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Model Portfolio

Unlock Your Investment Potential with Model Portfolios

Welcome to Kunvarji Wealth Solutions, your gateway to the world of smart investing through our meticulously crafted Model Portfolios. Designed to cater to your investment aspirations, risk appetite, and financial horizons, our Model Portfolios offer a professional approach to investment management, making wealth creation accessible and seamless.

Understanding Model Portfolios

A Model Portfolio is like a well-structured roadmap to investment success. It is a pre-constructed investment portfolio that encapsulates an optimal blend of various asset classes, such as equities, bonds, and securities. These portfolios are curated to align with specific investment goals, timeframes, and risk preferences. Our Model Portfolios serve as your investment blueprint, offering a strategic guide while harnessing the expertise of seasoned professionals.

Exploring Our Model Portfolio Offerings

At Kunvarji, we take pride in offering a diverse range of Model Portfolios that cater to various investment profiles. Let’s delve into our offerings:

1. Vigilant: A Beacon of Steadfast Growth

Minimum Investment:INR 10 Lakhs

Stock Selection: 16 well-vetted companies

Sectors: 11 carefully chosen sectors

Horizon: 3-5 years

Key Features:

Emphasis on Large Cap Stocks

Based on proven track records

Diversified across sectors

Balancing risk, liquidity, and growth

Investment Objective: Vigilant aims to create long-term wealth by allocating funds to large-cap stocks with consistent value creation, promising a robust investment journey.

2. Vibrant: Nurturing Alpha Across Cap Segments

Minimum Investment: INR 10 Lakhs

Stock Selection: 16 meticulously picked companies

Sectors: 11 strategically selected sectors

Horizon: 3-5 years

Key Features:

Diversification across Large, Mid, and Small Cap Stocks

Focused allocation for optimal returns

Valuation-centric approach

Diverse portfolio spanning various sectors

Investment Objective: Vibrant strives to generate alpha by recommending allocations to large-cap, mid-cap, and small-cap stocks, enabling your investment to flourish.

3. Value Hunt: Unveiling Hidden Potential

Minimum Investment: INR 10 Lakhs
Stock Selection: 26 carefully curated stocks
Sectors: 11 strategically chosen sectors
Horizon: 4-5 years

Key Features:

Sector-diverse portfolio
Unlocking intrinsic value
Emphasis on growth opportunities
Skillful fund allocation for alpha generation
Adaptable to market shifts
Investment Objective: Value Hunt aims to achieve capital appreciation with a focus on mid-cap and small-cap stocks, paving the way for sustainable growth over time.

Redefining Investment Through Uniquest

Kunvarji Wealth Solutions brings you the expertise of Uniquest, our Registered Investment Advisory (RIA) brand. We manage Model Portfolios that encapsulate professional investing methodologies, offering you the advantage of expert guidance at a fraction of the cost of traditional Portfolio Management Services (PMS). With a minimum ticket size of INR 5 lakhs, we provide you with the opportunity to benefit from diversified investment strategies designed to suit your needs.

Elevate Your Investment Journey Today

Explore the world of Model Portfolios with Kunvarji Wealth Solutions and experience a new era of tailored investing. Contact us today to embark on a journey towards a more prosperous financial future.
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