WealthDesk

Invest in WealthBaskets

Basket of Stocks and ETFs created by SEBI registered professionals

What are WealthBaskets?

WealthBasket is a composite of stocks and ETFs created by SEBI registered professionals

  • Created by SEBI licensed Investment Advisors and Research Analysts
  • Research-driven
  • Timely updates to stay true to underlying strategy and theme

Invest in ideas or sectors you believe in

  • Investment under 25K
  • New Launches

Begin Your WealthBasket Journey in 3 Easy Steps

Discover

01Discover

Explore from the diversified collection of WealthBaskets

Invest

02Invest

Subscribe to a WealthBasket and invest with your broking account

Track

03Track

Track your WealthBaskets with regular updates

WealthBaskets are for all Investors

Our WealthBasket Managers bring investment ideas to life

WealthDesk partners with SEBI registered investment advisors and research analysts who create WealthBaskets for you.

20+
Brokers
integrated with us for seamless transactions
20+
WealthBasket Managers
creating WealthBaskets based on themes, ideas and sectors
< 1
Minute taken
to invest in WealthBaskets

Why WealthDesk?

WealthBaskets has made it easier for me to invest in the market. I don’t need to spend my little free time researching stocks. WealthBasket Managers take that burden

Suraj Singh

Product Manager, Mumbai

When I go out, I realise which sector is doing well like EV or FMCG. I see them everywhere but often don't know which stocks to pick. WealthBaskets helps me invest in sector I feel can grow

Maumita Ghosh

Housewife, West Bengal

Check out some of the
most Frequently Asked Questions

Getting Started

What are WealthBaskets?

A WealthBasket is a combination of equities and ETFs created and managed by SEBI registered professionals. Each WealthBasket reflects an investment strategy, theme or sector.

Who creates WealthBaskets?

WealthBaskets are created by SEBI registered investment professionals known as Research Analysts (RAs) or Registered Investment Advisors (RIAs). These professionals are collectively known as WealthBasket Managers on the WealthDesk platform.

What are the advantages of Investing in WealthBaskets?

• 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

How do WealthBaskets compare to Mutual Funds & PMS?

• 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.

How do I begin investing in WealthBaskets?

To invest in a WealthBasket, you need to have an active trading and Demat account with any of the brokers. You also need to have a clear ledger balance with your broker to invest in the underlying stocks and ETFs.

Do I need to create an account with WealthDesk?

You do not need to create a separate account to invest in WealthBaskets. You can simply login with your existing broking credentials associated with one of our integrated broker partners.

My broker is not listed as one of the login options. How do I invest in WealthBaskets?

We are constantly adding new broker partners. Your broker is also likely in the pipeline. In the meantime, you may still invest in WealthBaskets by signing up for a WealthDesk account. You can then purchase WealthBaskets through your broking account by following the instructions provided by us.

WealthBasket 101

What is the minimum amount I can invest?

The minimum amount varies depending on the WealthBasket and the WealthBasket Manager. But we’ve ensured there’s a WealthBasket within everyone’s financial reach. 

Wealth generation is for everyone!

Are there entry or exit fees/loads when investing/exiting WealthBaskets?

On entry: other than the subscription fee paid to the WealthBasket Manager, no other cost is involved (brokerage applicable as per your broker).

On exit: no exit fees (brokerage applicable as per your broker).

What asset classes are available to invest in through WealthBaskets?

Currently, WealthBaskets span equities and ETF asset classes. However, we’re working on expanding this further!

Do you get dividends on WealthBaskets?

Dividends in any underlying constituent stocks in the WealthBasket will be credited directly to your bank account. The platform allows you to track paid out dividends just like your realized and unrealized capital gains.

Where can I find all WealthBaskets?

On the desktop website, you can find all the WealthBaskets by clicking the ‘Discover’ tab on the top navigation bar.
On the mobile website, click the three dash button at the top right corner and select the ‘Discover’ option.

Where can I find all WealthBasket Managers?

On the desktop website, you can find all the WealthBasket Managers by clicking the ‘Discover’ tab on the top navigation bar.
On the mobile website, click on the three dash button at the top right corner and select the ‘Discover’ option. 

Why are some details not accessible in WealthBaskets?

Certain crucial WealthBasket details, such as asset composition and other proprietary investment information, are only available upon successfully subscribing to the WealthBasket.

Manage & Track

Where can I track my WealthBasket Performance?

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

Where do I see my order status?

The ‘My Transactions’ tab lets you view all the orders made during the day as part of your WealthBasket investments.

Where do I receive WealthBasket notifications?

You will receive notifications around subscription confirmation, errors, rejections, rebalancing notifications, etc. via e-mail and SMS. 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 WealthDesk platform.

How do I invest more in a WealthBasket?

To increase investment in a WealthBasket, you need to click on the ‘My Portfolio’ tab and head to the particular WealthBasket in the ‘My Investments’ section. Click on the WealthBasket you want to invest an additional amount in, and press the ‘Buy More’ button. Enter the investment amount and click on ‘Continue’. After this, you will be asked to confirm the investment. Once confirmed, press the ‘Place’ button. 

What are rejected orders?

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. 

Rebalancing

What is rebalancing?

Rebalancing is re-aligning the constituents or the weightage of the stocks and ETFs in a WealthBasket. It ensures that WealthBasket continues to reflect the latest version of an underlying research/investment methodology. Rebalancing is initiated by the WealthBasket Manager managing the WealthBasket as per their discretion, investment strategy, and market conditions. You are expected to apply those rebalancing changes by approving the trades of the underlying stocks or ETFs.

Where do I get rebalancing updates for my WealthBaskets?

You will receive rebalancing updates for the WealthBaskets via email/SMS. You may also access pending rebalancing notifications through the ‘Pending Actions’ tab on WealthDesk.

How often does rebalancing happen?

There is no defined rebalancing frequency. It varies depending on the strategies of the WealthBasket Managers.

Do I have to accept rebalancing changes?

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.

How do I rebalance my WealthBasket?

Head to the ‘Pending Orders’ section on the ‘Pending Actions’ page. Here you will see all the pending rebalances. To rebalance your WealthBasket, click on the ‘Approve’ button. After this, you will be asked to confirm the rebalance. Once confirmed, press the ‘Place’ button.

My rebalancing was unsuccessful, or partially complete. What next?

You will have to retry the rejected orders to complete the rebalancing. Please check your Demat account balance before attempting to retry the rejected orders. You can retry the rejected orders by heading to the ‘Pending Actions’ page 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 order. Once confirmed, press the ‘Place’ button. 

Withdraw & Exit

How do I Partially Withdraw some money from WealthBaskets?

You can partially withdraw from a WealthBasket anytime during market hours by selecting the WealthBasket you want to withdraw from on the ‘My Portfolio’ page. On the WealthBasket page, click on the ‘Other Actions’ button and select ‘Withdraw Partially’. Enter the amount you want to withdraw. After this, you will be asked to confirm the withdrawal. Once confirmed, press the ‘Place’ button.

How do I exit a WealthBasket?

You can exit a WealthBasket anytime during market hours by selecting the WealthBasket you want to exit from on the ‘My Portfolio’ page. On the WealthBasket page, click on the ‘Other Actions’ button and select ‘Exit’. You will be asked to confirm when you select the ‘Exit’ button. Once confirmed, press the ‘Place’ button.