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What is InvestActive?

  • InvestActive is PL’s Equity Advisory service which combines disciplined investing with the best of our research.
  • It has demonstrated excellent performance with lower volatility than NSE Nifty since inception (Feb 2013)
  • InvestActive instils discipline and balance in the portfolio to achieve higher returns.
  • It is structured to achieve long term growth as well as to take advantage of short term market opportunities.

Visit www.plinvestactive.com for details.

How is the InvestActive Portfolio created?

70% of the allocation for your portfolio is recommended for our list of Top Picks while 30% is deployed in short to medium term trading ideas.

  • PL Top Picks consists of the best of our research ideas across large, mid and small cap stocks.
  • Out of the remaining 30%, 20% is invested into our Weekly and Monthly technical calls while 10% is invested into Alpha calls, which are stocks we expect to move up sharply in the medium term but not covered by our fundamental research teams.

Discipline & Balance

  • Diversity of themes in a single portfolio – Our Award-winning analysts pick out only the best for you from their own sectors and styles
  • Position Sizing – Each trade has a limit and overall exposure to any specific theme or sector is limited
  • Stop-losses and Targets followed with absolute discipline
  • Month end Automatic Rebalancing – Favored picks down in price are added to, while winners are pruned to book profits regularly
  • Active Cash Allocations – During adverse market conditions, portfolio moves to cash upto 30% as the Opportunity portfolio remains uninvested - till favorable trades present themselves.
  • Monthly Review of Portfolio – Our analysts revisit the Top Picks portfolio every month to ensure you are invested in our best only!

Subscribing in 3 Easy Steps!

  • Open a Trading cum DP Account & Sign InvestActive declaration
  • Fund your account with a cash margin of Rs 5 lakh or in multiples of Rs 50,000
    • Please note that Stocks are not accepted as margin
    • You will receive an email with your dealer’s coordinates and an email explaining the process to be followed
    • Login to www.plclients.com to view your account’s performance online. In addition, receive Monthly Updates on your portfolio performance in your inbox!

To Open an InvestActive account now, mail us at Investactive@plindia.com or contact your Relationship Managers

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