Intelligent Model Portfolio

Intelligent Model Portfolio

The Compounding Legacy — Long-Term Wealth Creation

In association with Motilal Oswal

IMP – Model Portfolio

Finskool21’s Compounding Legacy — an intelligent long-term model portfolio in association with Motilal Oswal Financial Services.

Pricing on request

Minimum investment: ₹5,00,000
Horizon: 2–3 years
Fundamentally strong, high-growth companies
No lock-in — exit anytime
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The Compounding Legacy is a carefully crafted, long-term wealth-building portfolio designed for investors seeking consistent, sustainable, and high-quality financial growth.

Rooted in value investing principles and focused on identifying strong businesses at attractive pricing, its core objective is to build a resilient portfolio that compounds steadily, creates long-term value, and becomes a lasting financial legacy for the future

₹5L

Minimum investment

2%

Fee per transaction

Equity

cash & carry

NRI

can also invest

What we cover
01
Value-Based Stock Selection
We identify fundamentally strong businesses trading at attractive valuations — focusing on companies with durable competitive advantages and long-term growth potential.
02
Disciplined Portfolio Management
Only equity, cash and carry transactions. No F&O, no intraday, no commodity. Primarily long-term positions with occasional short-term opportunities.
03
Transparent Portfolio Access
You can monitor your investments at all times via the Motilal Oswal app. Full view access is provided — no hidden positions, complete transparency.
04
Flexible Exit Policy
You may exit the portfolio at any time with prior intimation, allowing us to make necessary arrangements for portfolio liquidation in an orderly manner.

Service Outcome

  • A resilient, well-diversified long-term equity portfolio built on value investing principles.
  • Steady, compounding returns designed to create a lasting financial legacy.
  • Full portfolio visibility through the Motilal Oswal platform at all times.
  • Professional management with a 2% all-inclusive transaction fee.
  • Accessibility for both resident Indians and NRIs.
Faq's
1. What is IMP?

IMP is a long-term model portfolio initiative by Finskool21 in collaboration with Motilal Oswal. The Compounding Legacy is a thoughtfully designed portfolio aimed at investors seeking consistent, sustainable, and high-quality financial growth through disciplined portfolio management.

To enroll, write to us at support@finskool21.com. Our team will get in touch with you and provide complete details, including the onboarding process and all relevant aspects of the program.

The minimum investment required is ₹5 lakhs. Investments upward of ₹5 lakhs can also be made.

A 2% fee per transaction is applicable. This charge is comprehensive and inclusive of brokerage charged by Motilal Oswal, IMP platform fee, and Finskool21 fee.

Yes, you will have view access to your portfolio through the Motilal Oswal app, allowing you to monitor your investments at any time. You will not be able to make changes directly.