Wealth is not earned, it is created. But how do we create it?
By Investing in Ordinary Companies with Extraordinary Performance and Management Teams.
By Investing into Emerging Themes.
By Focusing More on Risk Management rather than Returns.
And most importantly
By Keeping Patience During Volatile Times.
Introducing Wealth Builder Portfolio
The Wealth Builder Portfolio is a model portfolio of 15 - 18 Stocks meant for those who seek to build wealth in the long term. This well-diversified portfolio is thoughtfully curated, featuring companies with robust fundamentals and a strategic focus on futuristic emerging themes.
The portfolio targets themes poised for exponential growth, such as:
Consumption
Fueling demand in a rapidly growing economy.
Technology
The core enabler of connectivity and modern advancements.
Electric Vehicles
Driving the shift towards sustainable mobility.
Data Centers
The backbone of the digital revolution, catering to the increasing need for storage and computing power.
Healthcare Innovation
Revolutionizing treatments and services with cutting-edge solutions.
Digital/Automation
Powering efficiency and innovation across industries.
Green Energy
Leading the charge in sustainable energy solutions.
This portfolio primarily focuses on mid-cap and small-cap companies along with large-cap companies to provide cushion during volatile times, with an orientation towards mid-caps—businesses that strike the perfect balance between stability and high growth potential.
*To be charged after completion of the first 3 Months.
Don’t save your questions. We’ve got answers.
The Wealth Builder Portfolio is a thoughtfully curated model portfolio of 15-18 stocks designed to help investors build wealth over the long term. It focuses on emerging themes and companies with robust fundamentals and extraordinary management teams.
The portfolio includes a mix of mid-cap and small-cap companies and large-cap stocks to provide stability during volatile times.
The recommended time horizon for investors is 2-5+ years to fully realize the portfolio’s potential for wealth creation.
The portfolio includes 15-18 carefully selected stocks.
Portfolio Creation Fee: ₹20,000 (including 18% GST) for the first quarter.
This includes:
A model portfolio of 15-18 stocks with details and rationale.
Comprehensive research for the portfolio.
Onboarding support.
Exit guidance for each stock.
A lot of effort goes into creating and identifying the companies from the wealth creation perspective and creating a comprehensive report for the portfolio. So, to get access to the portfolio, clients need to pay a one-time INR 20000 as the portfolio creation fee.
To create wealth, it is essential to stay informed about the existing portfolio by regularly reviewing updates such as quarterly results and relevant news about the companies in the portfolio. Additionally, timely rebalancing is crucial—this involves removing stocks with deteriorating fundamentals and incorporating new stocks that align with the objectives of the Wealth Builder Portfolio.
Quarterly Updates/Rebalancing Fee: ₹ 1500 per quarter (including 18% GST) after the first three months.
If you don’t pay the Quarterly Updates/Rebalancing Fee, you will not get any updates regarding your portfolio except the Exits for all the stocks in your portfolio.
Clients can update their model portfolio at any time by making the required payment. However, in such cases, all previous updates, including quarterly results, news, and events, will not be accessible.
No, the pricing is simple and transparent, covering all the features and services mentioned.
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Disclaimer: “Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted on the website are for illustration only and are not recommendatory.”
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
