplement your other investments
MorningstarTM will follow its proprietary fund selection process to construct portfolios:
MorningstarTM applies its expertise in asset allocation, investment selection, and portfolio construction, to create strong investment strategies. Its process is built on rigorous, independent research.
MorningstarTM follows a rigorous 12-step process that can be consistently used for portfolio construction — MorningstarTM Investment Methodology
Valuation-Driven Asset Allocation approach: Valuation-driven asset allocation involves investing over the long term in assets that are priced to deliver attractive returns.
MorningstarTM assigns a ranking to every mutual fund, on the scale of 1-5 stars, taking into account past fund performance, risk adjusted returns and volatility
Select ‘INVEST’ and click on digiPortfolio.
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