Portfolio management
Consolidate holdings, lots and cost basis across accounts with a clean client view.
India-focused investment advisory
Millionique unifies adviser-backed recommendations, multi-asset portfolio tracking, and AI weekly insights — so you see every position, every P&L move, and every call in one professional workspace.
Why families & HNIs trust Millionique
Prototype metrics below illustrate the product story. Final disclosures and regulatory copy ship with production.
Public track record
Every published call shows entry, target, horizon and status. Filter by state or horizon.
| Stock | Entry | Target | Upside | CAGR* | Horizon | Date | Status |
|---|---|---|---|---|---|---|---|
| HDFC BankHDFCBANK | ₹1,482 | ₹1,720 | +16.1% | — | Short | 12 Feb 2026 | Open |
| Titan CompanyTITAN | ₹3,210 | ₹3,850 | +19.9% | 28.4% | Medium | 03 Oct 2025 | Achieved |
| Larsen & ToubroLT | ₹3,540 | ₹4,400 | +24.3% | — | Long | 18 Nov 2025 | Open |
| Varun BeveragesVBL | ₹1,520 | ₹1,780 | +17.1% | 41.2% | Short | 21 Jan 2026 | Achieved |
| Persistent SystemsPERSISTENT | ₹5,180 | ₹6,250 | +20.7% | — | Medium | 08 Mar 2026 | Open |
| Asian PaintsASIANPAINT | ₹2,860 | ₹3,420 | +19.6% | 16.8% | Long | 14 Jun 2025 | Achieved |
| Bajaj FinanceBAJFINANCE | ₹7,240 | ₹8,100 | +11.9% | — | Short | 02 Apr 2026 | Open |
| Dixon TechnologiesDIXON | ₹11,200 | ₹14,050 | +25.4% | 33.1% | Medium | 09 Sep 2025 | Achieved |
*CAGR shown for closed / achieved calls only.
Platform capabilities
One theme, one workspace — from allocation and P&L to adviser chat and PDF packs.
Consolidate holdings, lots and cost basis across accounts with a clean client view.
Day and MTD P&L with delayed market prints suitable for advisory workflows.
Equity, mutual funds, gold, silver and copper — one book, consistent INR reporting.
Structured buy / hold / sell notes with entry, target, horizon and rationale.
Portfolio observations and anomaly flags, always with a human review path.
Concentration, drift and volatility nudges before they become boardroom surprises.
Model vs actual allocation with sector slices and rebalance cues from advisers.
Secure threads for clarifications, portfolio questions and follow-ups.
Month-end packs and recommendation summaries ready for family offices.
Portfolio preview
Marketing preview of the customer dashboard — realistic INR figures for demos.
AI insights
AI drafts the observations; advisers review what reaches clients. Always accompanied by a clear disclaimer.
Financials and IT contributed most of MTD gains. MF sleeve lagged by ~90 bps — revisit SIP pacing in mid-caps.
Top holding is 11.4% of equity book (soft cap 10%). Adviser review recommended before adding.
Gold sleeve offset ~18% of equity drawdowns in the last risk-off week. Allocation still within model bands.
For clients of advisers
Your adviser publishes model ideas, rebalancing notes and direct messages — with a transparent historical track record you can audit.
Initiating Persistent Systems on delivery visibility into FY27. Entry zone ₹5,120–5,220; primary target ₹6,250 over 9–12 months. Position size capped at 4% of equity sleeve.
Multi-asset by design
Stop juggling broker apps and commodity statements — Millionique consolidates the book your family actually owns.
Subscription plans
Dummy INR pricing for the prototype. Billing period toggles monthly vs annual display only.
For self-directed investors who want a clean book and AI summaries.
Full recommendation access with adviser messaging — most popular.
For HNI desks needing denser coverage and white-glove review.
How it works
A straight path — OTP, KYC, subscribe, then invest with continuous insight.
Create your Millionique account with mobile & email.
Confirm identity with a one-time passcode.
Submit PAN / DOB and required documents securely.
Tour sample books, track record and plans.
Pick Basic, Premium or Elite — monthly or annual.
Import or enter holdings across five asset sleeves.
Weekly AI notes plus adviser recommendations.
Message, review calls and stay aligned.
Security & compliance
Prototype positioning — production deployments add firm-specific disclosures and registrations.
Role-based access, encrypted transit and storage for portfolio and KYC artifacts.
Sensitive identity fields are masked in UI and restricted to verified workflows.
TLS in transit; encrypted persistence for documents and messaging.
Hosting and processing positioned for India residency requirements.
Product language supports registered investment advisory operating models.
Subscription invoices structured for GST fields and audit export.
FAQ
Create an account with mobile and email, verify via OTP, then complete profile basics. No backend auth in this HTML prototype — flows are UI-complete for demos.
PAN, date of birth and supporting documents. Status appears as Pending / Verified / Action needed inside the customer portal.
Plans can be upgraded anytime. Downgrades and cancellations take effect at period end in the intended product rules (not enforced in this static prototype).
Holdings can be entered manually or imported in later builds. Prices use delayed market prints for advisory-safe display.
The product is designed for live or delayed quotes depending on exchange entitlements. This prototype uses static demo prices.
No. AI outputs are informational and may be wrong. Material notes are reviewed by a human adviser before client delivery.
Premium and Elite plans unlock in-product messaging threads tied to your client ID and adviser desk.
Subscriptions renew on the billing cycle you choose. GST invoices follow each successful UPI / manual payment confirmation in this prototype.
Ready when you are
Open a Millionique account, pick a plan, and bring your multi-asset book under one advisory-grade workspace.