About the smallcase

  • Quantamental SENTIMENTInvesting using fundamental, quantitative and technical algorithms.
  • Focused-equity with up to 10 stocks exposure.
  • Investment Universe of stocks on the NSE with Market Cap above INR 100B.
  • Weekly Review for stocks. Weekly review for position sizing & risk management.
  • Continuous portfolios with minimum recommended holding period: short-term (3 years +).
  • The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.
  • Suitable to generate discretionary income.


For amounts of INR 5 Lac and above please connect with the adviser for an AuA version.

Read more about WAVES - Key Sentiment Investing

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