Our Plan
Dynamic Long-Only Growth Plan
Dynamic Long Only Growth Plan follows a flexi-cap investment approach, offering the agility to invest across large, mid, and small-cap companies based on evolving market opportunities. The strategy focuses on identifying high-conviction ideas with strong fundamentals and long-term growth potential, while maintaining disciplined portfolio construction. By staying fully invested in equities and dynamically allocating across market caps, the plan aims to capture India’s growth story with flexibility and consistency.
What makes us truly different.
- We don’t follow a fixed model portfolio. Since every investor enters at a different time and valuation, we build allocations based on the opportunities and market conditions at the time you onboard—not on a static template.
- No fixed allocation to large, mid, or small caps — the portfolio shifts purely based on where the strongest opportunities emerge. Every decision is driven by a full 360° assessment of fundamentals, valuations, and market dynamics.
- Active allocation shifts to sectors/market caps offering better prospects.
- Provides diversification and potential for long-term wealth creation with controlled risk.
- We will give a comparative on how we have faired over the benchmark (NIFTY50 AND NIFTY500 TRI).
Plan Details
₹20,000/yr
- Only annual plan
- No “Model Portfolio”
- 13-15 businesses (stocks) in a year
- Contrarian bets
- Flexi-cap approach
- Lesser Churn Better Wealth creation
Want to subscribe?
We’d love to discuss in detail. Just message us via the WhatsApp icon below or submit your details — we’ll reach out soon!
