Our flagship managed investment programs provide access to diversified portfolios professionally managed by our expert team. Each program is designed for specific investment horizons and risk profiles, ensuring your investments align with your financial goals.
With InvestPro's managed investment programs, you benefit from institutional-grade research, continuous portfolio monitoring, and strategic rebalancing without the day-to-day management responsibilities. Our experienced portfolio managers make informed decisions based on comprehensive market analysis and rigorous research methodologies.
Choose from our range of managed investment programs tailored to different risk profiles and financial goals
Capital preservation with steady income
Minimum Investment: ₹5,00,000
Lock-in Period: 12 months
Expected Returns: 8-10% CAGR (subject to market conditions)
Ideal For: Investors seeking capital preservation with moderate returns
Optimal blend of growth and stability
Minimum Investment: ₹5,00,000
Lock-in Period: 24 months
Expected Returns: 10-12% CAGR (subject to market conditions)
Ideal For: Investors seeking balanced risk-return profile
Maximum capital appreciation for long-term investors
Minimum Investment: ₹5,00,000
Lock-in Period: 36 months
Expected Returns: 12-15% CAGR (subject to market conditions)
Ideal For: Investors with high risk tolerance seeking long-term growth
Regular income streams for retirement planning
Minimum Investment: ₹5,00,000
Lock-in Period: 24 months
Expected Returns: 9-11% CAGR with regular payouts
Ideal For: Retirees and investors seeking regular income
A systematic approach to managing your investments
We begin with a comprehensive assessment of your financial goals, risk tolerance, investment horizon, and current financial situation to determine the most suitable investment program.
Our expert team constructs a diversified portfolio tailored to your selected program, allocating assets across various classes, sectors, and geographies based on our research and market outlook.
Our portfolio managers continuously monitor your investments, making tactical adjustments as market conditions evolve while staying aligned with your long-term objectives.
We conduct regular performance reviews and rebalance your portfolio as needed to maintain optimal asset allocation and ensure alignment with your financial goals.
Why choose our managed investment programs
Benefit from the expertise of our experienced portfolio managers who make informed investment decisions based on comprehensive research and analysis.
Our programs provide instant diversification across multiple asset classes, sectors, and geographies, reducing concentration risk and enhancing returns.
Your investments are continuously monitored by our team, with timely adjustments made to respond to market changes and opportunities.
Save time and effort by letting our experts manage your investments, allowing you to focus on other important aspects of your life.
Answers to common questions about our managed investment programs
The minimum investment amount for all our managed investment programs is ₹5,00,000. This allows us to create a well-diversified portfolio that can effectively manage risk and optimize returns.
You will receive comprehensive monthly statements detailing your portfolio performance, transactions, and holdings. Additionally, we provide quarterly performance reviews and annual detailed reports.
Yes, you can switch between different investment programs based on your changing financial goals or risk tolerance. However, switching may be subject to applicable fees and tax implications.
Our portfolio managers are compensated through a transparent fee structure based on a percentage of assets under management. This ensures their interests are aligned with yours – to grow your portfolio value.
Our investment advisors are ready to discuss how our managed investment programs can help you achieve your financial goals
InvestPro Asset Management Pvt. Ltd.
Tower B, 12th Floor
Pinnacle Business Park
Bandra Kurla Complex
Mumbai - 400051
Maharashtra, India
invest@investpro.com
+91 22 4567 8900
Monday - Friday: 9:00 AM - 6:30 PM IST
clientservices@investpro.com
+91 22 4567 8901 (Priority Line)
Monday - Saturday: 9:00 AM - 7:00 PM IST
Schedule a consultation with our investment advisors to discuss your financial goals and explore our managed investment programs
Book a Consultation
