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Stock Exchange

Investment
Advisory Portfolio

Research backed advisory portfolios aim to outperform the benchmark by generating alpha over the medium to long-term

What are Investment Advisory Portfolios?

Advisory portfolios backed by fundamental research, quantitative research, or a combination of both, aim to outperform the benchmark by generating alpha over the medium to long term. We focus on identifying emerging themes and investing in companies with strong competitive advantages, while carefully monitoring valuations. Unlike PMS, these portfolios are advisory, allowing investors to retain control over custody and execution.

Stock Exchange
Why Clovek Investment Advisory Portfolios?

Building equity portfolio backed on strong research foundation for wealth creation

Enabling professional services at considerably lower ticket size to enhance retail participation in equity

Seamless onboarding and execution journey which is entirely digital

PORTFOLIO
How do we select and construct the portfolio?

Businesses having strong moats resulting into market share gains / higher return on capital / pricing power

Capital allocation policy focusing on returns in excess of cost of capital – we are not keen to consider constituents having return ratios not matching cost of capital

Businesses having strong moats resulting into market share gains / higher return on capital / pricing power

Businesses having strong moats resulting into market share gains / higher return on capital / pricing power

Portfolios

Momentum strategies
Clovek Trade Edge

Data-driven strategy for active investors with risk-managed entry exit signals to identify high-probability short- to medium-term trades in liquid stocks.

Ticket Size

25K

No. of Stocks

15-20

Fees

Rs. 499/- Month*

Clovek Quant+ Large & Mid

Quantitative factor-based portfolio of 25–30 high-quality, high-momentum, highly liquid large and mid-cap stocks with a weekly rebalance schedule. 

Ticket Size

75K

No. of Stocks

20-25

Fees

2.5% AUA + Taxes

Clovek Quant+

Quantitative portfolio of 50 high-quality, high-momentum, highly liquid stocks across large, mid, and small caps, rebalanced monthly.

Ticket Size

12L

No. of Stocks

40-50

Fees

2.5% AUA + Taxes

Fundamental Portfolios
Clovek Perseverence

Fundamental portfolio of high-quality, large-cap stocks selected through a top-down approach, well-diversified across sectors with volatility in line with NIFTY50.

Ticket Size

2L

No. of Stocks

15-20

Fees

2.5% AUA + Taxes

Clovek IOP

Fundamental flexi-cap portfolio identified via bottom-up research and company-specific theses, blended with a top-down view and NIFTY500-like volatility.

Ticket Size

3L

No. of Stocks

20-25

Fees

2.5% AUA + Taxes

Clovek Deep Value

Bottom-up small-cap portfolio targeting high price-value mismatches, diversified with volatility aligned to NIFTY Smallcap 250.

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Ticket Size

5L

No. of Stocks

20-25

Fees

2.5% AUA + Taxes

FAQ

Frequently asked questions

Quick Links

Links

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Investment Advisory Wing: B 915, Advant IT Park, Sector - 142,Noida, Gautam Buddha Nagar -201305

getintouch@clovekwealth.com

+0120-4953325

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Name of Investment Advisor: Clovek Wealth Management Private Limited
Type of Reg: Non-Individual 
SEBI Reg No: INA100014879 
BSE Enlistment No: BSE1599 
Validity: July 27th 2020 to Perpetual 
Registered Office Address: B-915, Tower B, Advant IT Park, Plot No 7, Sector - 142, Noida Expressway, Noida, UP – 201305
Investment Advisory Wing: B-915, Tower B, Advant IT Park, Plot No 7, Sector - 142, Noida Expressway, Noida, UP - 201305 
SEBI Local Office: Eldeco Corporate Chambers II, 3rd Floor, Picup Bhawan Rd, Vibhuti Khand, Gomti Nagar, Lucknow, UP – 226010
Contact No: 0120 – 4953325
Principal Officer: Mr. Sachin Kapoor 
P.O. Mail ID: po@clovekwealth.com 
P.O. Contact No: 0120 - 4953325 
Name of Compliance Officer & Grievance Officer: Shubham Mathur 
Contact No: 0120 - 4953325 
C.O./ G.O. Mail ID: shubham.mathur@clovekwealth.com 
CIN: U67100UP2019PTC118958 
AI TOOLS: Investment Adviser is not using Artificial Intelligence tools in providing investment advice.
STANDARD WARNING: Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
DISCLAIMER: Registration granted by SEBI, Enlistment as IA with Exchange and certification from National Institute of Securities Market (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Clovek Wealth Management Private Limited is an AMFI-registered Mutual Fund Distributor 
AMFI Registration Number – 168861
Platform Partner – BSE STAR 
Member Code – 40248
Startup Recognized by the Department for Promotion of Industry & Internal Trade, GOI 
Certification Number – DIPP44482 
CIN – U67100UP2019PTC118958 
GSTIN – 09AAICC2709F1ZS
Note – Clovek Wealth Management Private Limited (hereinafter referred to as ClovekWealth) is a SEBI Registered Investment Adviser. Content on this website is provided for information purpose only. The content displayed on the website does not constitute a personal recommendation or any investment advice or take into account the particular investment objective, financial situation or need of individual/groups. ClovekWealth accepts no liability and will not be liable for any loss or damage arising directly of indirectly (including special, incidental or consequential loss or damage) arising from any use of any information on this website.

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