We maintain an IPS for each of our investment partners which will help us understand their behaviour, Investment goals, and their Risk Appetite. This in turn help us in realising their investment goals.
Our team with a collective experience of 52 years helps us to deeply understand the market movements not by our intuitions but backed by fundamental & technical analysis, financial modelling and Industry research.
Unlike Mutual Funds, we do not charge any Entry or Exit fees.
You can withdraw your money anytime you want for meeting your emergency needs.
We don’t touch your money. You are in total control of your money. You have complete knowledge of all the stocks invested as they are held in your own Demat account.
We conduct avant-garde research & analysis and diversify your investments & give you advice; thereby minimising the unsystematic risk and helping you earn higher returns on your investments.
We have a philosophy wherein we do not charge you performance fees unless you earn at least 6% return on the Initial Amount invested. When you join Wellgrow we provide you Investment Advice to earn higher returns on the Investments made by you.
Portfolio Rebalancing is carried out routinely between equity stocks using CPPI & Constant Mix Techniques.
We suggest an exit for the stock at set targets, thereby booking timely profits.
Using Fundamental & Technical Analysis, the stocks are suggested to be bought at an attractive price with sufficient Margin of Safety.