Product Comparison

Bloom
Assets Pay Cash
Private Assets
Mutual Funds
Arbor
Global Equities
Art
Projected return per annum
18% to 25%
Risk
Low to medium
Minimum Investment
₹5 Lakhs
Recommended holding period
3 years to 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.
Projected return per annum
12% + return from underlying asset
Risk
Very Low
Minimum Investment
₹5 Lakhs
Recommended holding period
At least 1 years
Meant for
Anyone with investments in mutual funds looking for periodic income
Tax Liabilities
Business incomes for derivatives and short & long term capital gtains for underlying mutual funds
Instruments
Index options & mutual funds
Broker
Angel Broking demat and trading account
Fee
10% of profits charged monthly on a high watermark basis
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 funds and ETFs
Broker
Angle Broking demat and trading account
Fee
Zero charges, funds are regular
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
Instruments
Equities, currencies and commodity derivatives
Broker
Angle Broking demat and trading account
Fee
10% of profits charged monthly on a high watermark basis
Projected return per annum
16% to 18% per year after forex rates
Risk
Medium, exposed to currency risk
Minimum Investment
USD 3000
Recommended holding period
3 years to 5 years
Meant for
Medium and aggressive investors with existing Indian investments
Tax Liabilities
Capital gains as per Indian laws
Instruments
Foreign stocks and ETFs
Broker
Interactive Brokers
Fee
1% management fee, 10% performance fee
Projected return per annum
5x to 7x returns observed after the period of 7 years to 10 years
Risk
Low, faces illiquidity risk
Minimum Investment
Varies depending on artwork selected
Recommended holding period
7 years to 10 years
Meant for
Long term investors with existing liquid investments
Tax Liabilities
Capital gains
Instruments
Visual arts (paintings and sculptures)
Broker
Minance
Fee
30% of investment value

Asset allocation is step one of investing

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