Savart X · Investment advisory
Know what to invest in. Understand why.
Get clear recommendations, the research behind them, and guidance on how much to invest.
A recommendation with your portfolio in mind.
An investment can look promising on its own. Personal advice also considers what you already hold, what you want to achieve and how much risk you are comfortable taking.
Savart X connects investment research with those decisions, from choosing an allocation to reviewing it as things change.
SEBI-registered investment adviser
Savart's investment adviser registration is INA200012601.
Research powered by APART
Understand the business, its finances and the reasoning behind a recommendation.
About APARTYour money stays with you
You decide whether to act and place investments through your own eligible account.
Explore stocks and funds, with bond and IPO discovery.
Free portfolio review
Start with what you already own.
See your stocks and mutual funds together in the Savart app, with a free overview of your portfolio.
See the reasons. Weigh the decision.
With your portfolio as the starting point, look at the investments themselves. APART examines a company's finances and valuation alongside its management, governance and competitive position.
The Savart Score brings together five research factors: Potential, Value, Quality, Health and Record.
Inside the Savart ScoreUnderstand the business
See how the company earns money and what supports its growth. Research looks at the people running it, its governance and its position among competitors.
Check financial strength
Examine profitability, efficiency and balance-sheet strength alongside the company's track record. The finances help you assess the case for investing.
Weigh the price
Consider the valuation in relation to growth and the underlying business. Understand the reasoning behind a buying range in a recommendation.
Know what could change
Financial strain, governance concerns or competitive pressure can weaken an investment case. Understand those risks alongside the reasons to invest.
Decide how much belongs in your portfolio.
The next question is how much to invest. Personal advice connects the research to your goals, comfort with risk and existing holdings.
You get an amount to consider and the reasoning behind it, so you can weigh both the investment and its place in your portfolio.
Start with your existing holdings
Your stocks and funds give the advice context. A new investment is considered as part of that portfolio, and existing holdings can be reviewed in the same way.
Give the allocation a purpose
What you are investing for and the risk you can take help shape the amount. Personal advice considers those needs alongside the recommendation.
Revisit the decision when things change.
Once you have invested, ongoing advice returns to the reasons you chose the holding. Review and rebalancing guidance help you decide whether it still fits and whether its allocation needs to change.
When the investment case changes
A change in the company's finances, valuation or competitive position gives you something specific to reassess. Revisit the research and the risks behind the original recommendation.
When your circumstances change
Your goals or comfort with risk may change even when the company hasn't. Personal advice considers that change, with guidance on rebalancing what you hold.
Start with a clearer picture.
Whether you're considering a new investment or reviewing one you already hold, bring the decision you want help with.
Explore Savart One-
Take stock of what you own
A free portfolio review brings your stocks and mutual funds together in the Savart app. Start with a clearer view of your current investments.
-
Think about what you need from it
Consider your goals, the risk you're comfortable with and the holdings you'd like guidance on. These give personal advice its context.
-
Explore the advice you need
Compare the advisory plans when you want personalised recommendations, allocation advice and ongoing guidance.
Before you begin.
How does research become personal advice?
Research examines the investment: its business, financial strength, valuation and risks. Personalised advice connects those findings to your goals, risk profile and existing portfolio, including how much to allocate.
What can I learn from the free review?
The free review brings your stocks and mutual funds into one view in the Savart app, so you can get to know your portfolio.
Who decides whether to act on the advice?
You do. Savart explains the recommendation and guides your allocation. You decide whether to invest and place any trades through your own eligible account.
Get to know your portfolio better.
See your stocks and mutual funds in one view. Start with a free portfolio review, then explore personal advice for the decisions you want help with.