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Achieving life goals while spending a peaceful life is very important. This journey can be made extremely simple with the right products. However, traditional methods may not be the most efficient way to plan for the future.
Historically, equity investing has generated better returns VS other asset classes like gold, bonds, land, etc. With an overwhelming amount of stock options, it may not be easy for all clients to research and choose stocks.
On the other hand, professionally managed stock portfolios, where SEBI-registered advisors and analysts create and manage portfolios, know which stocks to choose to offer you better alpha. Such portfolios are managed for a fee, and you have access to everything including, advice, research, investing, rebalancing, etc.
In this endeavor, we present you with smallcases.
smallcases are modern investing products based on simple ideas. Inherently, they are a basket of stocks/ETFs that track a strategy or a model.
These portfolios are curated & managed by professional Investment Advisers and Research Analysts for you! So that your wealth creation journey is seamless.
The smallcase Managers have an access fee attached to access their portfolios, which will allow you to view the constituents and invest in them. Please reach out to us at: pankaj@gwc.co.in to find the right smallcase for you.
© 2020 Gera Wealth. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-147697 | Date of initial Registration: 12th June 2018 | Current validity of ARN-147697: 11th June 2027.