cagr-wealth

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CAGRwealth

CAGRwealth is a boutique investment advisory firm providing factor based and fundamental research based investing model portfolios based on deep research.

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CFF - CAGRwealth Fundamental Flexicap

Starts from ₹2499 for 3m

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Flexicap portfolio for long term investment based on fundamental research. Recommended size >3 lakhs

Starts from ₹2499 for 3m
Min. Amount
₹ 2,83,367
2Y CAGR
38.72%
Med. Volatility

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CVM - CAGRwealth Value Momentum

Starts from ₹5083 for 3m

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Automated Portfolio of 25 stocks based on value and momentum factors. Recommended size > 5 lakhs.

Starts from ₹5083 for 3m
Min. Amount
₹ 1,18,130
3Y CAGR
35.52%
High Volatility

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CAGRwealth Balanced Blend Portfolio

Starts from ₹5000 for 1y

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Passive approach to Factor Investing and Asset Allocation using rule-based rebalancing

Starts from ₹5000 for 1y
Min. Amount
₹ 1,885
1Y CAGR
42.02%
Med. Volatility

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