Smart Investment Baskets – Wealthcrop

🧺 Smart Investment Baskets for Your Goals

Wealthcrop allows you to invest smartly using curated mutual fund baskets aligned to specific goals, or create your own personalized combinations.

🎯 Curated Baskets

Pre-designed fund combinations by our experts—retirement, education, tax-saving, etc.

🛠️ DIY Basket Builder

Use filters and fund data to build your own goal-based or theme-based basket.

📊 Real-Time Analytics

Analyze fund overlap, risk score, returns & volatility before finalizing basket.

🔄 Auto Rebalancing

Smart auto-rebalancing tools to manage portfolio drift over time (coming soon).

  • 📈 Compare Basket Performance

    Side-by-side comparison of multiple baskets on return, CAGR, standard deviation, etc.

  • 🧮 Basket Return Calculator

    Estimate projected returns based on investment value, expected CAGR & tenure.

  • 🧾 Export Basket Summary

    Download basket components in PDF with disclosures, fund facts & performance.

  • 📤 Share Your Basket

    Copy sharable link for your custom basket and invite clients or friends.

Create Basket
Select Pre-Built
Compare Baskets

Create Your Own Basket

Filter funds by risk, category, AMCs, sectors or performance and build your personal fund basket. Track performance in real-time and adjust as needed.

Explore Expert Curated Baskets

Select from Wealthcrop’s ready-made goal-based baskets like Retirement Growth, Child Education, ELSS Tax Saver, or Balanced SIPs.

Compare & Analyse

Use interactive comparison tools to analyze returns, ratios, volatility, and overlap between baskets.

Is it allowed to offer curated baskets as a Mutual Fund Distributor?
As per SEBI/AMFI norms, MFDs can suggest scheme combinations for illustrative purposes without providing advisory. Disclaimers must clarify that no guaranteed returns or portfolio advice is offered.
Can investors create and invest in their own baskets?
Yes. Our digital tools allow investors to explore, evaluate, and invest in custom-built baskets suited to their goals and risk profiles.
Are baskets SEBI/AMFI compliant?
Yes. All baskets are based on SEBI-permitted mutual fund schemes. We display standard disclaimers and do not offer personalized advice.

🚀 Ready to Build Your Basket?

Try our DIY Basket Builder or explore curated portfolios now.

Launch Basket Tool
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