Name: Multi Factor - Wealth Maximizer
Brand: smallcase
SKU: GOALMO_0134
Price: 500000 INR

GoalFi, a part of GoalZen Capital Services Pvt Ltd, stands as a SEBI-registered research analyst firm dedicated to democratizing investment research. By harnessing the power of quantitative strategies and multi-factor analysis, we provide data-driven insights designed to empower investors. Our tailored offerings cater to a spectrum of financial aspirations, giving investors a distinct advantage in the ever-evolving market. With GoalFi, you gain access to meticulous research, ensuring informed decisions for a robust financial journey. Join us as we redefine the investment paradigm for the better.

Nifty_SM100

Multi Factor - Wealth Maximizer

GoalZen Capital

A dynamic strategy combining multiple factors to maximize long-term wealth growth opportunities.

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 constituent picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks and ETFs for the respective strategy

Following parameters are considered while assigning weights to constituents 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 constituents are then weighted according to the selected asset allocation algorithm

Multi Factor - Wealth Maximizer

Multi Factor - Wealth Maximizer

Overview

Stocks & Weights