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Wealth Builder Portfolio

Model Portfolio of 15-18 Stocks From Emerging Themes to Create Wealth in the Long Term.
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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.

Key Product Features

Suitability

Investors with Time Horizon of 2-5+ Years.

Stock Ideas

15 - 18 Wealth Building Ideas

Research

Comprehensive Research Report for Portfolio.

Quarterly Updates

Rebalancing and Updates on Quarterly Results.

Exit / New Stock Ideas

Updates for Stock Exit, Hold, or New Stocks.

Customer Satisfaction

Not a Product Feature, Part of Our Culture.

Simple, Transparent Pricing

Wealth Builder

Key Features :

  • Portfolio of 15-18 Wealth Building Stocks.
  • Stocks Details, Weights, and Rationale.
  • Research Report for Model Portfolio.
  • Onboarding Support.
  • Rebalancing (Weights Change, Exits, New Stocks).
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Registered Name: Fynocrat Technologies Private Limited
CIN No.: U72900UP2022PTC164214
GST No.: 09AAFCF0553R2Z4
Reg Address: K-286, Site V Kasna Industrial Area Greater Noida Noida Gautam Buddha Nagar Up -201306
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Valid Till: Mar 14, 2028
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Principal Officer: Mr. Gaurav Goel | connect@fynocrat.com | +91 120 4458575

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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.