Name: ETF Powerpack Seasoned Investors
Brand: smallcase
SKU: EHAET_0002
Price: 20005 INR

Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.

Nifty 500 Index

ETF Powerpack Seasoned Investors

Anosh Mody

An ideal combination of listed equity ETFs, Gold and Debt for seasoned investors.

All publicly traded companies on the National Stock Exchange of India are included in the universe

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

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

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

ETF Powerpack Seasoned Investors

ETF Powerpack Seasoned Investors

Overview

ETFs & Weights