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Our experts work with you to create a hyper-personalised mutual fund portfolio.
Our experts are here to walk you through your investment journey, from building your personalised portfolio to regular assessments. Reach out any time. Call, email, come over to our office - whatever works for you. Let’s talk mutual funds, geo-politics or the best restaurants in town.
Access to Berrywise experts on-demand
Transparency is at the heart of everything we do. Our experts help you make sense of some of the most advanced risk and performance analytics so that you are always aware of the logic behind your investments, their performance and the risks that you are carrying.
Transparent risk and performance analysis
Expert guidance
With the aid of Sentry, Berrywise’s in-house platform, our experts map your unique investor profile, asset types, asset allocation, custom diversification targets, risk and goals.
Advanced Investor profiling
Goal, Risk and Tactical customisation options
Your money is always under your control. Portfolio executions are processed directly with BSE StarMF, ensuring that you are always in control of your funds. Track performance, risk and more with our state-of-the-art dashboard.
Funds under your control
With over 3 decades of combined experience in statistical analysis, risk management and portfolio optimisation, we make institutional grade investment strategies accessible to you.
Our advanced performance and risk analytics engine was designed to help managers understand the nuances of portfolios through institutional grade metrics.
Learn about the science behind our risk profiling, portfolio creation engine and portfolio analytics. A small glimpse into the intelligence behind your hyper-personalised portfolio.
Berrywise does not charge clients a direct fee. Berrywise is a registered mutual fund distributor and is compensated through commissions directly from the fund houses. However, it is important to note that our algorithms are based purely on data (such as market factors, fund performance, composition, overall asset universe, risk profile, risk impact, etc.) and the varying commissions paid out by the fund houses have no bearing or impact on our mutual funds recommendations. Check out the science behind the Berrywise portfolio creation here
No, Berrywise is never in control of your funds. We recommend custom built portfolios that you can then choose to execute seamlessly through our platform by linking directly with BSE StarMF, ensuring that you are always in absolute control of your money.
Yes, there is a minimum investment value. We do this to give our users the best balance of diversification and risk aversion over the long term. Berrywise mutual funds recommendations are generated by our quantitative algorithms and usually consist of multiple mutual funds. Each of our solutions have a minimum investment value. Learn more here.
While Berrywise mutual funds recommendations are generated by our quantitative algorithms, we also have veteran fund managers monitoring the markets closely. In complex scenarios such as corporate governance issues or unexpected regulatory developments, our investment officers do have access to override algorithmic selections.
We would love to answer any queries you might have. Reach out to us at hello@berrywise.ai
