About the smallcase

“Vessels large may venture more, little boats should keep near shore”

__ Benjamin Franklin 


Large Caps

Leaders in the sector

Quality Management

Strong Balance sheet

Decent growth

Earnings predictability / Non Cyclical stocks

Linked to Indian growth story 


•primary motto is to “Capital Protection. Risk Mitigation. Alpha generation. This portfolio is created keeping in mind that – “Protect your downside. Upside will take care of itself”.

•Portfolio consists of well researched large caps, with quality management & strong balance sheet. They are leaders in their respective sectors & are linked to Indian growth story.

Read more about Wealthyvia Safe Heaven Moats

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Understand smallcase costs and returns