About the smallcase

21G Long Term Wealth Creation sets the benchmark to achieve long term wealth creation by following careful stock selection strategy. This portfolio has majority allocation from the large cap stocks segment with diversified exposure in mid-caps & small caps, making it suitable for the investors with a moderate risk appetite. After thorough equity chart analysis, carefully monitoring of the market direction and trend, a decision is made. The investor is requested to have a long-term horizon with maintaining a habit of investing pockets of investments through SIP/ Invest more options over the period of time.

 

-      Portfolio consists of 20-25 stocks or as decided by the principal officer.

-      Range bound breakouts are watched to enter into any stock.

-      Risk management forms an integral part of the strategy.

-      Equipped to deploy exposure in Gold & Silver ETF's when they are likely to start an uptrend.

-      Equipped to go into cash with Liquidbees ETF on any event of potential threat to portfolio.

-      The portfolio is rebalanced on the need basis and does not follow a fixed recurrent date.

-      Market’s ecosystem based on specific stock’s uptrends and downtrends, its significance and performance are carefully analysed while making a decision.

-      Connect with us on WhatsApp for any queries by clicking here.

 

Recommended Investment amount up to 20 lakhs. Please contact Manager if the desired Investment amount is greater than 20 lakhs.

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