About the smallcase

Multi Factor - Wealth Maximizer is a dynamic smallcase strategy designed to maximize wealth accumulation through a multi-factor approach. 


Here's how it works:


  • Multi-Factor Fusion: Combines six key factors - alpha, momentum, quality, value, volatility, and growth - to create a diversified portfolio.
  • Need Basis Rebalance: Strategically adjusts holdings based on market conditions and investor needs, ensuring optimal performance.
  • Long-Term Focus: Built with a focus on long-term wealth creation, providing stability and growth potential over time.
  • Data-Driven Methodology: Utilizes advanced data analytics to identify opportunities and manage risks effectively.
  • Comprehensive Solution: Offers investors a comprehensive solution for sustained financial growth, balancing risk and return.
  • Confidence in Volatility: Helps investors navigate market volatility with confidence, capturing opportunities while minimizing downside risk.
  • Designed for investors seeking substantial wealth growth and long-term approach, with a minimum investment amount of 7.5 lakhs.


With Multi Factor - Wealth Maximizer, investors can capitalize on market opportunities and achieve their financial goals with ease and efficiency.

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