Name: Golden Opportunity
Brand: smallcase
SKU: LTDTR_0001
Price: 2786 INR

Accelerate your wealth with curated equity baskets from Lotusdew. We are a fresh and alternative invest-tech company focused on creating AI-driven portfolios that represent the future of wealth management. We use AI/ML to build curated portfolios, leveraging our proprietary datasets and a technology-focused approach that minimizes dependence on individual expertise. Our key strengths include evaluating board governance, monitoring global institutional investor behavior, and applying deep learning to denoise equity price signals.


Nifty 500 Index

Golden Opportunity

Abhishek Banerjee

An asset allocation basket of gold related equity hedged with physical gold exposure

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

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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 will be rebalanced on an as-needed basis

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

Golden Opportunity

Golden Opportunity

Overview

Stocks & ETFs