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

*By proceeding, I agree to all terms & conditions

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

Download
OMNI App

YES SECURITIES (India) Limited

Registered Address: 2nd Floor, North Side, YES BANK
House, Off Western Express Highway, Santacruz East,
Mumbai - 400055. Maharashtra, India.

Toll-free : 022 6884 1888

Email: customer.service@ysil.in

Important links

Quick links

Registration Nos.: CIN: U74992MH2013PLC240971 | SEBI Registration No.: NSE, BSE, MCX & NCDEX : INZ000185632 | Member Code: BSE – 6538, NSE – 14914, MCX – 56355 & NCDEX - 1289 | CDSL DP id: 94600 | NSDL: IN-DP-653-2021 | RESEARCH ANALYST: INH000002376 | INVESTMENT ADVISER: INA000007331 | Sponsor and Investment Manager to YSL Alternates Alpha Plus Fund (Cat III AIF) SEBI Registration No.: IN/AIF3/20-21/0818 | AMFI ARN Code – 94338 | APMI - APRN03200 (PMS Distribution)

Details of Compliance Officer: Aditya Goenka: Email id: compliance@ysil.in / Contact No: 022-65078127. Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing. **Stock Health Score: The stock health scores shown in the home page is for representational purpose only and should not be read as recommendations from YSL. #Such representations are not indicative of future results. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Important information: If you receive a communication from people or organizations falsely claiming to recruit on behalf of YSL and received an invitation for an interview and then asking money to be send to a bank account please notify to us immediately. Such people or organizations, have unauthorized use of YSL brand in their communications. Please know that YSL has not authorized any such correspondence and that YSL has no agreement with these parties. YSL will never ask for any kind of financial payment in connection to or exchange for a job interview. Please know that any requests of such nature are fraudulent and should not be pursued. YSL advises candidates to remain alert of any suspicion communication. In case of doubt, please report it to YSLHCM@YSIL.IN in case of fake/fraudulent employment offer.

Filing of complaints on SCORES Easy & quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES: I. Name, PAN, Address, Mobile Number, Email ID c. Benefits: i. Effective communication ii. Speedy redressal of the grievances.

Note: First time login/Forgot/Reset/Change password is usually done via OTP process over Email & SMS. However, for NRI/GIB customers, the OTP over SMS service is only available if the customer has provided their Indian mobile number in the contact detail that too subject to network availability or activation of international roaming facility on the provided number. Currently facility of OTP on International number is not provided by YSL. There is no change in the OTP process over registered email id.

Attention Investors

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
Update your mobile number & email id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
Pay 20% upfront margin of the transaction value to trade in cash market segment.
Investors may please refer to the Exchanges' Frequently Asked Questions (FAQs) issue vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and BSE Notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard.
Check your Securities/MF/Bonds in the consolidated account statement issued by NSDL/CDSL every month.
Receive alerts for all debit and other important transactions directly from Exchange/ CDSL/ NSDL on your registered mobile no. /email ID at the end of the day.
Prevent Unauthorized Transactions in your demat /trading account. Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day issued in the interest of investors.
KYC is a onetime exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
Investments in Securities Market & Mutual funds are subject to market risks. Insurance is a subject matter of solicitation. Please read the risk disclosure/ offer document carefully before investing.
Investors should be wary of any misleading advertisements which solicit investments in securities market assuring guaranteed profits. Such advertisements may collect personal data with malafide intention. The investors should take informed decision without being influenced by trading tips. Investors must deal with SEBI registered intermediaries for investments in securities market.
Investors are requested to note that YES SECURITIES (India) Limited is permitted to receive money from investor through designated bank accounts only named as Up streaming Client Nodal Bank Account (USCNBA). YES SECURITIES (India) Limited is also required to disclose these USCNB accounts to Stock Exchange. Hence, you are requested to use following USCNB accounts only for the purpose of dealings in your trading account with us. The details of these USCNB accounts are also displayed by Stock Exchanges on their website under Know/Locate your Stock Broker.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.

Name of Bank Account	Bank Account Number	IFSC Code
YES SECURITIES INDIA LIMITED-USCNB ACCOUNT	0822-04888493-195001	CSBK0000282
YES SECURITIES INDIA LIMITED-USCNB ACCOUNT	575000000097576	HDFC0000060
YES SECURITIES INDIA LIMITED-USCNB ACCOUNT	041880300000028	YESB0000419

.......Issued in the interest of investors

YES SECURITIES is a subsidiary of YES BANK LIMITED

Smart, Diversified Investing Made Simple