Starting with Axe is simple and takes just a few minutes.

1. Discover Portfolios
Browse thoughtfully designed portfolios built on defined strategies and research-backed insights. Each portfolio comes with a clear investment rationale, risk level, and track record — helping you choose one that fits your goals.

2. Choose and Review
Once you’ve found a portfolio that matches your investment objectives, review its details — asset mix, methodology, past performance, and rebalance frequency.

3. Invest via Autopilot
Once you subscribe to a portfolio, you’ll invest through Autopilot — Axe’s seamless execution layer that connects directly with your broker. Link your broker account once, and Axe will line up buy/sell orders automatically during entry and every rebalance.

You stay in full control: review the orders, approve with a tap, and your broker executes everything in your own Demat account. No manual order placing, no spreadsheets, no execution stress.

4. Rebalance When Prompted
Whenever there’s an update to the portfolio, you’ll receive a rebalance alert. Review the changes and apply them with a click to stay aligned with the strategy.

5. Track & Stay Updated
Monitor your portfolio anytime — performance, allocations, or updates — all from your Axe dashboard. There’s no lock-in; you can modify or exit anytime through your broker.