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READY TO INVEST PORTFOLIOS

As an investor, you are keen to participate in the markets, but cannot make time to manage your portfolio; you do not know the ropes of portfolio management either. Intelligent Advisory Portfolios (IAP) is a ready mix of equity products that you can invest in right away

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Guided advisory by RIAs

Email

Regular monitoring

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Money management

Hours

Personalized insights

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Active Participation

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Time Saving

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Active Participation

READY TO INVEST PORTFOLIOS

A diverse range of pre-packaged products ideal for both traders and investors who want to participate in the markets but do not have enough time to manage their portfolios.

Still confused which product to pick?

Let us help you to invest in the right product

ONE STOP SOLUTION FOR ALL YOUR FINANCIAL NEEDS

Portfolio Management Services

IPO Trading

Insurance

Online Courses

 

Derivatives  Trading

Currency Trading

About Us

We at Livelong Wealth are a team of traders with over 5+ years of experience in the financial domain. We believe in sharing the knowledge that we have gained working for international trading and investing firms in an easy to understand manner, which will help you to take a well-planned step to financial freedom.

The strategies that we have developed ourselves and has proven fruitful to us will be trained to you, so that you need not reinvent the wheel. We have over 500 clients across the globe which stands as our best testimonial.

Livelong Wealth is the knowledge initiative of Livelong Technologies Pvt Ltd to provide a platform for educating and guiding the concepts of financial freedom.

Livelong Group is a sought after name in the finance, digital services, healthcare, interior designing and automation domains.

SERVICES

PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors

  • India ‘s leading PMS service providers, with approx Rs. 14,814 Cr. of Assets Under Management
  • 10,165 active PMS accounts and client base spanning across 148 different cities
  • Various themes like large cap, small & mid cap, flexi cap etc. to suit varied investment needs
  • Value PMS, our flagship product has consistently outperformed its benchmark over 16 years and is quarterly rated by Morningstar, an international reputed agency.

INSURANCE

Our family is our priority and we all want to see them happy, safe, protected and cushioned for any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone can be major drain on your resources, insurance helps you circumvent that. It is an essential tool to save you from potential losses faced from unexpected instances

  • Wide range of Life & General insurance products
  • Comprehensive coverage recommendations based on specific needs
  • Tie-ups with multiple Life & General insurance companies
  • Online Tracking feature to help you get all your financial investments under one roof

LONG TERM WEALTH CREATION

Equities as an asset class provide you the dual advantage of protecting your wealth from inflation along with enhancing your purchasing power. The key to successful equity investments lies in investing with a long-term perspective and keeping away from day-to-day uncertainties. Historical Data proves that equity as an asset class has performed better than any other asset class over the years.

  • rade & invest in Cash & Margin products, ETF ‘s and Stock SIP ‘s across BSE, NSE & MSEI
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade Desk and Dedicated Advisors *
  • All platforms integrated with LIVE market feeds, advanced tools and MOSL research & advice
  • Customized investment strategies & actionable advice across time horizons & risk profiles
  • Portfolio Restructuring based on risk profile with model portfolios and benchmark comparisons
  • 30 years of wealth creation experience driven by the philosophy of Solid Research, Solid Advice
  • Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards, 4 years in a row

IPO’S

The primary market provides investor ‘s opportunities to buy shares at a reasonable price prior to its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO ‘s. Holding on to the shares also provide an opportunity to participate in the future success of these companies

  • Advantage of either applying for IPOs through online platforms as well as offline
  • IPO recommendations for select offers provided by our advisory team
  • Secure investing through a single login across devices Desktop, Mobile or Web

FIXED INCOME

Debt products are low risk and reasonably safe and consistent investment options. It ‘s a preferred option for investors seeking fixed regular income with liquidity

  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations

SERVICES

PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors

  • India ‘s leading PMS service providers, with approx Rs. 14,814 Cr. of Assets Under Management
  • 10,165 active PMS accounts and client base spanning across 148 different cities
  • Various themes like large cap, small & mid cap, flexi cap etc. to suit varied investment needs
  • Value PMS, our flagship product has consistently outperformed its benchmark over 16 years and is quarterly rated by Morningstar, an international reputed agency.

INSURANCE

Our family is our priority and we all want to see them happy, safe, protected and cushioned for any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone can be major drain on your resources, insurance helps you circumvent that. It is an essential tool to save you from potential losses faced from unexpected instances

  • Wide range of Life & General insurance products
  • Comprehensive coverage recommendations based on specific needs
  • Tie-ups with multiple Life & General insurance companies
  • Online Tracking feature to help you get all your financial investments under one roof

LONG TERM WEALTH CREATION

Equities as an asset class provide you the dual advantage of protecting your wealth from inflation along with enhancing your purchasing power. The key to successful equity investments lies in investing with a long-term perspective and keeping away from day-to-day uncertainties. Historical Data proves that equity as an asset class has performed better than any other asset class over the years.

  • rade & invest in Cash & Margin products, ETF ‘s and Stock SIP ‘s across BSE, NSE & MSEI
  • Multiple trading options: Desktop, Web, Mobile, Call & Trade Desk and Dedicated Advisors *
  • All platforms integrated with LIVE market feeds, advanced tools and MOSL research & advice
  • Customized investment strategies & actionable advice across time horizons & risk profiles
  • Portfolio Restructuring based on risk profile with model portfolios and benchmark comparisons
  • 30 years of wealth creation experience driven by the philosophy of Solid Research, Solid Advice
  • Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards, 4 years in a row

IPO’S

The primary market provides investor ‘s opportunities to buy shares at a reasonable price prior to its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO ‘s. Holding on to the shares also provide an opportunity to participate in the future success of these companies

  • Advantage of either applying for IPOs through online platforms as well as offline
  • IPO recommendations for select offers provided by our advisory team
  • Secure investing through a single login across devices Desktop, Mobile or Web

FIXED INCOME

Debt products are low risk and reasonably safe and consistent investment options. It ‘s a preferred option for investors seeking fixed regular income with liquidity

  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations

TECHNOLOGIES

Online Trading Platform

  • Get Single view of your financial health from Comprehensive Portfolio Snapshot
  • Get Quote page with complete information about the company searched by you
  • Feature Rich Mutual Fund page with snapshot of your holdings , ongoing SIP’s and Maturing SIP’s & much more
  • Use ACE (Advise on Combination of Equities) offering you Algo based investment strategy with exclusive basket of growth oriented stocks
  • 24*7 Portfolio Restructure that provides you with right asset allocation as per your identified risk profile
  • Optimised place order page for quick order placement & bulk order functionality to execute multiple orders in one go
  • MO genie the 24 x 7 chat bot for your instant query resolution

SMART WATCH

  • Notifications- Get instant notifications on all important market updates
  • Market Update- Get instant info on global indices, market top gainers & losers
  • My Portfolio- Know your portfolio’s net worth across asset classes
  • Position update – Know your mark to market & open positions
  • Available Margins – Check your margin in both cash & commodities segment

MO Trader

  • My wallet provides Single view snapshot of your orders, positions and limits
  • Get Quote page with complete information about the company searched by you
  • Market screeners help you spot the trending stocks
  • Algo based products like Trade guide signal, Option Writer, Option Decoder
  • Execute multiple order from single click through bulk order functionality
  • Real time charts with historical data
  • Set and manage alerts on stock through My Alerts feature

TECHNOLOGIES

Online Trading Platform

  • Get Single view of your financial health from Comprehensive Portfolio Snapshot
  • Get Quote page with complete information about the company searched by you
  • Feature Rich Mutual Fund page with snapshot of your holdings , ongoing SIP’s and Maturing SIP’s & much more
  • Use ACE (Advise on Combination of Equities) offering you Algo based investment strategy with exclusive basket of growth oriented stocks
  • 24*7 Portfolio Restructure that provides you with right asset allocation as per your identified risk profile
  • Optimised place order page for quick order placement & bulk order functionality to execute multiple orders in one go
  • MO genie the 24 x 7 chat bot for your instant query resolution

SMART WATCH

  • Notifications- Get instant notifications on all important market updates
  • Market Update- Get instant info on global indices, market top gainers & losers
  • My Portfolio- Know your portfolio’s net worth across asset classes
  • Position update – Know your mark to market & open positions
  • Available Margins – Check your margin in both cash & commodities segment

MO Trader

  • My wallet provides Single view snapshot of your orders, positions and limits
  • Get Quote page with complete information about the company searched by you
  • Market screeners help you spot the trending stocks
  • Algo based products like Trade guide signal, Option Writer, Option Decoder
  • Execute multiple order from single click through bulk order functionality
  • Real time charts with historical data
  • Set and manage alerts on stock through My Alerts feature

OPEN FREE DEMAT ACCOUNT

Latest News

UNDERSTANDING DERIVATIVES

UNDERSTANDING DERIVATIVES

Futures VS Options Futures and options are derivative contracts. What are derivatives then Let me give you an example, We have coconut oil and coconut The price of coconut oil will depend on the price of coconuts as it has been derived from it. Similarly futures and...

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