We offer 2 smallcases:

1. Small & Mid Cap Underdogs: This smallcase invests in fast growing high potential small cap & mid cap stocks that have long term potential but maybe risky in the short term. Generally the stocks in this portfolio will have market capitalization less than INR 20,000 crores. This smallcase may see significant drawdowns in the short term, but expected to generate significant wealth over the long term. Investors who seek higher returns over the long term and can bear drawdowns in the short term should subscribe to this portfolio.
2. Large Cap Titans: This smallcase is created with the intention to preserve capital at all times and provide additional returns in the form of capital appreciation and dividends. This smallcase is more suited to investors who are risk averse and also like to play it safe. As part of this portfolio we shall be using strategies like Sector rotation, Value Migration, investing in Mega trends like Atmanirbhar Bharat, transition to Electric vehicles & renewable energy etc. Typically companies in this portfolio will have market capitalization exceeding INR 20,000 crores.

Our investment philosophy at WealthCulture is governed by two key aspects: first is preservation of capital and then follow it with capital appreciation. We seek to invest in Indian equities that run high quality businesses, operated by a high quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.