Broad Liquid Universe:&nbsp;<ul><li>Stocks: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit.</li><li>Gold ETF: Provides a hedge against geopolitical risks, and market downturns, with a negative correlation to equities.</li></ul>

For smart, forward-thinking professionals seeking an accelerated path to financial independence, SmartWealth.ai offers DIY Model Portfolios designed to amplify long-term returns while minimizing market risks. Unlike traditional mutual funds and fragmented strategies that often lack true diversification and effective hedging, SmartWealth.ai leverages proprietary Diversified Momentum Algorithms—combining diverse stocks across sectors, themes and capitalization levels to strike balance between growth and protection, free from human biases. SmartWealth.ai brings a solid 3-year track record on smallcase.com, enabling working professionals to grow their wealth confidently through smarter, data-driven investment strategies.

SmartWealth.ai's proprietary Diversified Momentum Algorithms employ a rigorous stocks screening process to ensure optimal portfolio performance:&nbsp;&nbsp; <ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;&nbsp;</li><li>Low Volatility: Annualized volatility typically below 60%.&nbsp;&nbsp;</li><li>Strong Momentum: Typically trading above long-term averages.&nbsp;</li></ul>

Fixed 60% allocation to Gold ETFs, while the remaining 40% to stocks. Stock positions are equally-weighted, and are rebalanced only if weights have changed significantly.

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

Systematic, Rules-Based Model for Unbiased Investing:<ul><li>Broad Liquid Universe: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit.</li><li>Momentum-Driven Selection: Selects up to 4 top-momentum stocks across sectors, market caps and themes for growth potential.</li><li>Balanced Exposure: Equally weighted, rebalanced positions to manage weight shifts and reduce transaction costs.</li></ul> Risk Management &amp; Hedging:<ul><li>Risk Control: Exits stocks losing momentum or becoming volatile, minimizing drawdowns.</li><li>Efficient Capital Use: Allocates free capital to interest-linked ETFs when stock options are limited.</li><li>Gold Hedging: Uses 60% allocation to gold ETFs for stability.</li></ul>

SmartWealth.ai Samvat Portfolio Quant

Gold Hedge Advantage with Stock Growth Potential | Quarterly Rebalanced for Effortless Investing

SmartWealth.ai Samvat Portfolio Quant

Overview

Stocks & ETFs

At a Glance

Holdings Distribution