Jarvis Invest
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Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Jarvis Invest Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

0

Reasons for pendency

-


Managed by

Sumit Chanda

SEBI Registered

INA000013235

Experience

16+years

Investment Strategy

Asset Allocation

Growth

Sumit Chanda is the Founder & CEO of JARVIS INVEST, an Artificial Intelligence based Equity Portfolio Advisory Platform. Sumit has an experience of over 16 years in the BFSI industry, into devising strategy for various functions, Investments and managing asset portfolios. Leveraging technology as a multi-function delivery platform. He specializes in strategy & implementation in fund management & research, sales & operations, IT implementation & Affiliations. Sumit is focused towards re-architecting the mainframe investment & advisory process. Leveraging technology to streamline the equity investment practices & provide a trustworthy sustainable model for the masses. He drives a simple objective, “Make India Invest Smartly”

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

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Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
JARVIS offers a portfolio of stocks that has the potential to deliver optimal risk adjusted returns using its Artificial Intelligence based stock selection & asset allocation model.
What is their investment philosophy?
The investment philosophy of the strategy is to advice investors on creating a personalized portfolio of equity stocks, debt & gold depending on the risk profile of the investors, to generate capital appreciation over medium to long term.
What is a smallcase?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Jarvis Invest. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Jarvis Invest decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Jarvis Invest’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section