Each Portfolio will be Unique. Every portfolio will be personalized to the clients’ preferences, and will be different due to -

• Negative List: Clients can mention the stocks they do not want to be included in their portfolio
• Time of Generating: A new portfolio is created at the time of account activation basis the market allocations and top-rated stocks at that point
• Investment amount and Liquidity: Stocks would be chosen basis their trading volumes and amount to be invested, which depends on the individual portfolio’s investment amount

You will be able to create two portfolios in Mojo Infinity, one for each strategy – Infinity SOUL and Infinity POWER.

Infinity SOUL is a very high-risk, very high-return approach, using a concentrated portfolio of 6-10 stocks only. The Infinity SOUL strategy represents the core benefits of our IP, providing dynamic and unrestricted allocation across market segments, without restrictions on the sector or stock allocations. Investors with a long-term horizon (min 5 years) and those with capacity to bear short-term price movements should consider investing a portion of their equity portfolio in this strategy.

Infinity POWER utilizes our dynamic allocation strategy across market segments, like Infinity SOUL. However, the allocation to the small-cap segment is limited to 20% maximum, while the allocation to sectors and companies is unrestricted. This results in a medium risk for the portfolio while retaining the ability to deliver high returns. Investors with a long-term horizon (min 5 years) and those with capacity to bear medium risk in their investment portfolio should consider investing a portion of their equity portfolio in this strategy.

There can be similar stocks qualifying for both strategies, depending on the market conditions, individual stock ratings and the segment-allocations selected by our algorithm. However, the overall portfolio risk will be medium for Infinity POWER & high to very high for Infinity SOUL portfolios, due to differences in market segment allocations.

Both the strategies are based on our dynamic allocation algorithm, which selects the allocation across market segments. While Infinity SOUL portfolio is unrestricted and allocations can be made to small, mid, and large caps from 0-100%, and targets very high returns, Infinity POWER restricts the maximum allocation to small caps to 20% - thereby bringing in an element of risk reduction to medium level, while aiming to deliver high returns.

No, you will not be able to migrate from your Infinity SOUL to Infinity POWER portfolio as the strategies and portfolio constructions are different.

The minimum investment for guaranteed acceptance is Rs. 50 lakhs. For amount below 50lakhs, we will register your interest in a Waitlist. We will contact the waitlisted investors once we expand the capacity and are able to accept their investment.

No, you can only add transactions for stocks, which were recommended. If the stock was not originally recommended, there would not be an option to insert trades for these.

In this portfolio, please follow the advice, else you would not be able to execute the strategy, and performance may suffer. If you do not execute the Sell, the transaction would remain in your pending advise. Only after you execute the sell suggestions, you would be able to generate buy suggestions against the amount.

Even after inserting the trade, you can change the transaction date, stock price, quantity, and brokerage amount. You can also opt to change your transaction history later. Please ensure all transactions are edited at the right price and brokerage, as your next instruction will depend on that.

• Editing the date
  While modifying the date, please ensure the date is greater than the initial investment date.
• Editing Quantity
  You can update the quantity less than or equal to the amount suggested; you cannot increase the quantity.
• Inserting Price
  You can only insert the price between the High and Low Price of the date mentioned.

You can keep adding the stock in multiple lots and keep the trade open.

If you cannot fill the trades even after 3 days, then we would recommend that you close the call and regenerate the order for the cash remaining.

We will generate a new order so you can allocate the amount with either within the portfolio stocks or in new stocks.

We recommend taking not more than 3 days to execute and update the transaction on the portal. If, for any reason, you were not able to execute the trades, you can regenerate the trades to get a fresh order.

Consider Mojo Infinity as a new portfolio and do not mix it with your existing holdings:

If you own the same stock in a MarketsMojo model portfolio:

• Both are different portfolios that follow different strategies.
• Keep maintaining both as separate portfolios and track the performance separately.

If you own the same stock in your other portfolio:

• We suggest keeping these separate as while inserting trades you can only use between the day’s high/low prices.
• It would be difficult for you to track performance basis your actual buying price.
• Hence, it is ideal to keep portfolios separate.
• We will only track the performance basis the price entered, which depends on the price range during the period.

You can execute the trades when you have the required liquidity. You can execute the trades in part or even regenerate the trade if you are unable to execute for 3 or more days.

You will be eligible for review if you have a minimum investment of Rs. 50 lakhs in at least one of the portfolios. Also, if you have two portfolios, then the review will be conducted once per eligible time period, and not separately.

We have a dedicated Servicing desk for our HNI clients in Infinity portfolios.. You can write to us using the Feedback section in the Profile drop-down on the top-right corner of the page, or email us at support@mojoinfinity.com

Charges are 1% of investment value charged upfront and 1% every 6 months if you make money in the semi-annual period. Comparison is made with the portfolio value plus any fee paid in the immediately-preceding 6-month period. If the value is higher we would charge the fee.

The semi-annual fee would be charged in case the portfolio value at the end of the semi- annual period is higher than the value at the last semi-annual period plus any charges paid at the last charge date. A fee will be charged even if the portfolio is in a loss, provided it is higher than last time, I.e. from six-months back.

Starting Date: 31-Oct-21 | Initial Investment: Rs 1 cr | Initial Fee: Rs 1 lac
Fee Review Date: 31-Apr-22

Portfolio Value: Rs 1.1 cr

Value Required to Charge Fee: Rs 1.01 cr

Fee to be Charged: Yes

Fee Amount: Rs 1.1 lacs

Next Fee Review Date: 31-Oct-22

Portfolio Value: Rs 1.04 cr

Value Required to Charge Fee: Rs 1 cr, 11 lac and 10 thousand (1.111 cr)

Fee to be Charged: No

Fee Amount: Nil

Next Fee Review Date: 31-Apr-23

Portfolio Value: Rs 1.06 cr

Value Required to Charge Fee: Rs 1.04 cr (Value at the end of prev quarter)

Fee to be Charged: Yes

Fee Amount: Rs1.06 lacs

Next Fee Review Date: 31-Apr-23

Portfolio Value: Rs 1.02 cr

Value Required to Charge Fee: Rs 1 cr, 6 lac and 5 thousand (1.0605 cr)

Fee to be Charged: No

Fee Amount: Rs Nil

There is no lock-in applicable. The portfolio remains active till the time that the fee is paid, i.e., until the next semi-annual billing cycle. In case you do not wish to continue with the service, you can end the arrangement by not paying the fee in the following semi-annual process.

A fee will be charged until the next semi-annual cycle. For example, let’s say you started the portfolio on 01 Jan 2022 with an investment of Rs 1 crore. Now you want to make an additional investment of Rs 50 lacs after 4 months. In this case, a 1% fee on additional investment would be charged for the remaining 2 months until the following 6-month cycle so that the fee would be 16.7 k (50 lacs *1%*2/6).

From the next cycle, i.e., from 01 Jul 2022, the fee would be applicable for six months on the total portfolio value.

There is no refund in case of withdrawal. The portfolio will remain active until the next semi-annual cycle.

Your next payment cycle will begin from 6 months of your start date for both portfolios separately.
For example: If you begin your first Infinity SOUL portfolio on 1st January 2022, your next payment cycle will be due on 1st July 2022. At the same time, if you start your Infinity POWER subscription on 1st March 2022, your next payment cycle will be due on 1st September 2022.

The payment cycles for each of your Infinity portfolios will be based on your portfolio generation dates and will be different if the portfolios were started on different dates.

The special pre-launch pricing of 1.5% p.a. is valid for lifetime on the amount that ws committed during the pre-launch deadline. You must register your interest by Apr-26-2022 and pay the first fees of 0.75% by Apr-27-2022, otherwise the pricing will revert to regular pricing of 2%p.a.

There is no refund as per our existing Refund Policy. The portfolio remains active until the following semi-annual cycle.

It's easy to execute trades online. Here's how you can go about it:

• Go to the pending advise page in your Mojo Infinity account
• Click on Execute Trades online
• Please note you can only execute stocks traded on NSE
• Select your broker and log in to your broking account
• Execute the trades

Once the trade is executed, we will auto-insert your trades in your Mojo Infinity account.

Currently, we have 14 brokers available to execute online trades. The brokers are:

Brokers for Resident Indians:

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

Brokers who enable NRIs:

• 5Paisa
• AxisDirect
• IIFL Securities
• Kotak Securities
• Motilal Oswal
• Trustline
• Upstox
• Zerodha

Yes. We do provide online execution of trades for NRI clients. If you are an NRI client with a Demat account, you can execute your trades online with the list of available brokers.

Brokers for Non-Resident Indians:

• 5Paisa
• AxisDirect
• IIFL Securities
• Kotak Securities
• Motilal Oswal
• Trustline
• Upstox
• Zerodha

Once you execute the trade, we will auto-insert your trades in your Mojo Infinity account.

There are occasions when trades do not get executed. Let's look at the scenarios:

At the time of buying / purchase:

• If the company is perceived poorly in the press, the stock price drops rapidly. This is usually seen in stocks with liquidity issues. Under such circumstances, the trade doesn't get executed.
• Trades are not executed when the stock hits the upper or lower circuit.
• If the cash balance in your Demat account is lesser than what we are advising you to buy
• If the stock is listed only in the BSE, the trade may not get executed.

While Selling

• If the company is perceived poorly in the press, the stock price drops rapidly. This is usually seen in stocks with liquidity issues. Under such circumstances, the trade doesn't get executed.
• Trades are not executed when the stock hits the upper or lower circuit.
• If the number of shares in your Demat account is lesser than the quantity you wish to sell
• If the stock is listed only in the BSE, the trade may not get executed.
• If trades are not executed or partially executed, you can view them in the pending advise section and execute them at a later stage.

No. Mojo Infinity is not a broker. However, we have partnered with smallcase to ease your investment journey. smallcase provides a list of online brokers to allow you to execute your trades online.

Mojo Infinity does not charge any fee to execute online trades.