Name: CWA Multi-Asset
Brand: smallcase
SKU: COWAMO_0008
Price: 279458 INR

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Investment Advisor

The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients.

Our vision is to compound our clients' wealth significantly over a long period of time.

Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Nifty 100 Index

CWA Multi-Asset

Compounding Wealth Advisors

Multi-Asset allocation model investing across equities, gold, silver and G-Secs; Rcmd amt: 5-15 lacs

Publicly traded companies in the Total Market Index, Gold, Silver and G-Secs

The team does in-depth research to decide the criteria to be used for constituent screening

CWA Research Team runs its proprietary algorithms to define optimal asset allocation between asset classes using systematic rules and criteria for entries and exits

Proprietary Asset Allocation Model with exposure to Equities, Gold, Silver and Bonds

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

CWA Multi-Asset

CWA Multi-Asset

Overview

Stocks & ETFs