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Insta Folio — Curated Model Portfolios for Stock Investing

What is Insta Folio Insta Folio gives you access to professionally curated model portfolios built by the Chola Securities research team or SEBI-registered investment advisors. Invest in research-backed strategies designed around specific market opportunities, risk profiles, and investment horizons — without the complexity of building your own stock portfolio.

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Insta Folio on the Chola Securities app
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What is Insta Folio?

Insta Folio is Chola Securities' model portfolio product, a ready-to-invest collection of stocks curated by the in-house research team or SEBI-registered investment advisors (RIAs). Unlike picking individual stocks yourself, each Insta Folio basket comes with a defined investment strategy, a specific market opportunity or theme, and a risk profile already built in. Investors can review the basket composition and invest across all stocks in a single transaction.

Find your fit

Explore Insta Folio

Choose a source — our in-house research baskets or curated strategies from Registered Investment advisors.

CSec Research Baskets

Partner Select

Partner Select

Strategies offered by reputed third-party Registered Investment Advisors (RIAs). Browse live RIA partners and explore the detailed pages for each of their products.

Each partner opens a detail page covering their products and strategies.
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Step by step

How Insta Folio works?

  1. 1

    Browse available Insta Folio — choose from Chola Securities' in-house research baskets or model portfolios curated by SEBI-registered investment advisors.

  2. 2

    Review the portfolio details — each basket shows the investment strategy, minimum investment amount, investment horizon, and the individual stocks included.

  3. 3

    Select the portfolio that matches your risk profile and financial goal.

  4. 4

    Invest in one click — place your order through the Chola Securities app or web platform. The system executes trades across all stocks in the basket simultaneously.

  5. 5

    Track your Insta Folio alongside your other holdings in the unified Chola Securities App & web platforms.

The Insta Folio advantage

Why Invest Through Insta Folio?

Research-Driven Investing

Gain access to portfolios built on extensive market research, company analysis and investment expertise.

Ready-to-Invest Solutions

Skip the complexity of identifying and tracking multiple stocks individually.

Diversified Portfolios

Benefit from carefully selected portfolios designed to capture specific market opportunities while maintaining diversification.

Professional Portfolio Monitoring

Portfolios are periodically reviewed and updated based on evolving market conditions and investment outlook.

Multiple Investment Approaches

Choose from Chola Securities' research-backed baskets or strategies offered by reputed third-party advisors.

Convenient Investment Experience

Explore, review, and invest in curated portfolios through a seamless digital journey.

Frequently asked questions about Insta Folio model portfolios

Insta Folio is Chola Securities' model portfolio product, a curated collection of stocks built by the in-house research team or SEBI-registered investment advisors. Unlike building your own portfolio, you do not need to research individual stocks, decide allocation percentages, or time your entries separately. Each Insta Folio basket comes with a defined strategy, risk profile, and stock composition already in place. You review the basket and invest across all its stocks in a single transaction, without the complexity of managing individual positions.
CSec Research Baskets are model portfolios curated directly by Chola Securities' in-house fundamental research team, built around high-conviction stock ideas for long-term wealth creation. Partner Select model portfolios are offered by third-party SEBI-registered investment advisors (RIAs) onboarded to the Chola Securities Insta Folio platform. Both follow a research-backed, strategy-led approach. Investors can choose based on whether they prefer Chola Securities' in-house expertise or a specialist RIA's strategy.
Insta Folio model portfolios are periodically reviewed and updated by the respective research team or SEBI-registered investment advisor based on evolving market conditions, company performance, and the investment outlook for the strategy. When a basket is rebalanced, investors receive notifications to update their holdings accordingly. The rebalancing frequency depends on the portfolio's investment strategy and the discretion of the portfolio curator.
Yes. Insta Folio is specifically designed for investors who want equity market exposure without the complexity of researching, selecting, and tracking individual stocks. Each model portfolio is built around a specific strategy and risk profile, so investors can choose a basket that aligns with their goals and invest in one step. Investors should review the strategy, risk profile, and minimum investment for each basket before investing, and consult an independent financial advisor if needed.
You can invest in an Insta Folio model portfolio through the Chola Securities app or web platform. Browse the available baskets under the Insta Folio section, select the model portfolio that matches your investment goals, review the portfolio composition and minimum investment amount, and place your order. The platform executes trades across all stocks in the basket in a single transaction. You need an active demat and trading account with Chola Securities to invest.
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