A 15-stock thematic portfolio holding companies most directly exposed to the theme.
GoalFi India Wealth & Financial Growth Theme is a rules-based portfolio of 15 holdings drawn from the theme universe, reviewed and rebalanced quarterly. Selection follows a defined framework rather than discretion, so every holding can be traced back to the rule that admitted it.
✔ Concentrated expression of a single structural theme
✔ Companies qualify on revenue exposure, not on sector labels
✔ Theme portfolios move together, so this is a satellite rather than a core holding
✔ Position sizes are capped at 20% per holding, so no single name can dominate the outcome
Investment horizon and risk
✅ Suggested horizon: 3 years and above. Risk profile: High.
✅ Best suited to investors seeking a disciplined, rules-based equity allocation who can stay invested across a full market cycle.
✅ Returns are not assured and the portfolio can fall in value. Past performance does not indicate future results.
