Research Based Investing
Zyaada Sahi Hai
Give Double Engine Growth
to your portfolio with highly curated Mutual Funds & Stocks.
Curated Mutual Fund Portfolio
Model Stock Portfolio
Timely Rebalancing
Dedicated RM Support
One App for your Entire Family
Curated Mutual Fund Portfolio
Model Stock Portfolio
Timely Rebalancing
Dedicated RM Support
One App for your Entire Family
The AssetYogi Wealth Advantage
How our expertise outperforms the traditional approach.
Traditional Approach
AY Wealth Approach
Selection
Sell NFOs, Sectoral/Thematic Funds without understanding risk and return profile.
VS
Research-Backed
Perform deep fundamental research and market cycle assessment before recommending.
Allocation
Random suggestions, no systematic asset allocation.
VS
Data-Based
Suggestions based on 20 years of backtested data on our simulation model.
Portfolio Review
No review and rebalancing, compromising returns.
VS
Active Rebalancing
Regularly track portfolios, and rebalance as and when required. Keeping costs in mind.
Scattered Tips
Fragmented tips for stocks & MFs, no real synergy.
VS
The Real Advantage
Curated Mutual Funds + Stocks portfolio providing a Double Engine growth to your portfolio.
Regular Assessment
No real portfolio review or deep dive into whether your strategy is actually performing.
VS
Benchmarked Results
Portfolio reviews are strictly benchmarked against market indexes to ensure consistent Alpha generation.
How AssetYogi Wealth Works?
01
Goal Based Planning
Share your goals, your timeline, and your risk comfort. We listen to what you want, and when you want it.
02
Curated Portfolio
Our experts analyze over 100+ metrics to select the best-fit investment for you.
03
Review & Rebalancing
Market changes? New opportunities? We proactively rebalance your portfolio, keeping exit loads and taxes in mind.
Backed by Science.
Not Sentiment.
Our proprietary Simulation Model suggests the best portfolio for Bull, Bear, and Sideways markets.
Data Driven Allocation
We don’t rely on “gut feeling.” Fund weights are strictly based on back-tested strategies and quantitative data.
Multi-Cycle Framework
Markets go up & down. Our framework is engineered to adapt for Bull, Bear, and Sideways markets.
Correlation Analysis
True diversification isn’t owning 30 funds. We analyze correlations b/w funds to ensure optimum diversification.
Learn with AY Wealth
Join 4 Million+ investors who trust AssetYogi for honest, data-backed financial knowledge.
Stop
Investing Blindly
Get the strategy that adapts to the market, protects your downside, and captures the upside.
Your Questions, Answered
How is AY Wealth different from other investment apps?
Most investment apps are transaction platforms; we provide research-based investing. While they show “Top Rated” funds based on past returns, we build portfolios based on deep fundamental research and quantitative simulation model.
How can I manage my family’s investment on AY Wealth?
Our platform allows you to create family accounts where you can track and manage portfolios for multiple members under a single dashboard while keeping individual holdings secure and separate.
How do I get started?
Simply book an expert call. We conduct a wealth audit, understand your goals, and then prepare a research-backed strategy and provide operational hand-holding.
Is my capital safe with AY Wealth?
Yes. Your investments are held in your own name with regulated AMCs and DP participants. AY Wealth is a service provider and only providing the research and strategy.
Why do I need an “Expert Call” if I can just pick top-rated funds myself?
Top-rated funds change every 6 months. An expert provides the asset allocation strategy, psychological conviction during market crashes, and the rebalancing logic that DIY investors often miss.
How often do you rebalance, and will it increase my taxes?
We rebalance based on fundamental/market triggers. Our logic is tax-efficient—we prioritize long-term gains and only suggest changes when the Alpha generation outweighs the tax cost.
Book My Expert Call