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How can I invest in stock portfolios?

In order to invest in stock portfolios, you need to have an active demat account with a broker

You can place orders through brokers, including*:

  • Zerodha
  • 5paisa
  • AliceBlue
  • Nuvama
  • Upstox
  • Angel One
  • Groww
  • HDFC Securities
  • Kotak Securities
  • Axis Direct
  • IIFL Capital
  • Motilal Oswal
  • Trustline
  • ICICI Direct

If you have a demat account with any of the above-mentioned brokers, here are the steps to invest in a stock portfolio:

  • Choose a stock portfolio based on your goal and investment horizon. Choose the payment mode (SIP or lump sum) and amount.
  • Once done, we will recommend the optimum allocation as per the market trends and show the detailed list of stocks and ETFs that you need to invest in.
  • Once you have reviewed the order, selected your broker, you will be redirected to the broker’s login page to place the order.
  • Once the order is placed, you will be redirected back to the ET Money platform, where you can track your portfolio.

A few points to be noted here:

  • If you have placed a successful portfolio order with a broker, you cannot change your broker later for placing orders.
  • In case you do not have sufficient funds in your broker account, you will be given the option in your broker platform to add more funds.
  • Due to any issue if your order is partially filled, you will be given an option to complete your order on the ET Money platform.

*ET Money has integrated with CASE Platforms Private Limited, a third-party technology service provider that enables investments seamlessly through multiple brokers. ET Money does not have any direct integration with these brokers.

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