Concept Investwell Dynamic PMS

Key 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.

Don’t Just Invest. Make an Informed Decision.