Smart, Diversified
Investing Made Simple

Discover expertly curated low-cost stock and ETF baskets, tailored for long and short-term gains through expert strategies only with Wealth Box

Diversify your Investment with Wealth Box

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Why Choose Wealth Box?

Diverse Themes Across Markets

Invest in themes like Chemicals and Momentum for optimised returns.

Simplified Investing

Access research-backed, ready-made themes online via Web or Mobile App.

Flexible Basket Management

Easily subscribe, rebalance, or exit investments online without paperwork.

Full Transparency & Control

Enjoy complete ownership and visibility of your WealthBox holdings.

Consistent, Risk-Adjusted Returns

Generates reliable, risk-adjusted performance for investors over the long term.

What is Wealth Box?

A wealth box is a collection of equities or exchange-traded funds (ETFs) that can be used to create diversified, low-cost, long-term, and short-term investments. With underlying equities or Exchange Traded Funds (ETFs) in India that are weighted and modified after a thorough research and backtesting procedure, each Wealth Box represents an investment strategy, topic, or philosophy.

How Does Wealth Box Work?

Wealth Box consolidates investments in one place, providing a real-time view of holdings across various asset classes. It tracks stocks, mutual funds, and other securities and optimises investments by providing actionable insights. Wealth Box monitors market trends and offers personalised recommendations, guiding investors on when to buy, hold, or sell based on real-time analysis. It also Wealth Box consolidates investments in one place, providing a real-time view of holdings across various asset classes. It tracks stocks, mutual funds, and other securities and optimises investments by providing actionable insights. Wealth Box monitors market trends and offers personalised recommendations, guiding investors on when to buy, hold, or sell based on real-time analysis. It also provides detailed performance reports and risk assessments, allowing data-driven decisions. Wealth Box is intuitive and easy to access through trading platforms, automating tasks like tracking dividends, capital gains, and rebalancing. It simplifies investments management, maximises returns, and keeps investors on track to achieve financial goals in an organised and efficient way.

Benefits of Wealth Box

Comprehensive Investments Management:Consolidates all investments in one place, giving you a clear overview of your holdings.
Personalised Investment Insights:Provides tailored recommendations to optimise your investments based on market trends.
Automated Investments Rebalancing:Simplifies rebalancing, ensuring your investments remains aligned with your investment goals.
Real-Time Performance Tracking:Monitors the performance of your investments and alerts you about significant changes.
Risk Assessment Tools:Helps assess the risk of individual securities and your overall investments, enabling informed decision-making.
Simplified Dividend and Capital Gain Tracking:Automates tracking of dividends and capital gains for seamless investments management.
Data-Driven Decisions:Offers in-depth analysis and reports to support smart, evidence-based investment strategies.
User-Friendly Interface:Easy to navigate, making it suitable for both novice and experienced investors.
Cost Efficiency:Reduces the need for manual tracking, saving time and minimising errors.
Customisable Alerts:Notifies you of market shifts and investments changes, ensuring you never miss important updates.

Did you know? Wealth Box not only helps diversify your investments but also provides real-time insights to optimise your investments like a pro!

Check all available Wealth Box and their Performances

FAQs on Wealth Box

What is WealthBox, and how can it help me?

WealthBoxes are curated collections of stocks and ETFs designed to simplify and enhance your investment journey. They help diversify investments based on your risk tolerance (high, medium, low) and investment type. Use the Featured Baskets section to explore and bookmark baskets for your watchlist.

How can I subscribe to a WealthBox?

Select a basket from Featured Baskets, review its details, and click Subscribe Now. Complete KYC verification, select a subscription plan and make a payment. After subscribing, you'll access the basket’s constituents and analytics.

How do I invest in a subscribed WealthBox?

Navigate to the basket's overview page and click Invest. Choose between a one-time payment or a monthly SIP. Confirm your order to execute trades via your Yes Securities account.

How do I rebalance my WealthBox?

When rebalancing is recommended, you'll receive a notification and a Rebalance Pending tag. You can either accept the changes by clicking Apply or ignore them. Ignoring rebalancing may affect performance.

What is the subscription cost for WealthBoxes?

Costs vary based on the basket. View pricing by clicking See Plans on the basket page.

What happens if my subscription expires?

You'll lose access to basket details, updates, and rebalancing. However, your current investments remain unaffected. Renew your subscription to maintain full access.

How do I buy more shares in an invested WealthBox?

Go to My Baskets, select your basket, and click Buy More. Enter your investment amount, review, and confirm to execute the order.

How can I partially sell a WealthBox?

In My Baskets, select the basket, and click Sell. Choose stocks to sell, review the changes, and confirm your order.

What if a full exit from a basket is partially successful?

Go to My Baskets and click Sell Shares. Select Full Exit to see the remaining stocks for sale. Confirm the order to complete the process.

Where can I view buy/sell orders?

All orders can be viewed in the My Orders section.

Were we able to assist you? If not, feel free to explore more FAQs

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Smart, Diversified Investing Made Simple