Can I invest in multiple portfolios?
Yes, you can.
You can separate your investments based on your different objectives, whether it’s long-term growth, saving for a home, investing for your children or planning for retirement.
For example, you might set up:
One portfolio for retirement savings
Others to save for your children’s future
A third for your dream home
And even one for your honeymoon fund!
You can set up separate monthly investment plans for each portfolio. And you can keep track of your progress across your different portfolios, all in one place:
It's easy. Head to the app. In the "Portfolios" tab, you'll see the option to "Open new portfolio":
You'll then have to do the questionnaire to be assigned a new portfolio based on your goals and risk. Choose a name of your portfolio and that's it! We'll run a few checks, approve your account and then you'll be able to start investing with ease and set up a new monthly savings plan.
No. For now, all portfolios you create are linked to your account and in your name.
Not yet. But we’re exploring options like joint accounts for the future.
No. As each portfolio is separate, you can't easily transfer your assets between them. You'll have to sell your assets, get the money back on your bank account and then resend it to the other portfolio.
You can separate your investments based on your different objectives, whether it’s long-term growth, saving for a home, investing for your children or planning for retirement.
For example, you might set up:
One portfolio for retirement savings
Others to save for your children’s future
A third for your dream home
And even one for your honeymoon fund!
You can set up separate monthly investment plans for each portfolio. And you can keep track of your progress across your different portfolios, all in one place:
How can I create multiple portfolios?
It's easy. Head to the app. In the "Portfolios" tab, you'll see the option to "Open new portfolio":
You'll then have to do the questionnaire to be assigned a new portfolio based on your goals and risk. Choose a name of your portfolio and that's it! We'll run a few checks, approve your account and then you'll be able to start investing with ease and set up a new monthly savings plan.
If I open an account for my child, is it in their name?
No. For now, all portfolios you create are linked to your account and in your name.
If I create portfolios for my children, can my partner get access?
Not yet. But we’re exploring options like joint accounts for the future.
Can I move money between portfolios?
No. As each portfolio is separate, you can't easily transfer your assets between them. You'll have to sell your assets, get the money back on your bank account and then resend it to the other portfolio.
Updated on: 10/03/2025
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