Name: TBNG Wealth Maximizer
Brand: smallcase
SKU: TMET_0006
Price: 100000 INR

Nifty 100 Index

TBNG Wealth Maximizer

Tarun Birani

This is a multi-asset ETF portfolio with geographic diversification.

All publicly-traded ETFs on the National Stock Exchange of India are included in the universe.

Research on various allocation strategies has been performed to craft a better risk-adjusted return portfolio.

Screening is based on the relevance of the ETF to the respective theme of the small case. Other data points considered while screening and analyzing ETFs include assets under management and trading volume.&nbsp;

Different assets outperform each other at different times. The weights are assigned after a detailed study of historical data and also future prospects of the respective asset class and/or sector.&nbsp;

This smallcase will be rebalanced on an as-needed basis

The final screened ETFs are then weighted according to the selected asset allocation algorithm

TBNG Wealth Maximizer

TBNG Wealth Maximizer

smallcase is played out

Overview

Stocks & ETFs

smallcase is played out