Build Wealth.
With Clarity.

We give you a Flexi-Wealth System and In-Depth Research to build a Portfolio that works across market cycles. Read more about it below.

SEBI Registered Research Analyst (INH000016630)
Unbiased Research. No MF distribution or commission earning activities. Client First approach.

Flexi-Wealth System

What is it?

Core + Satellite + Overlay Model

We create a Flexi-Wealth System through a 3-Layered Architecture of Core, Satellite and Overlay/Hedge Strategies. These Strategies are diversified and uncorrelated in a way that they supplement each other across market cycles.

Core
70%

Balanced Portfolio built with Mutual Funds & ETFs that grows steadily across market cycles.
70% of your Portfolio can be invested here.

Satellite
30%

Adds Growth element to the overall Portfolio through Direct Stock Picks.
30% of your Portfolio can be invested here.
Investors willing to take higher risk & accept higher volatility for higher growth can invest here.

Overlay/Hedge
0%

Overlay Strategies can be run by pledging Core Portfolio without need for additional capital.
It includes Options Strategies for Income Generation and Hedging strategies that protect your portfolio during crashes.

How it works?

If set up properly, the Core, Satellite & Overlay Model can work together efficiently across cycles.

Core Portfolio is the steady engine. As it grows, you get more capital/margin to pledge and run Overlay Strategies.
During bull markets, both Core and Satellite portfolios will likely be up. Overlay Strategies could be up or down. But overlay strategies have limited risk which would not drag the overall portfolio return, if sized properly.
During bear or sideways markets, Core and Satellite Portfolios may not be moving up. But Overlay Strategies + Hedge could come to the rescue.
Overlay + Hedging Strategies do not require significant Capital. It uses pledged margin, recycles profits, protects Core/Satellite Portfolios to add further compounding velocity.
This ensures continuous re-investment across portfolios with well-managed risk and availability of sufficient liquidity at all times.
Your Wealth becomes more flexible and gives you more options throughout your life. That is why I call it Flexi-Wealth System.

Pricing

Everything you need in one single plan. Please WhatsApp us in case you need assistance.

Finvezto Flexi-Wealth

All you need in one single plan.

Core Layer (Mutual Fund & ETF Recommendations)

Satellite Layer (Stock Recommendations)

Overlay Layer (Options Strategies for Income Generation)

Hedging Strategies to protect your portfolio from crashes

Toolkit (Data, Analysis, Back-Testing, Paper-Trading)

Collection of Quant Strategies that have Outperformed the Index in the last 10 Years

Premium Reports, Research Articles & Lessons

Portfolio Analysis & Review Tools

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included.

About Us

Anand Ganapathy K

SEBI Registered Research Analyst
(SEBI Registration Number : INH000016630)
Founder, Finvezto Stock Research
15 Years of Investing & Trading Experience
Evidence Based Investing & Trading Philosophy
Key Research Areas include Anti-Fragile Portfolios, Dynamic Asset Allocation, Momentum Investing and Convexity of Options.
Post Graduate in Management from IIM Ahmedabad

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I am a Research Analyst and not an Investment Advisor. I do not offer financial planning, risk assessment or customization of offerings. I operate strictly as per requirements of the SEBI RA regulations. Please read the terms and conditions for using this website and service before subscribing.

Research Analyst: Anand Ganapathy K

SEBI Registered Research Analyst

SEBI Registration Number: INH000016630

Registration Validity: 24 June 2024 - Perpetual

BSE Enlistment Number: 6213

Registered Address:
Finvezto Stock Research,
COQUB Coworking Space,
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CHENNAI, TAMIL NADU, 600095

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Build Wealth.With Clarity.