Name: PINC Momentum
Brand: smallcase
SKU: PWMSMO_0001
Price: 39519 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

Pioneer Wealth Management Service Ltd.

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

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 will be rebalanced on an as-needed basis

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

PINC Momentum

PINC Momentum

Overview

Stocks & Weights