How to set it up?

The Roadmap

Phase 1: Start (0 - ₹5 Lacs)

Your focus in this phase is building the anti-fragile foundation. Start SIPs in Finvezto Evergreen Portfolio below. Avoid intraday trading, options buying, and penny stocks. Your goal is reaching ₹5 lakhs before adding complexity.

Finvezto Evergreen (Core Portfolio)

Phase 2: Grow (₹5 Lacs to ₹20 Lacs)

Your focus in this phase is adding the growth layer. Continue Core Portfolio SIPs to maintain your foundation. Add Satellite Portfolio at maximum 30% of total portfolio value.

For example, if your total capital is ₹10 Lacs, you can put ₹7 Lacs in Core Portfolio and ₹3 Lacs in Satellite Portfolio.

Finvezto Momentum (Satellite Portfolio)

Phase 3: Scale and Protect (Twenty Lakhs Plus)

Your focus in this phase is enhancing returns and adding the income layer. Maintain 70% Core plus 30% Satellite allocation. Add Overlay Strategies which use pledged margin from Core with no extra capital required. Add Hedging strategies as well.

Finvezto Strategies (Overlay)

Your wealth now works across market cycles, generates income on top of growth, stays protected during crashes, and costs less than 0.5% per year.

Wealth that survives isn't built on rigid plans. It's built on flexible structures. The investors who thrive over decades don't have the best strategies. They have the best systems. Systems that absorb shocks, adapt to cycles, and stay multi-dimensional.

Build the structure that will keep you wealthy through every season. Set it once. Review periodically. Use it for whatever life brings.

Ready to start? Choose your plan based on current capital.

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