WealthTrust Capital Services

SEBI Registration No: INH000011149
WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm. The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market.
Fundamental
Growth
+7 more strategies
Asset Allocation
Quality
Value
Goal Based
Technical
Sector Tracker
Momentum

WealthTrust Capital Services

SEBI reg. No: INH000011149
WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm. The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market.
Fundamental
Growth
+7 more
Asset Allocation
Quality
Value
Goal Based
Technical
Sector Tracker
Momentum

Managed by

WealthTrust Capital Services

WealthTrust Capital Services

15 experience

Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.

Sneha Jain (Founding Partner) has a Master’s Degree in Accounting & Finance from the London School of Economics and has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India. She has more than a decade of work experience in investment management. Her experience is instrumental in developing the core offering. She has a vision to grow Indians investment exposure to capital markets to beat inflation and develop a sense of financial independence. She conducts various investment workshops for the new gen to take an interest in managing their finances.

Popular smallcases by WealthTrust Capital Services

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Logo of Value Multicap Equities Fundamental smallcase.

Value Multicap Equities Fundamental

Stable portfolio along with positive growth stocks.

Stable portfolio along with positive growth stocks.

Min. Amount
₹ 65,305
4Y CAGR
Volatility
High
Logo of Keystone Asset Allocation smallcase.

Keystone Asset Allocation

Portfolio primarily built on risk parity to maximize return per unit of risk taken.

Portfolio primarily built on risk parity to maximize return per unit of risk taken.

Min. Amount
₹ 581
4Y CAGR
Volatility
Med.
Logo of Balance 25 Fundamental smallcase.

Balance 25 Fundamental

To identify undervalued stocks by determining fair value range from detailed financial analysis.

To identify undervalued stocks by determining fair value range from detailed financial analysis.

Min. Amount
₹ 2,31,894
4Y CAGR
Volatility
Med.
Logo of Bedrock Portfolio Fundamental smallcase.

Bedrock Portfolio Fundamental

This diversified portfolio includes engineering, banking, and FMCG stocks, offering stability.

This diversified portfolio includes engineering, banking, and FMCG stocks, offering stability.

Min. Amount
₹ 40,829
2Y CAGR
Volatility
High
Logo of Cyclical Opportunities Theme smallcase.

Cyclical Opportunities Theme

Identifying and acquiring stocks during a down cycle at attractive valuations.

Identifying and acquiring stocks during a down cycle at attractive valuations.

Min. Amount
₹ 44,996
1Y Returns
Volatility
High
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