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Index Investing + Quality Opportunities
Follows exactly like an index investing (Passive style with some smart Picks OF QUALITY Blue Cap Stocks)- Ideal for Whom: – Who are looking for long term wealth building taking Nifty returns + Alpha Picks (from some of the best Large-cap stocks based on Proprietary filters the stocks are selected.) – Large-cap Gems. – Risk-averse equity investment. Specification: Holding Period: 2 to 5 Years Service Delivery Mode: E-mail Capital Requirement: 200k to 500k Risk: Low Return: Over and Above Benchmark Returns Tax Efficiency: Most capital gains will be long-term. Churn: Low Universe: Nifty ETF + liquid stocks from top 100 market cap stocks listed on NSE Rebalance: Once every year, Our research team reviews this Portfolio and drops stocks which do not meet the model criteria and add new stocks