FINVEZTO STOCK RESEARCH

The Flexi-Wealth System: One Product. Everything Included. ₹9,999/year., A three-layer portfolio model designed to work across all market conditions., Core Layer: Mutual fund and ETF recommendations. Up to 70% allocation. Steady compounding across market cycles with minimal monitoring., Satellite Layer: Direct stock picks using a multi-factor quality, growth, and momentum model. 30% allocation for higher return potential., Overlay Layer: Index options strategies for income generation. Runs on pledged Core holdings, no extra capital needed., Hedging Layer: Systematic crash protection strategies. Limits drawdowns without forcing you to exit long-term positions., Toolkit: Screeners, backtesting tools, paper trading, quant models, and live research infrastructure., Quant Strategies Library: 20+ quantitative strategies with 15-year index outperformance track record., Premium Research and Lessons: In-depth articles on investing, trading, money management, and personal finance., Portfolio Analytics: Unified dashboard for tracking performance, allocation, and portfolio health., 1-on-1 Support: Direct WhatsApp and email access to Anand. Responses within 24 to 48 hours.,

Most investors lose money not from bad markets, but from broken systems. Finvezto is built on evidence-based investing and trading: no tips, no commissions, no noise. The goal is an anti-fragile portfolio that grows in bull markets, generates income in sideways markets, and protects capital when markets crash.

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.