Thematic Diversification
Each basket is built around a specific theme — manufacturing renaissance, digital India, consumption growth, export plays — with 10-20 carefully selected stocks.
Invest in thematic equity baskets curated by SEBI-registered Research Analysts. Diversified stock portfolios around specific investment themes and strategies.
Overview
Equity baskets are curated portfolios of 8-20 stocks built around a specific investment theme or strategy.
Equity baskets are curated portfolios of 8-20 stocks built around a specific investment theme or strategy. Unlike mutual funds where your money is pooled, equity baskets give you direct ownership of each stock in your own demat account. You see every holding, understand why it was selected, and can even exclude specific stocks that conflict with your existing portfolio.
The key advantage over mutual funds is transparency and customisation. With a basket from a SEBI-registered RA, you see the complete composition upfront — every stock, its allocation weight, and the rationale for inclusion. Baskets can be thematic (manufacturing, digital India, consumption), strategy-based (value, momentum, dividend yield), or market-cap focused. The RA publishes rebalancing updates, and you execute trades in your own demat at your discretion.
On Finamize, equity baskets are created exclusively by SEBI-registered Research Analysts under SEBI (Research Analysts) Regulations, 2014. Capital gains tax applies on individual stock exits — STCG at 20% for holdings under 12 months, LTCG at 12.5% above Rs 1.25 lakh annually.
SEBI
REGISTERED ANALYSTS
NISM XV
CERTIFIED
Quarterly
AUDIT REQUIRED
Track Record
PUBLISHED
Why Finamize
Why Choose Finamize
Regular Rebalancing
The RA reviews and updates the basket periodically. Receive alerts when stocks are added, removed, or when weightings change. You decide whether to follow the updates.
Full Transparency
See every stock in the basket, the allocation weight, entry rationale, and the RA's skin in the game. No hidden positions, no front-running.
Performance Benchmarking
Track basket performance against relevant indices (Nifty 50, Nifty Midcap 150, sectoral indices). Understand whether the basket is adding value over passive investing.
How It Works
Get Started in 3 Steps
1
Browse Baskets
Explore equity baskets by theme, risk level, minimum investment, and analyst. Read the investment thesis for each basket.
2
Subscribe & Access
Subscribe to a basket to see the full stock list, allocation weights, and receive ongoing updates and rebalancing alerts.
3
Invest at Your Pace
Buy the basket stocks through your own broker in the recommended proportions. Follow rebalancing updates as they are published.
Platform Features
What You Get
01
Basket Browser with Filters
Explore baskets by theme, risk level, minimum investment, historical returns, and the creating analyst's track record.
02
Performance Benchmarking
Track each basket against Nifty 50, Nifty Midcap 150, or sectoral benchmarks to evaluate alpha generation.
03
Rebalancing Alert System
Instant notifications when the RA adds, removes, or changes stock weights, with the rationale for each change.
04
Cross-Basket Overlap Detector
If you follow multiple baskets, the platform identifies overlapping stocks to prevent unintended concentration risk.
05
Entry/Exit Rationale for Each Stock
Every inclusion and removal comes with written rationale — not just a ticker symbol — so you understand the thinking behind each change.
06
Stock Allocation Viewer
See every stock with its target weight, current weight, entry rationale, and analyst conviction level.
Regulatory Framework
Equity Baskets Under SEBI Framework
1
Equity baskets on Finamize are created and managed exclusively by SEBI-registered Research Analysts holding valid INH registration numbers under SEBI (Research Analysts) Regulations, 2014.
2
Investors hold stocks directly in their own demat account. There is no pooling of funds or collective investment — each investor owns the stocks individually, unlike mutual fund units.
3
Equity baskets are not pooled investment vehicles like mutual funds. There is no NAV calculation — your returns depend on your actual entry prices and execution quality.
4
All SEBI disclosure requirements apply to basket recommendations — the RA must disclose personal holdings, conflicts of interest, and cannot promise guaranteed returns.
5
Performance displayed on basket pages is indicative and based on model pricing. Actual investor returns will vary based on entry timing, execution prices, and whether all rebalancing was followed.
6
Capital gains tax applies on individual stock exits within the basket. Short-term gains (held less than 12 months) are taxed at 20%, and long-term gains exceeding Rs 1.25 lakh annually are taxed at 12.5%.
FAQ
Frequently Asked Questions
Explore Equity Baskets
Browse thematic equity baskets created by SEBI-registered Research Analysts. Invest in curated portfolios with transparent track records.