Create a portfolio that generates superior returns over the general market. in the long term with Wealth Optimizer.


  • Fund Type:Multi-cap

  • Min. Investment:Rs 25 Lakh
  • Aim:To outperform the market by generating superior returns
  • Benchmark Index:NIFTY
  • Charges: Account Maintenance Charges: Rs 2,000 pa
    AMC fees - 1% p.a. (to be charged on quarterly basis)
    Brokerage- 0.25%
    Profit Sharing- 20% above NIFTY with high water marking (charged quarterly)

I'm Interested

INVESTMENT STRATEGY

Balanced risk

Maximum sector allocation is 20%

High growth prospects

Invest in the most undervalued stocks of growing companies.

Automated system

An automated decision making system analysis and assigns a fair value to each stock.

RESEARCH PROCESS

Large stock base

The objective is to identify undervalued and growing stocks on the day of investment. The stock selection is done after analyzing over 5000 stocks

Stock Analysis

An automated decision making system performs fundamental analysis and assigns a fair value to each stock on the basis of reported financial performance.

Strong Fundamentals

Stocks are selected on the basis of fundamental performance with sector limits (diversification) and once the fair price is achieved, the stock are sold

Risk management

particular sector forms more than 20% of your portfolio

Undervalued stocks

Investment is made in the most undervalued stocks of growing companies on the basis of reported financial performance.

Wealth Optimizer is an in-house PMS product of Sharekhan. Sharekhan is SEBI registered investment advisor.