Uploaded on Jan 19, 2023
We are India's first online broker & investment adviser giving you a complete solution for investing in the stock market. We provide expert advice, research reports.
Online NSE & BSE registered Broker & Investment adviser in India
Benefits of YES SECURITIES
Trading Account
Visit : www.yesinvest.in
We make investing as easy as
booking a cab
Stock Health Advance Tools & Live Portfolio Research Backed
Score Charts Tracker Solutions
What is Wealth Basket?
A Wealth Basket is a basket of stocks or ETFs, that helps you build
profitable, low-cost diversified, long-term as well as short term
portfolios. Each Wealth Basket reflects an investment strategy or theme
or an idea with underlying stocks or ETFs exchange traded fund and
customized following a rigorous research and back testing process.
Product Features
Portfolio-based investing across diverse market segments and
capitalizations, for optimizing returns and protecting downside
Ready-made themes & strategies curated by YES SECURITIES
research analysts for simplified online investing via Web/Mobile App
Flexibility for customers to subscribe/rebalance/exit from basket
investments online without any physical documentation
Opportunity for customers to invest in themes such as Chemical,
Momentum based etc., that are not accessible through Mutual Funds
and other assets
100% transparency, ownership and control over the holdings for the
customers
The fund seeks to generate consistent, risk-
adjusted returns for investors over the long-
term. The fund employs diverse trading
Alpha: Aims to deliver superior risk adjusted
strategies in the derivatives market with the Product Concept
returns consistently over longer period
objective of earning profits from both
upward and downward price movement in
Alternates Alpha Plus the underlying securities.
Fund
Strong Risk Management: Strategies are Strategies: Diverse investment strategies Asset Class: The Fund will invest in equity-
devised basis statistical & quantitative with moderate volatility to gain stable annual
related Financial Derivative Instruments
research that are proven, and time tested absolute returns
Investors seeking superior risk-adjusted Investors seeking asset diversification to
Product Suitability
returns over existing investment options complement existing portfolio
Investors looking to earn consistent returns Investors who are looking to generate returns Suitable for investors who have high risk-
in all market scenarios over a longer period taking ability
In our endeavour to be the one stop solution to your investment
goals, we present to you the 'Mutual Fund Platform', an end-to-
Mutual end digital avenue to help you invest in mutual funds from your
trading account.
Fund
Features of Online Mutual Funds
• End to End digital journey to invest in Mutual Fund
• Online comparison between schemes of same or multiple
categories/asset classes
• Separate portfolio tracking for MF investment apart from your
direct equity investment
• Customized mutual fund holding statements like Detailed
Holding, Capital Gain Statement etc.
• Zero transaction Fee with no maximum investment limits (Exit
Load applicable as per SID)
• Cut off timings allowed as per exchange timings with no cooling
period
• Investments and tracking of Portfolio online via Web/Mobile App
• Financial Calculators to help in goal planning and wealth creation
Global Investment
NETFLIX. TESLA. GOOGLE. APPLE.
BUILD YOUR TRULY GLOBAL PORTFOLIO WITH YES SECURITIES
Access to 30+ global markets and 35,000+ investment instruments
Invest in popular global brands and emerging business opportunities
Build a 'truly global' and diversified portfolio across developed and
developing markets
Free access to comprehensive multi-asset research, news and analytics from
across globe
Access to proprietary videos and podcasts on macro economics and thematic
trends
Benefit from real-time, multi-asset trading opportunities driven by AI and big
data
Seamlessly trade in stocks, commodities, currencies, ETFs, mutual funds,
managed portfolios etc.
Visit at www.yesinvest.in
Queries:
[email protected]
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