WealthBaskets are
NOW available on
Share.Market

WealthBaskets are baskets of stocks and ETFs curated using intelligent and research-backed investment strategies or themes.

WealthBaskets are curated by Share.Market Research arm.

• Regular rebalancing updates to ensure the WealthBasket continues to optimally reflect the latest version of an underlying research/investment methodology
• Diversification benefits to protect against market volatility
• No hidden costs
• Stocks and ETFs reside in your Demat account
• No lock-in period
• Receive dividends, if any, directly in your bank account

• Direct ownership – All the underlying stocks and ETFs that you invest through a WealthBasket sit in your Demat account
• Completely liquid – There is no lock-in involved. You can exit anytime
• Transparency – As the stocks and ETFs reside in your Demat account, there is complete visibility of what you hold

Disclaimer: Investing in markets has its associated risks, so you should invest as per your risk appetite and investment objectives.

To invest in WealthBasket, you need an active trading and demat account with Share.Market. Once your account is activated with Share.Market, you can purchase WealthBasket based on your choice.

No, you need to create your trading and demat account with Share.Market to purchase WealthBaskets.

The minimum investment amount varies for different WealthBaskets. The minimum investment amount is listed on the details page of the relevant WealthBasket on Share.Market platform.

You don’t have to pay any entry fee for most WealthBaskets. However, there may be a few curators who charge a subscription fee for WealthBaskets. You can see the subscription charges for WealthBaskets, if applicable, on the details page of the relevant WealthBasket.

You don’t have to pay an exit fee for any WealthBasket. 

Note: You may incur transactional charges for entry, exit, and rebalancing of your WealthBasket.

Currently, WealthBaskets span equities and ETF asset classes. 

Yes, you may get dividends if the stocks in your WealthBasket are providing them. Dividends will be directly credited to your bank account. You can track the paid-out dividends in your performance report on Share.Market application.

Note: The dividend gains in your WealthBasket are a part of the realised gains.

You can track your WealthBasket investments on the ‘My Portfolio’ page once you are logged in to the Share.Market app. Here, you can view the overall performance of your WealthBasket investments and the WealthBaskets individually.

You will receive notifications around errors, rejections, rebalancing notifications, etc., via e-mail and push notifications. You can also view the notifications by clicking on the bell icon on the top navigation bar, which you will see once you are logged in to the Share.Market platform.

To increase investment in a WealthBasket, you need to click on the ‘My Portfolio’ tab on Share.Market platform and head to the particular WealthBasket in the ‘WealthBasket’ section. Click on the WealthBasket you want to invest an additional amount in, select ‘My Investment’, enter the investment amount and press the ‘Invest More’ button. After this, you will be asked to confirm the investment. Once confirmed, press the ‘Place’ button. 

Unsuccessful orders rejected by the broker or the exchange are shown as rejected orders. You are requested to retry the rejected orders. You can retry the rejected order by heading to the ‘Pending Actions’ tab and scrolling to the ‘Rejected Orders’ section. Here, click on ‘Approve’ to retry the rejected orders. After this, you will be asked to confirm the orders. Once approved, press the ‘Place’ button.

WealthBasket curators rebalance WealthBasket constituents from time to time based on their investment themes or strategies. They make recommendations to sell and buy some or all holdings to better the WealthBasket performance. Once you accept the recommendations, the sell orders will be carried out first. The sale proceeds from that will then be used to buy the recommended shares.  
Note: You will receive notifications for WealthBasket recommendations through emails and push notifications.

Rebalancing frequency varies depending on the investment strategies of the WealthBasket.

It is recommended to accept the rebalancing changes so that your WealthBasket investment continues to reflect the latest version of an underlying research/investment methodology. However, the final decision is yours. You may accept or reject the rebalancing changes.

Follow these steps to rebalance your WealthBasket:
• Tap the WealthBasket notification. This will take you to the WealthBasket page in the app.
• Here you will see all the rebalance now pop up as a notification click on that.
• Confirm the rebalance (if you agree). Tap the ‘Approve’ button.
• Double-check and place the order. A confirmation screen will appear. Tap the ‘Place’ button to execute the rebalance.

To partially withdraw funds head over to Share.Market platform:

1. Go to ‘My Investments’ and select the WealthBasket you want to make a partial withdrawal from.

2. Tap the ‘More Actions’ tab located beside ‘Current Value’.

3. Select ‘Withdraw’ from the dropdown menu.

4. Enter the amount you wish to withdraw and tap Confirm.

5. Tap Withdraw and authorize the trades using your TPIN if you have not enabled DDPI.

To exit your WealthBasket, head over to Share.Market platform:

1. Go to ‘My Investments’ and select the WealthBasket that you want to exit from.

2. Tap ‘More Actions’ beside the ‘Current Value’ option.

3. Select ‘Withdraw’ from the dropdown menu.

4. Choose ‘Full Amount/Partial Amount’ in the Type of Withdrawal section.

5. Tap Withdraw.

Note: You will have to authorize sell transactions using your TPIN if you haven’t enabled Demat Debit and Pledge Instruction (DDPI).