We have the right tools, strategies, and deep
expertise to guide you in your investing journey.
Why Choose PL for Guided Investing
Clients get a Relationship Manager (RM) ensuring you always have expert guidance within reach.
We understand that sometimes you need more than just a digital platform. With our Call & Trade facility, you can place trades with the assistance of our expert team.
You have access to a wealth of resources and a team of experts who are always ready to offer guidance and support.
Our analysts provide timely and actionable insights, ensuring you’re equipped to make the right decisions.
Whether you need help analysing market trends or executing trades, our comprehensive suite of financial solutions is designed to cater to your unique investment style.
Our robust mobile apps and web-based tools offer the flexibility you need to manage your portfolio anytime, anywhere.
Our Trading & Investing Platforms
DigiTrade combines cutting-edge technology with tailored insights to help you trade smarter and invest with confidence.
Your All-in-One Trading & Investing App
- Equities
- IPOs
- Derivatives
- Currencies
- Commodities
- US Investing
- ETFs
- Sovereign Gold Bonds
- Equities
- Commodities
- IPOs
- US Investing
- Derivatives
- ETFs
- Currencies
- Sovereign Gold Bonds
- Margin Trade Financing
- Stock SIPs
- Stock Baskets
- Algo Trading
- Customised Trading Strategies
- Thematic Investing
- Margin Trade Financing
- Algo Trading
- Stock SIPs
- Customised Trading Strategies
- Stock Baskets
- Thematic Investing
Simplifying Mutual Fund Investments
PL DigiMF offers a seamless and guided approach to mutual fund investments. With expert recommendations and real-time portfolio tracking, you can confidently build and manage your wealth over time.
Explore Global Markets with PL Vested
Access 5000+ US stocks and fractional
shares starting at just USD 1
Award-Winning Research at Your Fingertips
Our research is designed to help you make informed investment decisions
across various asset classes.
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Dive deep into company financials and market positioning with our fundamental analysis.
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Get expert insights on futures, options to enhance your trading strategies.
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Timely research reports and calls to help you trade with precision.
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Access commodities and currency trade calls to diversify your portfolio.
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Get help choosing the right fund for your portfolio from our team of experts.
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Nifty Alpha, Nifty MTF, Focus Calls – curated stock picks from our Advisory desk.
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Complete analysis of your portfolio health and guidance from our seasoned experts.
Professionally Managed Portfolios
Opt for Professionally Managed Portfolios where seasoned professionals with deep investment expertise manage your money in accordance to your financial goals and risk appetite.
Get access to a dedicated advisor to help you achieve your goals. The dedicated wealth advisor will take a holistic view of your financial needs and devise a personalised strategy to help you achieve them
Access professionally managed investment service designed to maximize returns while managing risk, giving you the advantage of expert decision-making backed by extensive market research and insights
Diversify your portfolio with specialized investment opportunities that go beyond traditional asset classes, providing sophisticated investors access to unique avenues for wealth creation. Our AIFs are overseen by a team of seasoned investment professionals who have years of experience navigating complex market environments.
Alphaniti
Alphaniti connects you with expert-led, algorithm-driven portfolios that align with your financial goals. It ensures that even complex investment strategies are accessible, offering guidance through professionally designed portfolios that balance risk and return effectively.
- Single Stock recommendation engine
- Statistical models rigorously back tested
- For traders & short-term investors
- High Conviction Portfolios
- Theme based & Multi-Cap
- Quarterly Re-balancing
- High Conviction Portfolios
- Multi-Cap Diversified Approach
- Blend of Bottom Up with Top Down
- Algo based Portfolio Strategies
- Smart Beta
- Value, Growth, Factor, Momentum based
- ETF based portfolios
- Low-cost basket of passives
- Asset Allocation to optimize risk/return
Wealthbridge
Wealthbridge uses AI-driven algorithms to provide curated baskets that help in optimizing your investments with cutting-edge technology.
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- Basket of 10 stocks
- Focuses on short term opportunities
- Rebalances every 2 weeks
- Recommended investment amount 2L+
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- Basket of 12 stocks
- Focuses on capturing sector upcycles
- Rebalances every 8 weeks
- Recommended investment amount 2L+
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- Basket of 10 stocks
- Focuses on high conviction undervalued stocks
- Rebalances every 4 weeks
- Recommended investment amount 1L+
ValueStocks
ValueStocks provides data-driven stock recommendations based on deep research and analysis. By leveraging fundamental analysis, it offers tailored insights that help you make informed decisions.
Exclusive Webinars
Our webinars cover a broad range of topics – from decoding market trends and refining trading strategies, to evaluating new investment opportunities.
Know moreFAQs on Guided Investing
Guided Investing involves having expert support and personalised insights from investment professionals to help you make informed decisions. It combines the autonomy of DIY investing with the security of professional guidance.
We provide personalised support through our expert analysts, award-winning research, and advanced tools. Our team is always available to guide you, from helping you in executing trades, and analysing market trends, to choosing the right investments as per your risk appetite and financial goals. We are always just a phone call away.
Yes, our research is seamlessly integrated into our PL DigiTrade app, allowing you to access expert insights and actionable recommendations anytime, anywhere.
Our team offers a range of support, from personalised investment advice to real-time trade execution and market analysis. We’re just a call away, ready to assist you in achieving your financial goals.
