Share.Market provides a range of WealthBaskets directly on its platform.
A WealthBasket is a pre-built basket of stocks or ETFs curated using intelligent, data-driven, and research-backed investment strategies or themes. Share.Market has a Research Analyst License from the Securities and Exchange Board of India (SEBI). Each WealthBasket's underlying stocks and ETFs are weighted based on a thorough research process conducted by Share.Market Research.
Investors can access WealthBaskets by opening a demat and trading account with Share.Market, a PhonePe product. This process includes completing a quick KYC registration. Once your account is active, you'll gain free access to a wide selection of WealthBaskets to explore and invest in.
Key Features of WealthBaskets
- WealthBaskets are designed for all types of investors, from beginners to seasoned pros
- Enjoy free access to WealthBaskets by opening an account with Share.Market
- Enjoy diverse, pre-built asset allocation strategies through WealthBaskets, tailored to suit every type of investor
- Choose from theme-based investments like digitalization, consumption, India's chemical industry growth, and more
- WealthBasket's data-driven insights make investing easier, reducing the need for extensive research
- WealthBaskets can be sorted based on factors, ETFs, sectors, returns, and minimum investment amount
- WealthBasket provides full transparency, enabling you to track the performance of individual stocks or ETFs with ease
- Be a part of India's growth with WealthBasket, with investment amounts starting at as low as ₹1000
- Easily align your WealthBaskets with the investment strategy by responding to rebalancing alerts on the Share.Market app
How to Invest in WealthBasket through PhonePe’s Share.Market?
The steps to invest in WealthBaskets through Share.Market a PhonePe product are as follows:
- Open the Share.Market app or visit the web browser and log in
- On the Discover page, tap on the WealthBasket widget
- Browse and select a pre-built basket to invest in, using the desired filters
- Review the stock or ETF components within the basket
- Enter the minimum amount of investment or a higher amount if preferred
- Tap on the ‘Invest Now’ button
- Confirm your order by clicking ‘Confirm and Place Your Order’
How to Track Purchased WealthBaskets on Share.Market?
For App Users:
- Navigate to the ‘Portfolio’ section in the Share.Market app
- To monitor individual stocks or ETF components:
- Select ‘All Holdings’ to view them all
- To check the performance of your WealthBaskets:
- Select ‘WealthBaskets’ for an overview of their performance
For Browser Users:
- Click on ‘Holdings’ to track individual stocks or ETF components
- Click on ‘WealthBaskets’ to view a performance summary of your WealthBaskets
