Ledger 02 — RM-assisted
Portfolio Management
Discretionary and non-discretionary portfolios, managed by professional fund managers and matched to your goals — minimum investment ₹50 lakh, per SEBI PMS regulations.
Strategies
Choose a strategy.
Every strategy is discussed with a Relationship Manager before onboarding — this isn't a self-serve purchase.
How it works
From conversation to onboarding.
01
Discuss goals
Tell your RM your risk appetite, horizon and target outcomes.
02
Risk profiling
A short assessment matches you to a suitable strategy.
03
Strategy selection
Review the recommended strategy, fees and past performance.
04
Onboarding & funding
Complete documentation and transfer funds to begin.