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Moderate to High RiskModel Portfolio Based

Invest in quant-driven
model portfolios.

Concentrated, data-driven stock portfolios across market-cap segments — built on momentum, quality, and quantitative discipline.

What Is a Model Portfolio?

A ready-made basket of stocks, managed by experts.

A model portfolio is a curated collection of stocks selected using a systematic, rules-based approach. You subscribe, execute the recommended trades in your own demat account, and follow rebalance updates — keeping you in full control of your capital.

No fund manager lock-in. Your stocks, your account.
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Own Real Stocks
Stocks sit in your demat — full ownership, full transparency.
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Rebalance Alerts
Receive timely notifications when the portfolio rebalances.
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Full Transparency
See every holding, allocation, and rationale before investing.
One-Click Execution
Execute recommended trades with a single click on supported platforms.
Construction Philosophy

Built on discipline, not discretion.

1
Quantitative Selection

Our quant engine screens 4 000+ stocks on momentum, earnings quality, and relative strength to shortlist the highest-conviction ideas.

2
Factor Validation

Every pick is cross-validated against back-tested factor models — value, quality, and growth — to filter out noise and survivorship bias.

3
Systematic Rebalancing

Portfolios are rebalanced on a fixed cadence. Rules trigger exits and entries — removing emotion from the process entirely.

No discretionary overrides. Discipline drives consistency.

Why Clearmind

What sets us apart.

SEBI-Registered

Research analyst (INH000013546) — regulated, compliant, and transparent at every step.

Quant-First Approach

Multi-factor models tested across 10+ years of market data drive every decision.

High-Conviction Picks

Concentrated portfolios — no over-diversification. Every holding earns its place.

Platform-Agnostic

Works with smallcase, Dhan, and other brokers — execute on the platform you trust.

Transparent Pricing

No hidden charges. Flat subscription with full visibility into every recommendation.

Performance is earned. Trust is built through transparency.
Risk Disclosure

What to expect.

Investing in model portfolios involves market risk. Before subscribing, ensure you understand the following:

Key expectations

Model portfolios invest in equities and carry inherent market risk. Capital loss is possible.
Past performance does not guarantee future returns. Back-tested results may differ from live performance.
Portfolios are concentrated. Individual stock movements can significantly affect overall returns.
Rebalances require manual execution — delayed action may impact results.

Please consult a qualified financial advisor before making investment decisions. Clearmind Investments is a SEBI-registered research analyst and does not provide personalized financial advice.

Frequently Asked Questions

Common questions, answered.

Subscribe to any portfolio on a supported platform (smallcase, Dhan, etc.), review the stock recommendations, and execute the trades in your own demat account. Rebalance updates are sent when the portfolio is rebalanced.

No. Clearmind is a SEBI-registered research analyst. We provide stock recommendations via model portfolios. Your money stays in your own brokerage account — we never hold or manage client funds.

Most portfolios follow a quarterly rebalance cycle. Some strategies (like Micro Cap) may rebalance monthly. The cadence is specified on each portfolio detail page.

It depends on the portfolio. Each portfolio page displays the current minimum investment required. Typical ranges are ₹25,000 to ₹5,00,000.

Model portfolios follow a fixed, rules-based methodology. Customisation would break the integrity of the quant framework. For bespoke needs, explore our PMS offerings instead.

Get Started

Find the right portfolio for you.

Explore our quant-driven model portfolios and start building a data-driven equity allocation today.

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