IAP are a diverse range of pre-packaged equity portfolios advised by Registered Investment Advisors (RIAs), ideal for both active and passive investors. These portfolios are curated & monitored by the RIAs and follow strict rules & parameters to …

Intelligent Advisory Portfolios (IAP) offer a hassle-free way to invest in equity markets without extensive research. Curated and monitored by Registered Investment Advisors (RIAs), these diverse, pre-packaged portfolios are ideal for both active and passive investors, adhering to strict rules to manage risk and returns.

2% per annum on the Assets Under Management (AUM), which is split into 1% upfront for the first 6 months based on the daily average AUM. Brokerage charges apply only when there is rebalancing in the portfolio, along with statutory costs.

18k+ Clients Now Trust IAP with ₹1000 Crore AUM! The Intelligent advisory Portfolios are one of the most invested Products by our clients as it gives the advantage of managed portfolio without going through the trouble of research or tracking the stocks market.

Intelligent Advisory Portfolios (IAP) A diverse range of pre-packaged Equity Portfolios ideal for investors and traders who want to participate in the markets but do not have enough time to manage their portfolios.

1. To access Accommodate, go to https://aum-accommodate.symplicity.com/ This page will ask you “What type of user are you?” Either “Student” or “Faculty”. 2. Choose “Student” and sign in with your AUM username and password.

Feb 5, 2024 · AMFI data shows that 34 AMCs conducted 10,364 IAPs (Investor Awareness Programs) in FY 2022-23. This number is 23% higher than FY 2021-22 where 33 AMCs held 8,426 such programs. The total participation also reported a massive growth of 45%.

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May 24, 2016 · AMFI’s committee on Financial Literacy met SEBI yesterday to seek the regulator's suggestions on how to utilize IAP corpus. AMFI has called a general body meeting in which it has invited all MF CEOs on May 30.

Indie Asset Partners is a hedge fund with 357 clients and discretionary assets under management (AUM) of $734,283,413 (Form ADV from 2024-10-08). Their last reported 13F filing for Q4 2024 included $127,319,339 in managed 13F securities and a top 10 holdings concentration of 59.83%.