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Some super frequently asked questions

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General Questions

Does Berrywise charge clients a fee?

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 recommended portfolios.

Check out the science behind the Berrywise portfolio creation here

Is Berrywise in control of my funds?

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.

Is there a minimum investment value?

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 personalised portfolios are generated by our quantitative algorithms and usually consist of multiple asset classes. Each of our solutions have a minimum investment value. Learn more here.

Is there any human input towards a portfolio's creation?

While Berrywise portfolios 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.

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The Science

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.

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Portfolio Analytics

Our advanced performance and risk analytics engine was designed to help managers understand the nuances of portfolios through institutional grade metrics.

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Who we are

With over 3 decades of combined experience in statistical analysis, risk management and portfolio optimisation, we make institutional grade investment strategies accesible to you.

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