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Model Portfolio: Multi Cap
Equity has established itself as a resilient asset class, consistently outperforming others and serving as a strong platform for long-term wealth creation. The Multi-Cap Portfolio follows a disciplined investment strategy that combines large-cap, mid-cap and small-cap stocks, ensuring a well-balanced and diversified portfolio.... Our primary objective is to identify high-quality companies with strong, consistent cash generation while evaluating the integrity and competence of their management. We encourage investors to exercise patience and allow compounding to work over time. However, our team remains vigilant and adjusts the portfolio when necessary to keep it aligned with the investment strategy.
This is a moderate-risk, moderate-reward investment strategy designed to outperform the broader market over a 3–5 year period.
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