DELAYED·NSE / BSE · ~5m
NIFTY 5024,817.45 0.76%SENSEX81,235.89 0.67%BANK NIFTY53,412.30 0.22%NIFTY IT41,208.65 0.76%NIFTY MIDCAP58,944.10 0.66%GIFT NIFTY24,862.00 0.18%USD / INR83.72 0.10%GOLD (MCX)73,218.00 0.57%BRENT CRUDE78.42 0.77%IND 10Y6.84 0.18%BTC / USD67,482.00 1.81%DOW FUT39,184.00 0.22%NIFTY 5024,817.45 0.76%SENSEX81,235.89 0.67%BANK NIFTY53,412.30 0.22%NIFTY IT41,208.65 0.76%NIFTY MIDCAP58,944.10 0.66%GIFT NIFTY24,862.00 0.18%USD / INR83.72 0.10%GOLD (MCX)73,218.00 0.57%BRENT CRUDE78.42 0.77%IND 10Y6.84 0.18%BTC / USD67,482.00 1.81%DOW FUT39,184.00 0.22%
Pillarstone·Wealth
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Model portfolios

Built for the way you actually invest.

Six themed portfolios. From a ₹10,000/month SIP for first-timers to an HNI-grade AI-quant basket. Quarterly rebalances, transparent holdings, replicable from your own broker.

Moderate · 3–5 yrs
Largecap Core
Resilient compounders.

Large-cap businesses from top 100 Marketcap stocks with durable moats.

CAGR · since 2019
24.8%
Min · stocks
₹2.5L
25 holdings
Aggressive · 3–5 yrs
Midcap Risers
High-conviction mid-caps.

Curated mid-cap basket with re-rating optionality from Nifty150 Index. Higher volatility, higher returns.

CAGR · since 2020
38.2%
Min · stocks
₹3L
18 holdings
Moderate · 5+ yrs
Allcap Compounders
High conviction mix basket

Growing companies from Nifty500 index with stocks of different market caps.

CAGR · since 2018
18.4%
Min · stocks
₹2L
20 holdings
Aggressive · 5+ yrs
Bharat Manufacturing
Make-in-India thematic.

Defence, EMS, capex, infra. Long-cycle PLI/Make-in-India structural story.

CAGR · since 2021
42.1%
Min · stocks
₹3L
22 holdings
★ Flagship
Moderate–Aggressive · 12M
AI Quant
Algorithm picks, analyst-filtered.

Our AI screens 4000+ listed names monthly; analysts cut to 30. The clearest signal of what we do.

CAGR · since 2022
31.6%
Min · stocks
₹5L
30 holdings
Conservative · Open-ended
Smart SIP
Monthly accumulation, ₹10k+.

For first-time investors. Allocate monthly across 12 quality names; we rebalance.

CAGR · since 2020
21.4%
Min · stocks
₹10k/mo
12 holdings
Inside the portfolio

AI Quant Algorithm picks, analyst-filtered.

Performance · since inception
31.6%
CAGR · vs Nifty 500 TR (dashed)
1Y3Y5YSI
1Y return
+34.2%
3Y CAGR
+28.4%
Max drawdown
−18.4%
Sharpe
1.42
Top 5 holdings
Conviction picks
IEX
Weight 18.2%
+14.5%
ABCAPITAL
Weight 14.8%
+5.0%
JIOFIN
Weight 11.4%
+5.0%
IDFCFIRSTB
Weight 9.6%
+5.0%
MUTHOOTFIN
Weight 7.2%
+5.0%
How we run AI Quant
Reviewed quarterly.
Rebalanced only when it earns it.
01
Universe

AI screens 4,200 listed names monthly across factor model.

02
Filter

Analysts deep-dive top decile; eliminate governance / accounting flags.

03
Weight

Risk-parity adjusted by conviction tier. No single stock > 8%.

04
Review

Quarterly reviews; intra-quarter only on material business change.