5 smallcases - CAGRwealth

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CAGRwealth

CAGRwealth is a boutique investment advisory firm providing factor based and fundamental research based investing model portfolios based on deep research.

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CAGRwealth Flexicap Model Fundamental

Starts from ₹2499 for3m

Flexicap portfolio for long term investment based on fundamental research. Recommended size >3 lakhs

Starts from ₹2499 for3m

CAGRwealth Balanced Blend Asset Allocation

Starts from ₹5000 for1y

Passive approach to Factor Investing and Asset Allocation using rule-based rebalancing

Starts from ₹5000 for1y

CAGRwealth Value Momentum Factor Model

Starts from ₹5083 for3m

Automated Portfolio of 25 stocks based on value and momentum factors. Recommended size > 5 lakhs.

Starts from ₹5083 for3m

CAGRNIF50+ Factor Model

Starts from ₹1999 for3m

Rule based portfolio of upto 25 stocks from Nifty 50 Index Constituents. Recommended size > 5 lacs

Starts from ₹1999 for3m

CAGR Value Momentum Factor Model

Get access for 2.00% of inv. value

Automated Portfolio of 25 stocks based on value and momentum factors. Recommended size > 5 lakhs.

Get access for 2.00% of inv. value