Model Stock Portfolios

We offer various portfolios with the theme of strong fundamentals & low downside risk. Three Risk based Consumption Oriented Portfolios - Conservative, Moderate & Growth. If you believe in India's consumption story, then these portfolios are for you. Focus is on buying high quality companies with low downside risk. Investment horizon on these portfolios is min. 7 years. Value Portfolio - A Techno-fundamental portfolio which cherry picks high quality business with low current valuations. This portfolio focus on Quant based fundamental analysis models with sharp eye on their current valuations. Small & Midcap Portfolio – A pure fundamental based Small & Midcap portfolio with the eye on catching some multibaggers in small & midcap space by minimizing downside risk. SIP Portfolio – Strong Fundamental based portfolio with primary focus on consumption theme. Portfolio is made in such a way that you can buy the entire portfolio with Max. 20k/month.

We believe that when we invest in a business, we should invest as a shareholder and not as a trader. We select the high quality businesses with low downside risk. We focus on these 5 factors while selecting the business – 1. Enterprise – Understanding Company’s business model. Analysing 4Ps of marketing. 2. Industry – How is the expected growth in the industry? 3. Governance – How is management, Shareholding trend, Reviews & news 4. Financials – 10 year historical Growths, Debt, ROCE, ROE 5. Valuation – Valuation analysis with long term perspective

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 Nandyavarta. 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.

Nandyavarta 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 Nandyavarta'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.