Product Comparison

Bloom
Smallcase
Assets Pay Cash
Private Assets
Mutual Funds
Arbor
Global Equities
Projected return per annum
18% to 25%
Risk
Low to medium
Minimum Investment
₹5 Lakhs
Recommended holding period
At least 5 years
Meant for
Long term investors seeking wealth creation
Tax Liabilities
Short or long term capital gains
Instruments
Equities and liquid funds
Broker
Angel Broking demat and trading account
Fee
10% of profits charged every year on a high watermark basis or on redemption
Projected return per annum
18% to 25%
Risk
Low to medium
Minimum Investment
As per minimum investment of the smallcase
Recommended holding period
At least 3 years
Meant for
Long term investors seeking wealth creation
Tax Liabilities
Short or long term capital gains
Instruments
Equities and liquid funds
Broker
Zerodha, Edelweiss, Kotak, 5paisa, HDFC Securities etc.
Fee
₹4999 per annum
Projected return per annum
12% + return from underlying asset
Risk
Very Low
Minimum Investment
₹3 Lakhs
Recommended holding period
At least 1 years
Meant for
Anyone with investments in mutual funds
Tax Liabilities
Business income for derivatives and short & long term capital gains for underlying mutual funds
Instruments
Derivatives & mutual funds
Broker
Angel Broking demat and trading account
Fee
10% of profits charged semi-annually on a high watermark basis or on redemption
Projected return per annum
20% to 22%
Risk
Medium
Minimum Investment
₹50,000
Recommended holding period
3 years or till IPO
Meant for
Seasoned investors with adequate investment elsewhere
Tax Liabilities
Short or long term capital gains
Instruments
Unlisted Equities
Broker
Any CDSL or NSDL account
Fee
Zero Charges
Projected return per annum
12% to 20%
Risk
Low to medium
Minimum Investment
₹1 Lakh
Recommended holding period
At least 3 years
Meant for
Conservative and passive investors
Tax Liabilities
Short or long term capital gains
Instruments
Mutual Fund
Broker
Angel Broking demat and trading account
Fee
Zero Charges
Projected return per annum
25% to 35%
Risk
High
Minimum Investment
₹5 Lakhs
Recommended holding period
At least 2 Years
Meant for
Aggressive investors seeking periodic income
Tax Liabilities
Business income for derivatives and short & long term capital gains for equities
Instruments
Primarily derivatives and short-term equities
Broker
Angel Broking demat and trading account
Fee
10% of profits charged semi-annually on a high watermark basis or on redemption
Projected return per annum
15% to 22%
Risk
Medium
Minimum Investment
$5000
Recommended holding period
At least 3 Years
Meant for
Investors with exposure to Indian markets and seeking diversification globally and/or those who earn in dollars
Tax Liabilities
< 2 years: as per the tax slab; > 2 years: 20% with indexation benefit or double taxation benefit, whichever applicable
Instruments
International equities and ETFs
Broker
Interactive Brokers
Fee
10% of profits charged every year on a high watermark basis or on redemption

Asset allocation is step one of investing

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