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Smart Cashvisors
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Benchmarking Cashvisory’s Stock Portfolio performance* against NIFTY50 over 5 years
*Disclaimer: Past Performance is not indicative of future returns
Empower Your Future. Maximize Your Returns.
Invest smarter and achieve more with Cashvisory. Here's how we empower your financial journey:
Stocks are your Wealth Accelerator
Stock investments can exponentially boost your wealth. With our expert guidance, you'll make smarter investments aligned with growth opportunities.

Don't Miss the Market Ride
You are losing out on a bonus month's pay cheque by not investing in the stock market.
Invest Now

Seize the Opportunity to Grow Your Wealth
Delaying stock investments means missing out on potential growth. Historically, stocks outperform other assets, delivering higher returns.

Goal-Based Planning
Cashvisory helps you define your financial goals and creates a personalised plan to achieve them. This ensures your investment strategy is aligned with your long-term objectives.

Custom Smart Investments
Cashvisory creates a diversified investment portfolio based on your risk tolerance and goals. This means you don't have to pick individual stocks or manage your portfolio yourself.

Invest in the Right Stock
Cashvisory’s SEBI certified experts refine your stock investments through quality research and analysis, making sure that you invest right.
Beyond Savings: Why Stocks Are Your Wealth-Building Ally
Stocks are powerful tools for building long-term wealth, but you might have questions. Let's address some common concerns and explore the benefits of stock:
Diversification with Cashvisory helps spread risk across different companies and industries, mitigating potential losses.
Cashvisory allows you to invest with smaller amounts, letting your wealth grow gradually.
Cashvisory's automated tools and expert guidance take care of the heavy lifting, so you don't have to be a market guru.
Invest with Ease
Ready to start building your wealth with stocks? Cashvisory makes it simple. Here's how it works:
Step 1
Get Started
Sign up for a free account and answer a few questions about your financial goals and risk tolerance.
Step 2
Personalised Plan
Our experts will create a customised investment portfolio tailored to your needs and aspirations.
Step 3
Start Investing
Fund your account and watch your portfolio grow! We handle the ongoing management and provide real-time insights.
Can I invest in direct stocks through Cashvisory?
Yes, we provide stock investment guidance, helping you build a well-diversified portfolio aligned with your financial goals. The baskets of stocks we curate for you are executable directly on Cashvisory. The trades get executed with Zerodha for Indian stocks and Interactive Brokers for US stocks.
How do I decide which stocks to invest in?
Our advisors conduct thorough research based on market trends, company fundamentals, and your risk appetite to help you make informed stock investment decisions.
What is the difference between short-term and long-term stock investing?
Short-term investing involves frequent buying and selling stocks. Whereas long-term investing focuses on holding stocks for years to benefit from market growth and compounding. We believe in a long term investing approach as this is where real value is created.
How risky is stock market investing?
Stock investments come with market risks, but a well-diversified portfolio and expert guidance can help minimise risks and maximise potential returns.
Can beginners start investing in stocks?
Yes! Our pre-curated baskets of stocks are ideal for beginners. With proper guidance from Cashvisory’s experts, beginners can start confidently and gradually build their investment knowledge.