What is Bucket?

Buckets are collection of stocks curated by Registered Investment Advisors according to Investor’s goals & risk profile. These buckets are published by Advisors on MaxFolio platform which are easily available for Investors to choose from.

Portfolio Managment Portfolio Shape
Bucket Star
Bucket Star
Bucket Star
Bucket Star

Journey of Wealth Creation

Wealth Creation journey
Portfolio Creation

Bucket Creation by Advisors

  • Model Portfolio Creation
  • Subscription Plan Assignment
  • Broker/Distributor Assignment
  • Publishing on MaxFolio

Client Onboarding

  • Bucket Selection
  • KYC & Risk Analysis
  • Agreement  E-signing
  • eNACH & Subscription Payment
Client Onboarding</
Order Execution

Order Execution

  • Taking Client Consent
  • API-Based Order Execution
  • File-Based Order Execution
  • Client Portfolio Updation

Rebalance

  • Rebalance Release by Advisor
  • Client Consent for Rebalance
  • Sell and Buy Order Execution
  • Client Portfolio Updation
Rebalance
Subscription management

Subscription management

  • Renewal Reminders
  • Auto-Renewal through eNACH Mandate
  • Manual Subscription Renewal
  • Configurable Grace Period for Renewals

Reports

  • Client Portfolio Performance Reporting
  • Subscription Register Maintenance
  • Consent Log Maintenance
  • Payment Register Maintenance
Reports
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How are we different?

Flexible Billing

Flexible Billing Cycle

Offer clients the choice between anniversary date–based or fixed date–based billing cycles. This flexibility ensures better alignment with their preferences and payment habits.

Tolerance Level in Advice Generation

Allows advisors to define acceptable weightage deviation ranges for stocks within the model portfolio, enabling optimal utilization of client funds and minimizing uninvested balances.

Advice Generation
Consent Taking

Consent Taking – Multiple Options

Support multiple consent mechanisms such as OTP on mobile or email to ensure regulatory compliance while providing user-friendly options. Additionally, provides consent logs for statutory requirements

Robust Advice Generation Logic to Maximize Fund Utilization

Advanced algorithms generate investment advice that optimally allocates available funds, minimizing idle cash and maximizing portfolio efficiency.

Maximize Fund Utilization
Inward Stock

Inward Stock Options

Allow clients to bring their existing holdings into the insights platform, enabling seamless utilization with new investment strategies.

Get in touch

Feel free to reach out anytime.