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Achieve your investment goals with

Tailor-made Model Stock Portfolios

Smallcases are intelligent baskets of right stocks that are managed by Wealthemoji Research Desk.

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INVEST IN PORTFOLIO STOCKS    

Achieve your investment goals with Tailor-made Model Stock Portfolios.

Smallcases are intelligent baskets of right stocks that are managed by Wealthemoji Research Desk.

Portfolio Stock

PICK YOUR PORTFOLIO

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Platinum Wealthemoji

Long-term Portfolio for Wealth creation with Indian growing sectors

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Passive Wealthemoji

Best-of-TATAs

Passivee Wealthemoji is a long-term investment strategy for creating wealth in long run.

Long-term Portfolio for Wealth creation with Indian growing sectors

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Platinum Wealthemoji

Long-term Portfolio for Wealth creation with Indian growing sectors

Why should you invest in this Portfolio?

Wealthemoji Platinum, Long-term portfolio is curated equity portfolio that are created and managed by our Wealthemoji Research Team. With Platinum Portfolio, you get to invest in a stock portfolio of 3 to 9 handpicked stocks investing across themes, style and market capitalization, aiming for long term wealth creation. Wealthemoji will guide you to rebalance your portfolio from time to time. Investment objective Long-term three to five years. Portfolio will be reviewed and if required rebalance on quarterly basis.

 

The methodology adopted for stock selection involves identifying companies with:

 

• Robust Growth prospects

• Sound Financials

• Zero or negligible debt

• Momentum technical parameters

• High standards of Corporate Governance

• Benchmarking with NIFTY-50 Index

Platinum
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Passive Wealthemoji

Passivee Wealthemoji is a long-term investment strategy for creating wealth in long run.

Why should you invest in this Portfolio?

Wealthemoji Platinum, Long-term portfolio is curated equity portfolio that are created and managed by our Wealthemoji Research Team. With Platinum Portfolio, you get to invest in a stock portfolio of 3 to 9 handpicked stocks investing across themes, style and market capitalization, aiming for long term wealth creation. Wealthemoji will guide you to rebalance your portfolio from time to time. Investment objective Long-term three to five years. Portfolio will be reviewed and if required rebalance on quarterly basis.

 

The methodology adopted for stock selection involves identifying companies with:

 

• Robust Growth prospects

• Sound Financials

• Zero or negligible debt

• Momentum technical parameters

• High standards of Corporate Governance

• Benchmarking with NIFTY-50 Index

Passive
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Best-of-TATAs | LongTerm | Growth

Best-of-TATAs Portfolio based on Momentum and Growth indicators. Combination of Large and Mid-cap

Why should you invest in this Portfolio?

Best-of-TATAs is a combination of high growth momentum stocks with strong management and Trust of TATA brand. It combines large and Mid-cap stocks to balance the portfolio.

 

The selection criteria based on various parameters such as Management, Sector Growth, Technical breakouts, Sales growth, and global presence of a business. Suitable for the Investors with long-term objectives at least of one year.

 

The re-balance will be done regularly on monthly basis. Benchmarking will be done with Nifty-50 Index.

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