Name: Prudent Wealth Quant
Brand: smallcase
SKU: INTEMO_0004
Price: 146340 INR

Our optimized stock basket represents a sophisticated blend of fundamental and technical analysis, tailored to align with your specific risk tolerance. Through AI and data driven analysis and rigorous back-testing, we strive to offer a portfolio that maximizes return potential while effectively managing risk. This strategic approach positions our investors for success in achieving their financial goals.

Nifty 500 Index

Prudent Wealth Portfolio💼 

Prudent Wealth Quant

IntelliInvest

A well diversified 25 stocks basket of good fundamentals,consistent performer and low volatile stock

All stocks listed on BSE or NSE with a market cap of greater than 10K Cr

Stocks which satisfy our quantitative filter criteria around fundamentals, technical, sectoral represented through an overall indicator. We also do smart capital deployment i.e. deploy in Cash or Gold based on market conditions

Stocks are filtered based on technical, fundamental and sectoral indicators and exited when they the profit booking criteria or stop loss or overall quality goes down below a certain threshold

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Prudent Wealth Quant

Prudent Wealth Quant

Overview

Stocks & ETFs