How to Invest in Curated Baskets on Navia
Picking the right stocks takes time and research — not everyone can keep up with it. Curated Baskets let you invest in a ready-made group of stocks chosen by SEBI-registered Research Analysts, so you don’t have to build your portfolio stock by stock.
Navia now offers Curated Baskets from SEBI-registered Research Analysts like Compounding Wealth and Investor AI, right inside the Navia All-in-One App. You can browse baskets, read the research behind them, and invest — all in one place.
This guide walks you through the whole process, step by step.
💡 Quick Answer
A Curated Basket is a ready-made group of stocks built around a specific idea or strategy by a SEBI-registered Research Analyst. On the Navia All-in-One App, you can browse baskets from RAs like Compounding Wealth and Investor AI, review the research, invest, and track rebalancing — all in one place. There is no fixed minimum investment, rebalancing always needs your approval, and you can exit anytime with no lock-in. Navia Markets Ltd. acts as the execution platform only and does not provide investment advice or research.
What Is a Curated Basket?
A Curated Basket is a ready-made group of stocks put together around a specific idea, strategy, or investing style by a SEBI-registered Research Analyst (RA). Instead of picking stocks one by one, you invest in a basket and get every stock in it in a single step.
Navia’s Curated Baskets are built by RAs such as Compounding Wealth and Investor AI. Each basket comes with clear details so you can understand the thinking behind it before you invest.
Navia Markets Ltd. acts as the execution platform only and does not provide investment advice or research. The Research Analysts named above are independent SEBI-registered entities responsible for their own baskets and recommendations. Navia is not responsible for the performance of any basket.
How to Get Started
Open the Navia All-in-One App and log in. Then go to the Accounts section.
There, you’ll find Curated Baskets among the available tools. Tap on it to see all the baskets on offer.
Choosing a Basket
At the top of the page, use the filters to narrow down your choices. You can filter by Research Analyst — like Compounding Wealth or Investor AI — or by strategy and theme.
Once you apply the filters, the matching baskets will show up below. Tap on any basket to see its details before you decide to invest.
What You’ll See on a Basket’s Page
Each basket page gives you the details you need to make an informed choice:
- Investment approach — how the basket is built
- Who it’s for — the type of investor it suits
- What makes it different — how it stands out from other baskets
- Sector spread — how the basket’s stocks are spread across industries
There’s no fixed minimum amount for Curated Baskets — it varies from basket to basket. Once you’ve gone through the details and are ready, tap Invest Now.
Investing in a Basket
Enter how much you want to invest and check the order summary. It will show you the stocks in the basket and how much of your money goes into each one.
Once you’re happy with the summary, confirm the order. The stocks are then bought and added to your demat account as per the basket’s plan.
Rebalancing
From time to time, the Research Analyst may rebalance a basket — adding, removing, or changing how much weight a stock gets, based on the strategy. This doesn’t happen automatically. Whenever a rebalance is suggested, you’ll need to review and approve it before it’s carried out in your portfolio.
Fees and Exiting
Research Analysts charge their own advisory fee for managing a basket. This is separate from Navia’s brokerage or subscription charges. There’s no lock-in period, so you can exit a basket and sell the stocks in it whenever you want.
In Short
Investing in Curated Baskets through the Navia All-in-One App gives you direct access to research-backed portfolios from SEBI-registered Research Analysts like Compounding Wealth and Investor AI. From finding a basket and understanding its approach, to investing and staying updated on rebalancing, the process keeps you informed and in control at every step.
If you’re trying this for the first time, remember: there’s no fixed minimum investment, rebalancing always needs your approval, advisory fees are charged separately by the RA, and you can exit anytime with no lock-in. Take a moment to check each basket’s approach and suitability before you invest — it helps you make a better decision.
Key Takeaways
- A Curated Basket is a ready-made group of stocks built around a specific idea or strategy by a SEBI-registered Research Analyst.
- Available on the Navia All-in-One App under Accounts. Filter by Research Analyst, strategy, or theme.
- There is no fixed minimum investment — it varies from basket to basket.
- Rebalancing is never automatic. You review and approve every rebalance before it happens.
- The Research Analyst charges an advisory fee separately. There is no lock-in period — you can exit anytime.
- Navia Markets Ltd. acts as the execution platform only and does not provide investment advice or research.
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