Balance 25

Managed by WealthTrust Capital Services

Balance 25 is a mid-large, minor exposure to small-cap investment strategy.

CAGR
xx.xx %
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Min. Investment

₹261,500

Risk Type

moderate

Investment horizon

--
Overview
Performance
Portfolio

Balance 25 is not just another investment strategy; it is an artful approach to beating the herd. By combining skilled analysis, diversified stock selection, and smart sector allocation, Ba

Investpack Contains

ETF (1)
Equity (24)

Launched On

08-Aug-2023

Last Modified

03-Apr-2025

Research methodology

top down

Investment Strategy

Momentum

Rebalancing FrequencyRebalancing Freq.

Quarterly Rebalancing

About the Expert

WealthTrust Capital Services

Experience

15 Years

SEBI Registration

RA INH000011149

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm. The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperfo...

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CAGR
xx.xx %
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CAGR
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Choose a plan

6 Months

4,000.00

12 Months

Best Deal

7,000.00

Regulatory Disclosure

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