WEALTHVISOR

The Products offered are from Wright Research, and Green Portfolio offer exclusive model portfolios. Currently, the smallcases shown on the website are available. Please reach out to us through your adviser to access these exclusive portfolios.,

The framework combines the best of quantitative and fundamental stock screening methodologies to remove biases present in each of them. Every stock in the portfolio passes through multiple proprietary indicators to provide the right exposure. , We also follow a passive investing style, thus no active involvement is required from the client's side apart from rebalancing the portfolios on predefined dates.,

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.