Name: Sail with ETF
Brand: smallcase
SKU: FINVET_0001
Price: 10000 INR

finvestor.in is run by financial enthusiasts and aims to generate long term wealth by investing in the best companies of India.  You can be any of the investors - DIY (Do It Yourself) , HNI, any income group - we help your wealth grow.

Run by SEBI Registered Investment Adviser, Krishna Rath, and his team of IIT IIM alumni & financial enthusiasts.

Nifty 100 Index

Sail with ETF

Finvestor

Diversify and invest with ease in this curated ETF portfolio with lesser volatility. 

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 has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Sail with ETF

Sail with ETF

Overview

ETFs & Weights