This Smallcase combines the strengths of value investing and momentum strategy to build a portfolio of companies that are both fundamentally and technically strong. By merging two time-tested approaches, it aims to deliver superior, risk-adjusted returns while maintaining a disciplined focus on quality and trend.

What you get?

• Curated stocks showing breakout or trend continuation

• Monthly-Quarterly review and rebalance

• Potential Multibaggers, based on Strong logic, technical + fundamental basis

• Stock basket with calculated Risk exposure.

Who it’s for?

• Investors who want long-term returns without daily market tracking.
• Beginners looking for ready-made, diversified portfolios.
• Professionals seeking exposure to themes like momentum stocks, Index.

Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.