Bharat Rising
Built around India's own shifts: capex, household savings, energy and consumption.
- Mid cap
- Large cap
- Small cap
- Gold
- Type
- Stocks
- Risk band
- Moderate-Aggressive
- Horizon
- 3+ years
- Rebalance
- As needed
- Holdings
- 25
The ideology
These shifts play out over years, not quarters.
India is in the middle of a structural, once-in-a-generation shift. It rewards investors who take exposure early and then sit still.
This portfolio is theme-first: we identify the sectors with the strongest structural tailwind, then pick within them the companies with the balance-sheet strength and execution record to actually convert that tailwind into profit, at valuations that don't already price in a decade of perfection.
The five shifts this portfolio is built on
- 01
Capex
An infrastructure and manufacturing capex cycle.
- 02
Financialisation
The financialisation of household savings.
- 03
Energy
An energy transition.
- 04
Premiumisation
Premiumisation of consumption.
- 05
Formalisation
A rapidly formalising economy.
Is it for you?
The investor who believes in the India story specifically and wants a portfolio that expresses that view.
It will not rotate into whatever is working in the short term if that thing has nothing to do with the domestic India story.
What's inside
You execute in your own broker. We never hold your money or take custody. No minimum. Start with any amount. Reg. no. INA000020563.
Who manages it
Fynvestor Investment Advisory
Manages 8 RealCasesSEBI Registered Investment Adviser (RIA) Reg. no. INA000020563
Fynvestor Investment Advisory is a SEBI-registered Investment Adviser running model portfolios across mutual funds, ETFs and direct equity. Research is bottom-up and deliberately low-turnover: nothing enters a model we cannot explain in a paragraph, and every change is published with the reason behind it. We are fee-only and advisory-only, so we never hold your money and never earn a commission on what we recommend.
- Bottom-up
- Quality
- Growth
- Value-aware
- Multi-asset
- Factor & index
- Low turnover
- Long-term
Other RealCases
- Mutual Funds
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 holdings5+ yearsView portfolio - Stocks
Udaan
Fast-growing, less-covered companies still early in their runway.
Aggressive29 holdings5+ yearsView portfolio - Stocks
All-Terrain
One equity portfolio instead of three: large, mid and small cap in a single book.
Moderate-Aggressive34 holdings3+ yearsView portfolio - Stocks
Core Compounders
Companies that have already been through a downturn and came out still growing.
Moderate20 holdings3+ yearsView portfolio - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ yearsView portfolio - Mutual Funds
Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
Moderate3 holdings3+ yearsView portfolio - Mutual Funds
Even Keel
Growth with shallower falls, so you can actually stay invested through the bad years.
Conservative-Moderate3 holdings3+ yearsView portfolio