Compare Plans: Superstar, Omega & SmartSIP

Features Superstar Omega SmartSIP
Recommended for
Investable Surplus Less than 15 lacs Greater than 15 lacs Less than 5 lacs
Experience in Investing Med/High Low/High Low
User Preference Do-it-Yourself

DIY or Do-it-Yourself Investors want to and feel comfortable about doing investing by themselves.

They take responsibility for taking their investing decisions and its outcome. They invest a fair amount of time doing this.

Do-it-With-Me

DIWM or Do-It-With-Me investors are not comfortable with either getting deeply involved in investing decisions or leaving it all to other, even experts.

They want well-processed information, easy-to-use tools, a framework and a process that makes decision-making systematic and predictable.

They want to interact and have a collaborative relationship with their Investment Advisor.

Do-it-With-Me

DIWM or Do-It-With-Me investors are not comfortable with either getting deeply involved in investing decisions or leaving it all to other, even experts.

They want well-processed information, easy-to-use tools, a framework and a process that makes decision-making systematic and predictable.

They want to interact and have a collaborative relationship with their Investment Advisor.

Assets covered Direct Stocks Multi-Asset* Mutual Funds
Risk profiling No Yes No
Asset Allocation No Yes No
Customized Advice No Yes No
Investment Strategies Single Multiple Multiple
Portfolio Building  Yes Yes Yes
Portfolio Monitoring No Yes Yes
Portfolio Rebalancing  No Yes No
Reshuffling of Assets Partly Yes Partly
Customer Support Yes Yes Yes
Personal handholding  No Yes No
Review with Equity Analyst No Yes for >25 lacs No
Analyst Notes Yes Yes Yes
Alerts Yes Yes Yes
*Direct Stocks, Equity MF, Index Funds, Liquid Funds & Gold