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Build Wealth, Systematically.

① Create Resilient & Anti-Fragile Portfolios that work across cycles.
② Replace Emotional Decisions with Systematic Strategies.

③ Get Evidence-based and Unbiased Research by SEBI RA.

Investment Strategy

Core + Satellite + Overlay

What we want to achieve?

We want to create a Wealth-Building Portfolio that has the 6 features below.

1. Resilient Compounding

Build a portfolio designed to endure shocks and keep compounding. Stay invested through drawdowns to drive steady long-term wealth creation.

2. Evidence Driven & Rule-Based

Rely on data, not guesses. We use predefined rules, checklists and proven systems for entries and exits. This minimizes emotional biases and improves consistency.

3. Dynamic & Balanced Allocation

Keep risk and return aligned through thoughtful sizing and periodic rebalancing. Protect the downside with buffers and risk limits while staying positioned to participate when opportunities emerge.

4. Layered Diversification

Spread exposure across assets, strategies, and time horizons to create uncorrelated return streams. When one area lags, another can lead, smoothing volatility and reducing drawdowns.

5. Capital, Time & Energy Efficient

Keep more of what you earn by minimizing taxes and costs. Also the goal is to not spend a lot of screen time monitoring the positions thereby saving time & energy. Wealth is supposed grow itself with some occasional support.

6. Simple & Repeatable

Follow a clear, transparent process we can stick with in real life. Fewer Emotional decisions and Consistent execution create calm, confident, and durable habits that support compounding.

How to achieve it?

We create a Wealth-Building Machine through a 3-Layered Architecture of Core, Satellite and Overlay Portfolios. These portfolios are diversified and uncorrelated in a way that at least one works in any market condition.

Core 

Long-Term
Asset Allocation
  • Stable Foundation that grows steadily with lower volatility across market cycles.
  • Invests only in Mutual Funds/ETFs/ across equities, debt and precious metals; weights adjust dynamically with market conditions.
  • Periodic rebalancing only when regime changes; No calendarized tinkering.
  • Holding Period of 5+ years. 
  • Can be pledged to run Overlay Strategies. As your long term investments grow, you will be able to use more capital to run Short Term Strategies. Enables efficient use of Capital.
  • Suitable for all Investors from beginner to advanced.
  • Around 60% of your Portfolio can be invested here. 

Satellite

Medium-Term
Momentum Investing
  • Adds Growth element to the overall Portfolio by picking Quality Stocks in Momentum.
  • Invests in Large, Mid and Small Cap Stocks above ₹5000 Cr Market Cap. No illiquid or penny stocks.
  • Systematic Multi-Factor Model based on Quality, Growth, Momentum & Reasonable Valuation. 
  • Cuts losers fast and holds cash when opportunities are scarce.  
  • Holding Period of 1-3 Years.
  • Investors willing to take higher risk & volatility for higher growth can invest here.
  • Around 30% of your Portfolio can be invested here.

Overlay

Short-Term
Trading Strategies
  • A tactical layer to generate supplemental returns on top of Core/Satellite Portfolio (Uncorrelated)
  • Hedged Options Strategies with Limited Risk and Unlimited Upside.
  • Strategies are run everyday across Market conditions.
  • Process and risk control prioritized over daily P&L. No speculation or scalp-style trading. 
  • Can be Automated completely and run through Algos.
  • Long-term holdings can be pledged as collateral to run these strategies prudently.
  • Around 10% of your Portfolio can be used to run the strategies.

This Model creates a Flywheel Effect

If set up properly, the Core, Satellite and Overlay portfolios can work together efficiently and your search for the Holy Grail in the stock market will end here.

  • Core Portfolio is the steady engine. As it grows, you get more capital/margin to pledge and run Overlay Portfolio.
  • During bear markets, Profits from the Overlay Portfolio can be fed back into Core Portfolio. This ensures you buy Core Portfolio at lower prices. This increases the margin available to run Overlay strategies when market rebounds.
  • During bull markets, Profits from the Overlay Portfolio can be routed to Satellite Portfolio to participate in upside momentum.
  • Overlay does not require significant Capital. It uses pledged margin, recycles profits, refuels Core/Satellite and adds further compounding velocity.
  • When the Overlay Portfolio is losing, it is likely that Core/Satellite are stable or moving up. So, you will still have more than sufficient margin to run the Overlay Strategies.
  • This ensures continuous re-investment across portfolios with well-managed risk and availability of sufficient liquidity at all times.

How to choose and set-up the Portfolios?

Not everyone needs an Overlay or Satellite Portfolio. If you are just starting your investing journey, a Core portfolio should be enough. This video will help you figure out how to choose and set-up these portfolios as per your needs.

Choose the Suitable Plan(s)

We have 4 Different Plans that supplement each other. Select the Plan(s) that fits your goals, timeline and risk tolerance. Please review all the information in this page before choosing a plan. Please feel free to ask us your queries in WhatsApp/Email to get more clarity about our services.

Long-Term
Asset Allocation

Steady Wealth Building suitable for everyone including new Investors

Best Mutual Funds & ETF Recommendations

Balanced Mix Across Stocks, Bonds & Metals

Dynamic Asset Allocation based on Market Conditions

Holding Period of 5+ Years

Suitable for both SIP and Lumpsum anytime across Market Cycles

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Medium-Term
Momentum Picks

Focused on generating Alpha and Outperforming the Index in the Medium Term.

Quality Stock Recommendations based on Momentum, Growth and Reasonable Valuation (Multi-Factor Model)

Picked from Large, Mid and Small Caps only. Strictly No Penny Stocks.

Holding Period of 1 to 3 Years

Suitable for both SIP and Lumpsum anytime across Market Cycles

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Short-Term
Strategies

Intraday Strategies with Positive Expectancy

Limited Risk and Unlimited Upside. All Strategies are completely Hedged.

Both Systematic & Discretionary Strategies

Index Options Strategies

Algo Strategies

Daily Market Analysis & Trading Plan provided before every Trading day

Individual Support over WhatsApp & Email

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

Toolkit

Professional Grade Tools for Evidence-Based Research for both Investors & Traders.

Advanced Stock Analysis Tools

Advanced Stock Screener

Strategy Builder (Build, Backtest, Paper Trade, Live Trade)

Collection of Advanced Screeners & Advanced Strategies with Positive Expectancy

Intraday and Positional Trading Tools

Mutual Fund/ETF Analysis Tools

Portfolio Review Tools

Detailed Documentation & Videos

GST, Payment Gateway charges and other charges Included. No Hidden Charges.

About Me

Anand Ganapathy K

  • SEBI Registered Research Analyst
    (SEBI Registration Number : INH000016630)

  • Founder, Finvezto Stock Research

  • 14 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

Photo of Founder, Anand Ganapathy

A Quick Video on my Key Research Areas, Philosophy, Principles & Values.

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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

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Finvezto Stock Research,
COQUB Coworking Space,
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