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Equity, Gold, Debt and International ETF based portfolios are being offered through the ETFy platform.

Asset Allocation, Growth and Goals are the 3 main factors being considered
while creating these ETF baskets.

ETFy is a platform where you can invest in ETF portfolios carefully curated by IIFL's best-in-class research team.

It covers all the asset classes to diversify your portfolio :

• Equity ETFs
• Gold ETFs
• Debt/Liquid ETFs
• International ETFs

An exchange-traded fund (ETF) is something of a cross between an index mutual fund
and a stock. It is a type of security that tracks an index, sector, commodity, or other
asset, but which can be purchased or sold on a stock exchange the same way a regular
stock can.

ETFs are essentially friendly index mutual funds with a few spicy perks. They are more
than appropriate for individual investors. In fact, given the low expense ratios and high
tax efficiency of most ETFs, as well as the ease with which you can use them to
construct a diversified portfolio, these babies can be the perfect building blocks for just
about any individual investor’s portfolio.

You can buy smallcases on any of the partner brokers. Select a smallcase, select your broker and invest in less than 2 clicks.

Our partner brokers are:

Zerodha, AxisDirect, Edelweiss, HDFC Securities, Kotak Securities, IIFL Securities, 5 Paisa, Aliceblue, Angel Broking, Trustline, Upstox, Motilal Oswal and Groww

If you have a trading & demat account with IIFL, you can start investing in the ETF Baskets. By clicking on ‘Invest Now’ or ‘Login’, you can login with the respective credentials. The funds from your broker account would be used for investing in ETF Basket.

Once you login with your broker credentials, you can use your trading account to buy and sell the ETF Baskets. The ETFs would be credited to your broker linked demat account.

Further, once you’re logged in, you can securely use the funds available in your broker account to invest in the ETF Baskets.

The funds from your broker account are utilised to invest in the ETF Baskets and the respective ETFs are credited to your broker linked demat account.

Once you have invested, the index value of the ETF Basket is set to 100 on the buy day for easy tracking. You can monitor the performance of the ETF Baskets from the Investments page on the broker’s platform.

Also, each ETF Basket is reviewed periodically and rebalanced to ensure your objective is on track.

The index value of an ETF Basket indicates the absolute price returns of that particular basket from the date of its inception. The index value is set to 100 on the inception date of the basket. The current index value shows by how much it has gone up since then.

When buying a basket, an index value of 100 is assigned to it. Overtime, if the index value is 108.54, you can easily deduce that your basket has generated a total return of 8.54%.

The Details view shows you a more detailed investment overview and P&L breakdown. You can also track individual ETF details from the Investments page.

There are no lock-in periods, so you may sell your baskets anytime. As a concept however, baskets work best when used for long-term investing.

Exclusive baskets can be subscribed directly from the basket profile by following the steps below : 

• Fill the subscription form with your name, email and phone number
• Select the subscription plan and make the payment
• After successful payment, invest in the subscribed ETF Basket inside your broker platform by clicking on “Invest Now”

Rebalancing is the process of ensuring the weights of the ETFs in the basket continue to be true to the underlying basket strategy. The rebalance frequency is decided by the IIFL Research team. You can update your basket in 2 clicks to ensure your basket is on track with the strategy.

You can also set up an SIP (Systematic Investment Plan) for your ETF Basket on a weekly, monthly, quarterly and annual basis. The SIP orders will not be placed automatically and will require you to place orders each time an instalment is due. We are working on making this automated soon.

To invest more in a basket from your Investments page, click on the basket you want to invest more in and click the Invest More button on the right.

The Invest More page helps you buy more of what you currently hold, meaning it will have a minimum amount to maintain the weighting scheme.

No, with the ETF Baskets - you are essentially buying exchange listed securities which are exposed to market risks. Investing in market instruments involves risks and investments may lose value.

Also, the returns shown for the ETF Baskets are the historical returns. The ETF Baskets do not have any projected returns shown. Past performance does not guarantee future returns.

From the individual ETF Basket page, you can find the Exit option at the right under More Actions. You can then choose a whole exit (sell all the constituents of an ETF Basket and exit completely) or a partial exit (book some profits while maintaining the minimum amount).

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the the ETF Basket.

Orders are unfilled under the following circumstances:

• No demat account linked with your trading account (A demat account is required to buy an ETF Basket)
• Insufficient funds while placing the orders (even though a funds check is conducted when you place any order - prices might have changed resulting in a/some order/s not getting filled)
• If an ETF is already sold on the broker platform, orders might be unfilled (If you have sold an ETF directly via the broker platform, this does not get updated in your basket and hence results in unfilled orders)

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the ETF Basket.

Repairing the batch helps you place fresh orders for those constituents that were not filled so your ETF Basket can be complete. For ETFs that are already sold on the broker platform, contact the support team to reconcile your holdings.

Archiving a batch excludes those ETFs that you have unfilled orders for and completes your ETF Baskets without placing fresh orders.

In this case, the ETF Basket will not be the same as the original version you meant to buy/invest more/rebalance/exit & will differ in composition & returns.

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created.

If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:

• Email used for subscription
• Subscribed smallcase Name

We will share the mandate(s) details in response to your request including the below:

• Mandate maximum limit
• Mandate Validity
• UMRN no. (Unique Mandate Registration Number)

To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. 

After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.