Asset Yogi Wealth

All in One Platform for Research-Backed Mutual Fund & Stock Portfolio

Research based Investing Zyada Sahi Hai.

How AssetYogi Wealth Works

Tell us your Goals

Share your goals, your timeline, and your risk comfort. We listen to what you want, and when you want it. And map it to your plan.

We design your Portfolio

Dynamic construction using our Attackers (growth) + Defenders (stability) model and simulation-based allocation.

You Relax. We Rebalance

Market changes? New opportunities? We proactively rebalance your portfolio to keep you on track for maximum growth.

Our Research Engine

1 Mutual Fund Portfolio

Filter based on 40+ metrics. Allocate via Simulations; adapt tactically with market conditions.

2 Stock Model Portfolio

Filter based on 100+ metrics. Allocate via Simulations; adapt tactically with market conditions.

3 Active Rebalancing

Rebalance with cost-benefit analysis. Avoid needless churn, exit loads, and avoidable taxes.

One App That Decides Best for You

Investing is not just about “picking a good fund.” It’s about picking the right one at the right time.

Your Wealth, Simplified.

Investing is not just about “picking a good fund.” It’s about picking the right one at the right time. Our models minimize volatility when markets are tough and capture growth when momentum is strong, rebalancing as the market shifts to ensure maximum compounding.

Experience seamless tracking, expert recommendations, and dynamic rebalancing, all designed to help you achieve your financial goals with ease.

Frequently Asked Questions

Q1: How are your model portfolios created?

Each model portfolio is built using in-depth research, sector outlook, macro trends, and historical performance. We regularly update them based on market movements and your evolving goals.

Q2: Are these portfolios personalized?

Yes. While the base portfolios are pre-curated by risk category — Conservative, Balanced, Aggressive — we personalize recommendations after understanding your goals, investment horizon, and risk appetite.

Q3: Is this a SEBI-registered advisory service?

We operate as an AMFI-registered Mutual Fund Distributor and offer model portfolios based on extensive research. For stock portfolio management, we collaborate with SEBI-registered RA.

Q4: What’s included in the free portfolio review?

We analyze your existing mutual fund or stock investments, assess alignment with your financial goals, and highlight overlaps, underperformance, or unnecessary risks — all at no charge.

Q5: Can I invest directly through your platform?

Yes. Once we finalize your plan, our team will guide you through the investment process using secure and compliant platforms. Everything is handled seamlessly.

Q6: How do your stock recommendations work?

Get a ready-to-use stock model portfolio of carefully researched, high-conviction ideas — with defined position sizes and an annual rebalance built into the framework.

Q7: Will I get access to a relationship manager?

Definitely. Unlike DIY platforms, we believe in human conversations. You’ll get a relationship manager assigned.

Q8: Is there a minimum investment required?

There’s no fixed minimum. But to effectively follow our diversified portfolios, we recommend starting with at least ₹40,000 across funds/stocks. We’ll guide you step-by-step.

Q9: How do I get started?

Simple. Click on “Book a Call”, and we’ll help you take it from there.

Let Your Money Grow Smarter

Fill out the form below to get started on your wealth growth journey.

Empowering you with clear, actionable financial knowledge for a secure future.

Quick Links

Legal & Contact

DisclaimersARN-333379 (Date of initial registration: 7th July 2025 & Current Validity: upto 6th July 2028)

Research Analyst details (SEBI): Vidfin Technologies Pvt. Ltd. (Trade Name: Vidfin) — SEBI Registered Research Analyst (INH100009752) | BSE Enlistment No. 5574 | CIN: U67100DL2022PTC392879.

Registration granted by SEBI, enlistment with an exchange, and NISM certification do not guarantee performance or assure returns.

Investment in securities market is subject to market risks. Read all the related documents carefully before investing