about us

Cleverpot is the first of its kind online Investment platform, promoted by SOGIS Equities. Its was found to overcome the problems of investor in taking investment decisions online. We at cleverpot work on client Interest with a single motto.

Why cleverpot

  • Risk profiling & asset allocation
  • Goal based investment plans
  • Periodic portfolio review and rebalancing
  • Tax saving investment advice
  • Paperless transactions
  • Apps for portfolio viewing & tracking

How it works ?

We at Cleverpot work with you to achieve your Financial goals through Systematic Approach

Do It Yourself

“Do It Yourself” is suited for individuals who want complete investment process quickly, without human intervention


DO IT YOURSELF

Get Advice

“Get Advice” is for those who would like to utilize our expertise in getting a comprehensive financial advice, prepared from our advisors.


GET ADVICE

services

STRATEGIC ASSET ALLOCATION

Every financial success depends on the right asset allocation. Asset allocation plays an very important role in achieving our financial goals in time. Our strategic asset allocation service helps you know your future goals and strategies to achieve them with ease.

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.


RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.


GOAL BASED ADVISORY

Investment without a goal is like journey without a destination. Every investment should be made with purpose. But to meet that purpose we need a advice in choosing the right asset at right time. Our Goal Based Advisory in an unique service which helps you in getting better Investment results.

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.tax liability.


Our Products

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together

EQUITIES

Direct equities are the asset class which help us in creating an extra return in the portfolio. However stock selection should be made with proper risk management in place. Investing in Direct equities through DEMAT.

INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.
Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

contact us

Address

SOGIS Equities, 100 feet Main Road,
Near watertank, Vinobanagar,
Shivamogga-577204.

Phone

+91 9845265906

Cleverpot.
Design & Developed by Optimum Financial Solutions Pvt. Ltd.