Name: PINC Momentum Fundamental
Brand: smallcase
SKU: PWMSMO_0001
Price: 30098 INR

We are a SEBI registered Research Analyst with an experience of creating portfolios- sector based, asset allocation models and pure-equity strategies. At PINC Wealth, we build portfolios that are purpose-driven, based on fundamental research, and focused on realistic returns. Our confidence originates from a 37 year legacy in financial services, where we've assisted clients in successfully navigating financial situations.

Nifty_SM100

PINC Momentum

PINC Momentum Fundamental

Pioneer Wealth Management Service Ltd.

This portfolio will focus on stocks where visibility in earnings continue for the next 4-6 quarters

The universe includes all publicly traded companies listed on the NSE and BSE in India

The team conducts thorough research to determine the criteria for selecting constituents.

The research team analyzes company reports and financials to select stocks, considering various qualitative and quantitative factors for screening.

The following factors are considered when assigning weights to stocks in this smallcase: management quality and vision, theme exposure, revenue, and earnings&nbsp;visibility.

This smallcase will be rebalanced on an as-needed basis

PINC Momentum Fundamental

PINC Momentum Fundamental

Overview

Stocks & Weights