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Our expertly curated model portfolio and transparent insights—all in one place.
Invest Now Learn MoreA complete investment solution designed to help you build and track wealth with confidence and transparency.
📊
Curated Portfolio
Hand-picked stocks selected by SEBI-registered analysts, aligned with your investment goals.
📈
Performance Tracking
Track portfolio performance vs Nifty 50 and Sensex benchmarks with regular updates.
💡
Portfolio Rationale
Understand the "why" behind each stock selection and investment thesis.
🔄
Regular Rebalancing
Adaptive strategy that evolves with market conditions and opportunities.
Introducing SF Wealth Builder – A balanced portfolio designed for long-term wealth creation.
SF Wealth Builder
Balanced GrowthA thoughtfully crafted portfolio combining blue-chip stocks, emerging opportunities, and defensive plays for steady wealth accumulation.
Risk Level
Medium
Status
Active
Control
Your Demat
Key Features:
Diversified across sectors
Rebalanced as required
Transparent holdings list
Expert analysis & rationale
Four simple steps to start building wealth with Soch Finance Portfolio.
Invest Now
Gain access to SF Wealth Builder and all premium features with our annual membership.
Access Your Dashboard
View portfolio composition, performance updates, and detailed analysis.
Learn the Strategy
Access detailed rationale, investment thesis, and insights for each holding.
Track & Optimize
Monitor your progress, receive alerts on rebalancing, and stay updated on portfolio changes.
Experience a new level of transparency and expertise in portfolio management.
✅
Transparent Holdings
See exactly what you're investing in with detailed breakdowns and rationale for each stock.
📊
Performance Updates
Regular performance reporting with accurate returns, benchmarks, and analysis.
👨💼
Expert Selection
Curated by Isha Jain, a SEBI-registered Research Analyst with years of market expertise.
🏦
Complete Control
All holdings are in your own demat account. You maintain full control over your investments.
📈
Benchmark Comparison
See how SF Wealth Builder stacks up against Nifty 50 and Sensex.
🔄
Regular Updates
Rebalancing and alerts on portfolio adjustments based on market conditions as required.
A newly launched portfolio designed with a long-term wealth creation philosophy in mind.
Curated
Quality Holdings
As Required
Rebalancing Schedule
Multi-Sector
Diversification
Transparent
Investment Approach
Unlock full access to SF Wealth Builder and all premium features with our flexible subscription options.
Premium Membership
₹20,000
per year
Full portfolio visibility
Performance tracking & analysis
Investment rationale & thesis
Portfolio rebalancing alerts
Priority support
Exclusive webinars
Use code WELCOME6 for 100% off first cycle
Find answers to common questions about Soch Finance Portfolio.
What is a model portfolio?
A model portfolio is a curated collection of stocks selected by our SEBI-registered analysts based on fundamental analysis, market trends, and investment strategy. It serves as a blueprint for investors looking to build wealth systematically.
How often is SF Wealth Builder rebalanced?
SF Wealth Builder is rebalanced as and when market conditions warrant adjustments. We notify all subscribers of any rebalancing decisions along with detailed rationale and analysis.
Can I invest directly through Soch Finance?
Soch Finance is a model portfolio and educational platform. You can invest in the stocks independently through your own brokerage account. We provide transparent recommendations, and you maintain full control over your investments.
What does the Premium subscription include?
The Premium subscription costs ₹20,000 per year. This gives you full access to SF Wealth Builder, including portfolio visibility, performance analysis, expert rationale, and rebalancing alerts. There are no hidden charges or additional fees.
How is performance tracked?
We track portfolio performance regularly and provide updates to our subscribers based on market closing prices from NSE and BSE. We calculate returns using standard market metrics (Absolute Return %, Total Gain/Loss, Weighted Portfolio Return) for complete accuracy and transparency.
Who manages Soch Finance?
Soch Finance is run by Isha Jain, a SEBI Registered Research Analyst. We adhere to all regulatory guidelines and compliance standards set by SEBI to ensure investor protection and transparency.
Join thousands of investors building wealth with Soch Finance Portfolio.
★★★★★
"Love the transparency and expert-backed approach. SF Wealth Builder gives me confidence that my investments are in good hands."
- Murti Sood
★★★★★
"Finally, a platform with real portfolio insights. The rationale behind each stock selection makes all the difference."
- Suraj Pahuja
★★★★★
"The team really knows what they're doing. I appreciate the thoughtful portfolio construction and complete control over my investments."
- Shishir Masaldan
Join investors who are making informed decisions with our expert-curated model portfolio.
Invest Now Learn MoreDisclaimer: Past performance is not an indication of future performance. All investments in securities are subject to market risks. Please read the risk disclosure carefully before investing.
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