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Model Portfolio

Flexi-cap Model Portfolio

A high-conviction, high-risk equity model portfolio built with a flexi-cap approach, selecting quality businesses across market capitalizations — large-cap, mid-cap, and small-cap — without being constrained by sector or theme.

Ideal For
  • Investors with an active demat account
  • Comfortable executing trades independently
  • Willing to invest a minimum of ₹2,00,000 for cost-effectiveness

Risk Level: High

Intended for investors who can withstand volatility and aim for long-term capital appreciation

Benchmark Index

Benchmarked to NSE 500 TRI

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Pricing Structure

ComponentPrice (Excl. GST)Details
Initial Model Portfolio₹15,000 (one-time)**Delivered post-onboarding; includes stock list, allocation weights, rationale
Rebalancing Report (Year 1)₹5,000 (discounted)**Optional; billed annually; for portfolio alignment & performance tracking
Rebalancing Report (Year 2 onward)₹15,000 annuallyStandard annual renewal for continued updates

Note: Rebalancing subscription is only available to existing model portfolio clients.

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Rebalancing Frequency & Format

Monthly rebalancing reports provided, unless a major market event triggers an interim update

Every report includes:

  • Stock additions/deletions
  • Weight changes
  • Detailed rationale

Format: PDF file sent to your registered email address

If the delivery mechanism changes in the future, we will notify all existing clients in advance.

Onboarding, Support & Refund Policy

We aim for a seamless experience, but if you need assistance, we’re here to help.

Support: Visit our Contact Us page to raise a query or grievance.

Refunds:

  • Full refund if KYC fails or the user does not wish to proceed after KYC initiation.
  • No refunds once the Model Portfolio or Mutual Fund Picks PDF is delivered.
  • Pro-rata refund for Rebalancing Report subscription, upon receiving an official cancellation request via email.
Compliance Note

PB Shruti operates in full compliance with the SEBI (Research Analysts) Regulations, 2014. All recommendations are backed by in-house research and shared only after proper onboarding, including KYC verification.

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Get in Touch with
PB Shruti

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