What is FundTech?
An intelligent portfolio created by Robo Advisory with a combination of fundamental and technical parameters which is suitable for active investors who want to invest in companies with positive financial trend subject to thresholds of Quality and Valuation.
Key Features of FundTech
Investment Universe, Process & Strategy
- Dynamic Portfolio creation comprising of 10 to 20 stocks
- Identifying stocks through Screening based on parameters like Quality, Valuation, Financial trend & technical parameters
- Maximum exposure of 30% in any sector & 10% in a single stock

Rebalancing Strategy
- Continuous re-evaluation of portfolio in case of adverse change in the stock selection criteria
- Corporate governance issue in the company
- Stock underperformance between 15-25% Vs Benchmark BSE500
For Whom?
- Active Investors with moderate risk appetite and investment horizon of minimum 3-5 years.
Basic Details
NO. OF STOCKS
10-20
BENCHMARK
BSE500
RISK
Moderate
TIME FRAME
3-5 years
RIA