Name: Venture Capital Investor's Portfolio
Brand: smallcase
SKU: WECEMO_0008
Price: 71322 INR

WealthCulture is a SEBI registered research house with the mission of helping retail investors in their wealth creation journey through fundamental, data backed, actionable research. We want to create a mindset that enables retail investors to think like owners and not traders, a mindset that calls for discipline and patience and the culture of learning. Proud to be with you in this wonderful journey called investing!

Nifty 500 Index

Venture Capital Investor's Portfolio

Ujjawal Kumar

Invest like a Venture Capital investor in Public markets. (Recommended Investment amount > 5 lacs)

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

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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

Venture Capital Investor's Portfolio

Venture Capital Investor's Portfolio

Overview

Stocks & ETFs