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Savestment is the Time Capsule for your Net Worth

Experience the Power of Professionally Managed Investing

Portfolio Analysis

Your Personal Balance Sheet

Talk to Advisor

CUSTOMER JOURNEY

Your Wealth, Our Process — A Journey That Grows with You

Set Goals

₹ 5,00,000

TenureSIP Amount
selected

3 years

12,000

selected

5 years

7,000

selected

10 years

3,000

Profile Evolution
Personal Info
Personal Information
Your age, family status and risk appetite play a vital role
Financial Info
Financial Information
Your income, assets and liabilities details to prepare your balance sheet
Risk Score
Risk Gauge
Your risk score is
76
Your risk appetite is
High
Money Management Plan
Your Money Management Plan
Pie Chart
Indian Stocks 50%
Bonds 13%
Real Estate 10%
Global Stocks 20%
Gold 7%
Balance Sheet
Your Balance Sheet
Net Worth
₹2,50,000
Assets ₹20.25L
Liabilities ₹22.55L
⚠ Damaged by 20%
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savestment
FEATURES

We're offering the best

Personalized Investment

Creating a personalised portfolio tailored to your risk profile involves aligning your investment goals, time horizon, and risk tolerance with the right mix of asset classes.

Multi-asset Portfolio

Indian & Global Stocks, Bonds, Real Estate (REITs) and Gold - All in one single demat account of your choice.

Deep Analytics

Every asset class had in-built analytics of holdings, stocks, sector compositions, and returns profiles.

All In One Plan

Includes all asset classes with a dedicated SEBI registered advisor at your disposal any time

Secured & Regulated

All your assets are secured in your demat account and all advisers are SEBI Registered to protect your interest.

Talk to Advisers

Discuss your investment and financial issues with SEBI registered advisers on regular basis.

When it comes to managing your Money

Don't Do It Yourself

Follow investment jungle survival guide to the path of wisdom. Trust in Savestment, your guide to financial prosperity.

01
Book Icon
Know your Terrain

Invest in investing basics: Mutual funds, Sensex, Nifty, small-caps/mid-caps, coins, ETFs—Learn before you leap!

02
Market Icon
Navigating Dynamic Markets

Markets are like turbulent rivers. Learn to grow your money steadily without losing your way.

03
Warning Icon
Beware of fin-fluencers

Avoid self-proclaimed experts with hidden agendas. Seek genuine advice for successful investment journey.

04
Cost Icon
Unmask Hidden Costs

Hidden fees can erode your returns. Get a guide to reveal them before it's too late.

05
Shield Icon
Trust your Investment Advisor

An advisor is necessary to understand your financial goals and misconceptions.

Book Icon
Know your Terrain

Invest in investing basics: Mutual funds, Sensex, Nifty, small-caps/mid-caps, coins, ETFs—Learn before you leap!

01
Market Icon
Navigating Dynamic Markets

Markets are like turbulent rivers. Learn to grow your money steadily without losing your way.

02
Warning Icon
Beware of fin-fluencers

Avoid self-proclaimed experts with hidden agendas. Seek genuine advice for successful investment journey.

03
Cost Icon
Unmask Hidden Costs

Hidden fees can erode your returns. Get a guide to reveal them before it's too late.

04
Shield Icon
Trust your Investment Advisor

An advisor is necessary to understand your financial goals and misconceptions.

05

Our Offering

Convenience. Engagement. Purpose.

A sophisticated approach to Investing through Managed Accounts

What is a Managed Account?

A managed account is a personalized investment solution where experts handle everything for you - from planning to execution.

  • Personalisation - Built around your goals and risk profile
  • Tax-Efficient - Structured to help you save more, not just earn more
  • Actively Managed - Continuously monitored and rebalanced for performance
How It Works

We make smart investing effortless with expert-led guidance:

01

Initial Consultation

Understand your needs, goals & risk appetite

02

Portfolio Design

Build a custom investment mix suited to you

03

Active Management

We monitor and optimise your portfolio as markets change

Types of Managed Accounts

Different approaches for different investor needs:

  • discretionary

    Discretionary

    You invest on your behalf, end-to-end

  • non-discretionary

    Non-Discretionary

    Expert advice, with you making the final decision

  • thematic

    Thematic

    Invest in trends like tech, ESG, or innovation

  • family office

    Family Office

    Comprehensive wealth services for HNIs and legacy planning

ADVISORY FEE

Say Good Bye To Hidden Fees And Commission

1.0%

of Asset Under Advisory per Year

Advance fee

₹1,999

Financial Planning - Goals

Included

Adviser Consultation

Included

ETFs Investment

Included

Indian Stocks

Included

Global Stocks

Included

Bonds

Included

Real Estate

Included

Gold

Included

No of Instruments

40-50

Minimum Investment

₹2,50,000

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OUR APPLICATIONS

Download the app

Investing early makes a huge difference. Download the savestment app and make your first investment today.

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App Store
Google Play
Get it on
Google Play
faq background

Still have questions?

Yes, Savestment is the Investment Advisory unit of Multistrato Capital Advisors Private Limited – a SEBI Registered Investment Adviser.Click here to verify.

Unlike your broker, Savestment do not execute the trades but advice on which securities to buy/ sell on periodic basis based on your risk profile. Your broker charges brokerage on every transaction. Mutual fund distributors on the other hand help invest by selling schemes of Asset Management companies for a distributor fee.

Savestment have no conflict of interest when it advises you.The only income savestment makes is direct fee charged to you as a client.There are no other revenue or commission from brokers or mutual fund houses.

Savestment charges a nominal fee of upto 1.0% per year of Asset under management.That mean for every 10000 rupees worth of investment, you are charged just INR 100 as advisory fee. This is fraction of what other advisor charges. (Traditional mutual funds and advisor’s charges in excess of 1.5 - 2 %)

No.However, you can discontinue your Savestment subscription anytime with just a click.

There are no account minimums but since Savestment creates a portfolio of securities, the minimum amount can vary anywhere from INR 2,50,000

Currently, Savestment tech platform supports nearly 16 largest brokers in India.While registering for Savestment services for first time, you will be asked to link your broker/ demat account in a very seamless manner.You can change your broker account anytime later on.

No worries, our platform provides you a seamless account opening with any broker of your choice in just few clicks.