WealthDesk brings

premium portfolios
to IIFL Securities
customers
 What is the problem?

• Investor point of view:

• Mutual Funds have largely been underperforming the index post fees
• Not all investors can afford to invest into PMSs and AIFs
• Not all investors can follow a DIY approach due to lack of time and/or
skill

• Broker / Dealer / Distributor point of view:

• Possible decline in revenue as people move away from regular MFs,
adopting direct MFs route
• India moving towards ETFs and index funds which is the future
• Significant research effort from your end

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 Solving these Problems

• Automated Advisory through experts

• No more research effort - focus on Client Acquisition, Servicing, etc.

• Execution simplified through technology

• Operational support through offline channel

• Transparent platform -> Increased Client trust -> Increased number of transactions -> More commissions

WealthDesk provides all these solutions through

IIFL Securities and selected high quality advisors

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Difference between MFs & WealthBaskets

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 What is WealthDesk?

WealthDesk is India’s leading advised wealth investment technology platform.

WealthDesk partners with leading brokers to offer WealthBaskets from curated
SEBI registered professionals to their customers.

WealthBasket is a research backed basket of stocks and ETFs which can

help you build a short term or a long term portfolio.

Each WealthBasket is created by SEBI registered professionals, keeping in

mind an Investment Strategy, Theme or Idea, with underlying stocks or
ETFs as its composition.

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WEALTHBASKETS OFFERINGS

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Premium portfolios on offering

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Premium portfolios on offering

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 Abakkus Smart

1. Sector agnostic diversified portfolio

2. Fundamental based ideas picked via a bottom-up approach

3. Investment universe predominantly within Top 250 companies with focus on alpha
generation along with stability and liquidity

4. Select exposure in smaller companies to generate additional alpha

5. Endeavor to generate alpha and wealth creation with typically 3-5 years holding period

6. Differentiated Portfolio adhering to our "MEETS" Framework

Min investment INR 5,00,000
7. Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector
2.50%, charged
Fee (annual)
quarterly basis
exposure limited to below 30%
Lock-in None

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 Alpha Portfolios – by Renaissance

Dynamic Thematic Min investment INR 2,00,000

1. Invests in stocks in a particular theme. Fee (annual)

2.50%, charged
semi-annually
2. This theme selection is a dynamic process based on the current macro-economic Lock-in None
environment and sectoral trends.

3. The objective of the fund is to select the theme that is in an uptrend and select high quality
companies in that particular theme.

Core and Satellite

1. Classic blend of Long-Term Core Investment Portfolio and Tactical Satellite Portfolio.

2. The Core portfolio shall invest in long term secular growth business and intends to own
those business for long term whereas satellite portfolio shall focus on sectors/stock
witnessing cyclical upturns or sectoral rotation so as to focus on companies that are likely
to benefit from the current economic cycle. Min investment INR 5,00,000

3. Fund shall invest in companies which are amongst leaders in their industry, have strong Fee (annual)
2.50%, charged
semi-annually
competitive edge and can generate superior risk adjusted returns.
Lock-in None
4. Select exposure in smaller companies to generate additional alpha.

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 How to invest in WealthBaskets?

1. Login using your broking account login and password

2. Fill up your risk profile, and select a WealthBasket that matches your risk-return
goals

3. Pay a small subscription fee to unlock stock composition and to make investments

4. Enter investment amount and confirm stock purchase order to complete

investment

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 What are the charges to invest in WealthBaskets?

E.g. For Abakkus WealthBasket investment of Rs. 500,000.

0.625% is the quarterly subscription fee = Rs. 3,125

GST 18% on subscription fee = Rs. 562.50

Total amount to be paid= Rs. 3,687.50

This amount can be paid via UPI or netbanking

Other than this fee, no other fee is applicable for rebalancing, exit fee, etc.

Standard brokerage may apply

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MF Performance

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