The Finvezto Momentum Model is a Portfolio of high-quality companies with strong momentum. The objective is to outperform the Benchmark Indices over a 3-year horizon. Suitable for both SIP and lumpsum investments across all market cycles.

• Balanced & Dynamic Portfolio: A selection of high-quality companies demonstrating strong price momentum. A maximum of 15 stocks are held at any point in time. Each stock gets an initial weightage of 5% to 7% of the portfolio.
• Focused Universe: We target companies listed on NSE with market capitalization of at least ₹5000 crores across Large, Mid and Small Caps. This ensures adequate liquidity and institutional presence. We avoid Penny stocks/ illiquid stocks.
• Rigorous Selection Process: We screen stocks based on quality (financial performance, strength and durability) and price momentum.
• Multi-Factor Advantage: By combining quality and momentum factors, the model benefits from complementary investment styles and avoids common pitfalls of single-factor approaches.
• Disciplined Risk Management: We relentlessly cut positions when the model suggests a fall in either momentum or quality of a particular stock. We maintain cash reserves when the market does not provide enough oppportunities.

Our systematic approach removes emotional bias from decisions and seeks consistent outperformance across market cycles.