Model Portfolios – Invest Smarter, Not Harder

At School of Stock Market, we offer SEBI-compliant Model Portfolios tailored to various investor goals and risk profiles. Whether you're a conservative investor, a long-term growth seeker, or looking to invest based on emerging trends.

What Are Model Portfolios?

Model Portfolios are pre-defined sets of stocks or mutual funds, created by a SEBI-registered Research Analyst based on specific investment goals and risk levels.

Growth Portfolio

High Risk, 3-5 Years

Defensive Portfolio

Low to Moderate Risk, 1-3 Years

Thematic Portfolio

Moderate to High Risk, 1-2 Years

Key Features

Goal-Based Structure
Quarterly Rebalancing
PDF Reports & Allocations
Update Alerts
Mapped to Risk Profiles
No Personal Advice

Ideal For:

  • Salaried professionals
  • First-time investors
  • Long-term wealth creators
  • Retirees
  • Business owners

Disclaimer

This is not a personalized investment recommendation. All portfolios are created under SEBI Research Analyst guidelines for educational and informational purposes.

Explore Our Portfolio Strategies

Growth Portfolio

Objective: Maximize long-term capital growth.

Composition: Mid & Small Cap Leaders in high-growth sectors.

Example Holdings: Tata Elxsi, Bajaj Finance, LTIMindtree, Mirae Asset Emerging Bluechip Fund.

Ideal For: High risk appetite, 3-5 year horizon.

Defensive Portfolio

Objective: Preserve capital with steady growth.

Composition: Large Cap stocks (FMCG, Pharma, Utilities) and Hybrid Mutual Funds.

Example Holdings: HUL, ITC, Sun Pharma, ICICI Balanced Advantage Fund.

Ideal For: Retirees, conservative investors, 1-3 year outlook.

Thematic Portfolio

Objective: Capture macro trends with concentrated bets.

Themes: Make in India, Green Energy, Defence, Digital Tech.

Example Holdings: KPIT Tech, Tata Power, Cochin Shipyard, Quant ESG Fund.

Ideal For: High conviction investors, 1-2 year horizon.

Why Choose School of Stock Market Model Portfolios?

Curated by a SEBI-Registered Research Analyst

Designed for real Indian investors, with clear goals

Avoid hype & paid tips backed by macro & fundamental research

Save time no need to track 100s of stocks

Suitable for students, professionals, business owners & retirees

Transparent, ethical, and compliant service

Risk Profiling & Compliance

Before accessing any model portfolio, clients must complete a basic risk profiling form. This ensures that the portfolio aligns with their risk appetite and investment goals. This process is mandatory under SEBI RA guidelines and ensures responsible research delivery.

What We Ask:
  • Investment horizon
  • Income & occupation type
  • Prior experience with equity or mutual funds
  • Reaction to market volatility
  • Goal clarity (Wealth creation, income, tax-saving, etc.)