Contact Us

1. Express Interest: Visit pbshruti.com and choose your subscription plan.
2. Accept Terms & Conditions: Complete Aadhaar OTP e-signing.
3. Make Payment: Secure payment via UPI QR.
4. Complete e-KYC: Submit KYC Documents (as requested) for verification.
5. Receive Reports: Receive reports via email once KYC is verified.

The model portfolio is rebalanced monthly. Reports include stock weightage changes, additions or deletions, and tactical cash shifts (using liquid bees) based on market conditions.

We recommend a minimum of ₹2,00,000 for the model portfolio. Below this, the cost relative to investment size may be too high. For lower capital, consider our mutual fund picks, which may be more economical.

Most mutual funds allow investments starting from ₹500 to ₹1,000. They are generally well-diversified investments even for smaller capital.

KYC is mandatory under SEBI guidelines. If your KYC fails, we request you to complete it via CAMS, your bank, or your broker. If you’re not comfortable with these options, we offer a full refund, as we cannot provide services without valid KYC.

Due to regulatory restrictions, we are unable to publicly disclose past performance until SEBI-appointed PaRRVA (Past Risk and Return Verification Agency) commences verification of our performance claims.

Yes, you’re free to modify the portfolio. However, we don’t offer customization or execution services. The model portfolio is designed for optimal diversification, and performance is tracked at the portfolio level. Modifying recommendations may affect alignment with our strategy and could lead to outcomes that differ from intended results.

Rebalancing updates ensure your portfolio stays aligned with market shifts and new insights. Monthly updates are provided, but the subscription is billed annually. This service is available only to existing clients.

This is ideal for investors with a high-risk appetite, a minimum investment of ₹2,00,000, and a 5+ year investment horizon. It is designed for long-term equity investors.

Currently, we do not offer automated execution services via broker API integration. We provide recommendations via PDF to your registered email. We are working on this feature and will update clients once available.

We do not offer trading tips. Our focus is on long-term investments through model portfolios or mutual fund recommendations, aiming for value growth over time.

No, we do not offer free trials for our services.

Mutual fund picks are updated annually to ensure they reflect current market conditions and offer the best options for diversified investing.

Our model portfolios are long-term focused. However, we request you to exercise caution when implementing a recommendation at a price significantly different from when the stock was originally added. To ensure alignment with our research and market conditions, we recommend following the rebalancing updates for optimal returns.

One-time purchases like the model portfolio and mutual fund picks are non-refundable. However, the rebalancing report subscription is eligible for a proportionate refund for the unused period. In case of failed KYC, a full refund is provided—regardless of the product chosen.

The investors can choose their preferred mode of payment, such as UPI, IMPS, NEFT, RTGS, or Cheques. If an investor opts to use UPI for the payment to registered intermediaries, then they have to do so only using the new UPI IDs allotted to registered intermediaries.

Investors need to keep following things into consideration:
1. The UPI ID should properly show the name of the intermediary, Compliancify Consulting Do Not Share followed by the short abbreviation of their category for example “brk” for Brokers, “mf” for Mutual Funds to the left of the “@” character.
2. On the right side of the “@”, the new and exclusive handle “@valid” should be present, followed by the bank name.
3. On the confirmation screen, the app should show a white thumbs-up icon inside a green triangle.
4. The QR code generated using the utility will have a white thumbs-up icon inside a green triangle. It will also display the UPI ID just below the QR code.

No, the new UPI IDs are only for intermediaries to obtain and investors can continue to use their existing UPI IDs.

The secure validated UPI ID of intermediaries will use the same banking channel as the earlier generic UPI handles. In case of any technical difficulty, investors are requested to approach their respective bank.