Product
Welcome to the Trend Investing RIA, where precision meets passion in the realm of advisory. Crafted for the discerning investor, our service seamlessly blends strategic stock selection with flexible investment avenues. Navigate the dynamic stock market landscape with our expertly curated approach. Join us on a journey where opportunity and expertise converge.
Scheme Overview:
Our scheme, christened as the “Trend Investing RIA” was incepted in 2023. It’s designed to hold a curated selection of approximately 20-25 stocks, ensuring a diversified yet focused approach.
Sector Concentration:
We remain sector-agnostic, ensuring that our investments are not overly concentrated in any one sector, thereby spreading risk and potential for reward.
Market Capitalization:
Our approach is “Flexi-Cap” which means we’re flexible in choosing stocks across large, mid, and small-cap segments based on their potential.
Benchmarking Excellence:
We measure our performance against the BSE 500 – TRI, ensuring that our strategy is always aligned with the broader market movements.
Regulatory Compliance:
Our commitment to transparency and adherence to regulations is unwavering. We’re registered with SEBI, bearing the registration number INA000018319
