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ZerveX Find your type
ZerveX, the treeSummer

The tree from our homepage. It is ZerveX, your long-term portfolio: it blooms, bears fruit, drops its leaves and rests, and its roots keep growing through all four seasons. The seasons are the market's moods. An illustration, not real results.

ZerveX · for CMRS Gold members

Your long-term portfolio, across four markets.

ZerveX builds your portfolio from a short assessment of you, spreads it across four markets, and looks after it with you every month. Like the tree on our homepage, it is built to stand in every season.

US StocksIndian StocksCryptoGold, Silver and Cash
Find your investor typeHow it works
  • Built from your answersYour experience, your finances and your comfort with risk decide your plan.
  • Four markets, one planSpread wide, so one bad market doesn't sink the whole portfolio.
  • Looked after with youA review every month, and nothing changes without you.

1Your allocation

Your answers decide your portfolio.

No guesswork and no one-size-fits-all basket. Here is how an assessment becomes a portfolio.

  1. 1

    You answer about 15 questions

    How long you have invested, how steady your income is, your savings and loans, your goal, and how you would react if your investments fell.

  2. 2

    They become three scores

    Capacity is what your finances can take. Appetite is what you are comfortable with.

  3. 3

    The scores give your investor type

    Yudhishthir Low appetite for risk. Safety first.
    Arjun Medium appetite. Balanced and calculated.
    Bheem High appetite, with experience to match.
    Abhimanyu Very high appetite, or high appetite while still new to investing.
  4. 4

    Your type sets your model portfolio

    Each type has its own model portfolio across four asset classes. A steadier type holds more of the steady markets; a bolder type holds more growth.

    US StocksIndian StocksCryptoGold, Silver, Cash

2What goes in

Picked with research. Changed with care.

Picked

We track 1,325 stocks, coins and funds. Each market has its own model that scores them every day, and only a few make the cut.

Rotated

When a market turns expensive or cheap, money shifts within it, or from one market to another, to keep your plan in shape.

Rebalanced

When one part of your portfolio grows too big or falls too small, it is brought back in line with your plan. You get a clear note of what changed and why, and you decide on your review call.

Your rebalancing note
Arjun portfolio · quarterly review
Example
  • US StocksGrew past its share. Trimmed back to plan. Trim
  • Indian StocksFell below its share. Topped up. Add
  • CryptoPart of the gains taken. Trim
  • Gold, Silver, CashOn plan. No change.
Why: a strong quarter pushed Crypto and US Stocks above your plan.Review it with us this month

An example of how a rebalance is shown to members. Not a real update or recommendation.

3CMRS Gold Membership

ZerveX comes with CMRS Gold Membership.

Your portfolio, planted and looked after with you, through every season. This is your first year.

  1. Week 1A one-on-one callYour goal, your time frame and your comfort with risk.
  2. Week 2Your portfolioEvery holding across four markets, and why it is there.
  3. Every month1-on-1 portfolio review with RohitWhat grew, what to trim, what to add.
  4. Every weekA group call with Rohit Sharma and other Gold membersPlus WhatsApp access when you need it.

4Start here

Find your investor type in about 3 minutes.

Answer the same questions we use to build every ZerveX portfolio, and see your type straight away.

  • About 15 questions
  • In Hindi and English
  • Your type shown instantly
Take the assessment →

Prefer to talk first? Write to us at cryptomillionairerohitsharma@gmail.com