The MAX Strategy
For stable and safe participation in the stock market without taking high risks. Focused purely on the cash segment, MAX invests in fundamentally strong and liquid stocks and is rebalanced every Monday.
Key Highlights
- Safe & Disciplined Approach: Focus only on fundamentally strong companies.
- Weekly Rebalancing: Portfolio reviewed and updated every Monday.
- Transparent Reporting: Weekly and monthly reports shared with clients.
- AI-Assisted Research: Backed by Niveshartha’s analytical framework.
- No Derivatives. No Leverage. Only Cash Stocks.
How MAX Works
- Stock Selection: 4 - 5 fundamentally strong and liquid stocks chosen through in-depth research.
- Weekly Review: Every Monday, the portfolio is analyzed and adjusted for optimal positioning.
- Risk Management: Strict exposure and stop-loss rules ensure safety of capital.
- Reporting: Clients receive weekly updates and a detailed monthly summary.
Why Choose MAX?
- Designed for capital safety and steady returns.
- Combines research-driven insights with disciplined execution.
- Ideal for investors who prefer low-volatility, high-consistency portfolios.
- Built to protect and grow your wealth systematically.
Rebalancing Cycle
- Every Monday: Portfolio reviewed and updated.
- Weekly Update: Performance summary shared with clients.
- Monthly Report: Consolidated view of gains, changes, and market insights.
Reporting & Transparency
- Weekly stock performance updates.
- Monthly portfolio summary with rationale for each change.
- Real-time insights through our client dashboard (if applicable).
Ideal For
- Investors seeking low-risk equity exposure.
- Professionals looking for weekly managed portfolios.
- Businesses and HNIs wanting stable, monitored investments.
Example Portfolio Allocation
| Segment | Allocation | Purpose |
|---|---|---|
| Large Cap Stocks | 50% | Stability |
| Mid Cap Stocks | 30% | Growth |
| Defensive Stocks | 15% | Protection |
| Cash Reserve | 5% | Liquidity |
Designed by experts, Diversified to suit
Select from our products to match your requirement.
Large Cap Stocks
Stable and well-established companies with strong market leadership. They provide steady growth, lower volatility, and consistent returns, forming the foundation of a balanced investment portfolio.
Mid Cap Stocks
Growing companies with solid fundamentals and high potential for expansion. They offer a balance between growth and stability, capturing emerging opportunities in the market.
Defensive Stocks
Reliable businesses from essential sectors like FMCG, healthcare, and utilities. They remain resilient during market volatility, protecting capital and ensuring portfolio stability.
Cash Reserve
A small liquidity buffer maintained for flexibility and timely opportunities. It ensures quick rebalancing, protects against volatility, and supports smooth portfolio adjustments without added risk.
Invest where your dream comes true
Factors determining the return potential.
Have a Question ?
MAX (Managed Asset eXecution) is a research-based, weekly-managed investment product designed for investors who want stable and disciplined participation in the stock market.
It focuses only on cash equity, investing in fundamentally strong and liquid stocks, with no derivatives or leverage. MAX aims to provide steady growth with capital safety through systematic rebalancing and research-backed decisions.
MAX follows a rule-based and research-driven approach:
4-5 fundamentally strong stocks are selected after detailed research.
The portfolio is reviewed and rebalanced every Monday to adjust to market changes.
Strict risk management and exposure limits are maintained.
Clients receive weekly updates and a detailed monthly report with all changes and rationale.
This ensures that your portfolio stays adaptive, stable, and transparent at all times.
MAX is ideal for:
Professionals seeking safe equity exposure.
Conservative or first-time equity investors.
Business owners and HNIs looking for disciplined, low-volatility returns.
Anyone who wants consistent market participation without high-risk trading or F&O exposure.
Unlike mutual funds or PMS, MAX offers:
Weekly rebalancing instead of quarterly or semi-annual changes.
Full transparency — you receive detailed weekly and monthly reports.
No lock-in period — you control your capital and withdrawals.
Pure cash-based investing with strict discipline and no leverage.
AI-assisted research through Niveshartha’s proprietary analytical framework.
The minimum investment to start with MAX is ₹X lakh (you can set this based on your plan).
This ensures sufficient diversification across 10–15 quality stocks while maintaining cost efficiency and stability.
MAX does not use derivatives, leverage, or margin trading — it operates only in the cash equity segment.
Our research team follows strict stop-loss and exposure rules, ensuring capital protection.
Weekly monitoring and rebalancing further minimize drawdowns and market risk, providing steady, low-volatility performance.
You will receive:
Weekly performance updates with portfolio status.
Monthly summary reports explaining key changes and insights.
Start investing today, for a better tomorrow
If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.
Start investing today, for a better tomorrow
If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.
*Disclaimer: “Registration granted by SEBI, Enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
*Disclaimer: For security/securities displayed in the website and in the advertisement - “The securities quoted (If any) on our website or in any of our advertisement are for illustration only and are not recommendatory.”
*Standard warning: “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
*Mandatory notice: “Clients shall be requested to go through Do’s and Don’ts while dealing with RA as specified in SEBI master circular no. SEBI/HO/MIRSD-POD- 1/P/CIR/2024/49 dated May 21, 2024 or as may be specified by SEBI from time to time.”
Note: We have changed our pricing with effective from 01/12/2024.
Niveshartha ©2025 All Rights Reserved.
Developed by Techisor