Do you feel share prices drop right after you invest? Are you confused and making haphazard investment decisions? 

We get it! To ease your investment journey, we have you covered with WealthBaskets. These are baskets of stocks and ETFs curated by our in-house research arm Share.Market Research.

Our data driven research does the heavy lifting for you and builds WealthBaskets.Our intelligence backed investment solutions are responsible for selecting the stocks and ETFs that make up each WealthBasket and monitor their performance.

But how are WealthBaskets Created? Buckle up! as we take you behind the scenes of WealthBasket creation!

The Creation Of WealthBaskets

1. Identification of Investment Themes

The first step is to identify investment themes that may revolve around ideas, factors, sectors, industries, or geographical regions.

WealthBaskets offer diversification across sectors with options like High Quality at Fair Price and Smart Momentum. Additionally, sector-focused options are available, such as Banking & Financial Services and Infra & Realty Gems. All WealthBaskets are meticulously curated using factor-based analysis.

2. Screening of Stocks and ETFs

Once the theme for the WealthBasket is identified, stocks and ETFs are screened to match the chosen investment themes or strategies. The screening process considers factors like value, momentum and quality for baskets built using factor-based investing. This data-driven screening process also evaluates both growth potential and risk associated with the underlying stocks and ETFs.

3. In-Depth Research

After screening the stocks and ETFs, research is conducted on the selected stocks and ETFs to assess their growth potential. An in-depth analysis is done using financial statements, ratios, trends, etc.

4. Construction

The next step is constructing the WealthBaskets by allocating a specific percentage of each selected stock and ETF. These specific percentages are allocated by evaluating the securities’ risk and growth potential.

5. Monitoring 

The final and ongoing step is monitoring the performance of the WealthBasket regularly. This active monitoring allows for timely adjustments to the basket to ensure its alignment with each WealthBasket’s investment objective.

Conclusion

WealthBasket is a premium investment product offered for every investor. These baskets undergo a rigorous investment process designed to identify stocks and ETFs matching each basket’s investment theme. So, you can skip endless research and constant monitoring. What are you waiting for? Visit Share.Market and build your wealth by subscribing to WealthBaskets.