Name: 212° - Wealth Mantra
Brand: smallcase
SKU: TURMO_0005
Price: 371154 INR

Nifty 500 Index

212° - Wealth Mantra

Rohan Mehta

“Creating long-lasting wealth in the most Strategic Way by Investing in Outstanding Businesses with Growth & Moat In Common"

<ul><li>Multi Cap Investment Strategy</li><li>Maximum 15 Stocks</li><li>Benchmark - NIFTY 500</li><li>Initial 6% Allocation In each stock (15x6=90)</li><li>Rest 10% will be allocated in Pyramiding in existing companies</li><li>Liquid money will be invested in Liquid Bees</li><li>No Sector Specific Approach, NO Minimum Portfolio Investment Approach</li></ul>

We Believe to keep the Stock Selection process on Answering the 5 Questions, which are most important to answer before entering investments: 1.&nbsp;What to Buy?Answer: P.P.P. (Price, Profits &amp; People)(Selection is based on Technical, Fundamental &amp; Understanding the business in deep) 2.&nbsp;How Much to Buy?Answer: Maximum 15 Companies – 6% Allocation to Each. 3.&nbsp;When to Buy?Answer: Lollapalooza effect 4.&nbsp;When to Exit?Answer: Our Exits are Predefined before we enter (Exits are based on Price and Performance) 5.&nbsp;When to Pyramid?Answer: Pyramiding will be done when stock outperforms, we will Allocate 10% of the fund in companies as per opportunity Our Selection is 90% Science and 10% Art, to make it so process driven and Emotional Less, that it is a every season and market Portfolio which can create wealth for all small case investors.

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

212° - Wealth Mantra

212° - Wealth Mantra

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212° - Wealth Mantra

212° - Wealth Mantra

smallcase is played out

Overview

Stocks & ETFs

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

smallcase is played out

Login to see the
live performance and return