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Investwell Advisory

  • Overview
  • Model Funds

Overview

It is a customized consultancy services

Scope of Services Covered:
  • Investment Planning
  • Review and Restructuring of investments in tune with clients’ needs and risk profile
  • Asset Allocation
  • Monitoring of Investment

Model Funds

Legend

Large Cap oriented buy and hold quality stocks

Marvel

Midcap oriented buy and hold quality stocks

Elegant

  • Multi-cap Portfolio comprising of Core portfolio or quality stocks and Non-core portfolio based on different themes playing out.
  • Investment strategy: To generate Long term capital appreciation through a balanced exposure towards large cap companies and also taking advantage of short term trends that are expected to play out for return enhancement
  • Type of plan – Multi-Cap: Asset allocation pattern - 60% in large cap and rest in mid and small cap Benchmark - S&P BSE 500

AI Dynamic

Combination of Human Intelligence and Artificial Intelligence.