Concept Investwell

Concept Investwell Dynamic PMS


Key Portfolio Attributes

Inception Date: 30th September, 2019

Investment Objective

To generate a steady long term capital appreciation from a Dynamic (Human + AI) portfolio by investing in fundamentally strong companies from the BSE 200. The aim is to minimize downside risk

Portfolio Strategy

The portfolio is rebalanced and restructured every 2 months as per the inputs given by AI.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




Disclaimer

#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




Related Investments

Do Not Simply Invest, Make Informed Decisions