All Strategies Dream Big Series - Large Cap Ascend Low Risk | Large-Cap Focus | Long-term | Compounds Profit & cashflow at 19%+ annually | Low Churn & Leakage Cost Type Cagr since Dec 2020 Low Volatility 14.76 Recommended Portfolio Annual Fees Any Size Fixed Fee View Returns Dream Big Series - Mid Cap Maestro Above Avg. Risk |Mid-Cap Focus | Quality Growth Engine | Concentrated in the consumer-centric mid-to-large cap space Type Cagr since Dec 2020 Medium Volatility 14.76 Recommended Portfolio Annual Fees Any Size Fixed Fee View Returns Dream Big Series - Mid Cap Prime Above Avg. Risk | Value-Driven Stability | Compounds Profit & cashflow at 20%+ annually | Balance of Return vs Risk control Type Cagr since Dec 2020 Medium Volatility 14.76 Recommended Portfolio Annual Fees Any Size Fixed Fee View Returns Dream Big Series - Small Cap Surge Above Avg. Risk | Focusing on quality, capital-efficient small-cap firms| Alpha from Undervalued Quality | ROCE &ROE >20% Type Cagr since Dec 2020 High Volatility 14.76 Recommended Portfolio Annual Fees Any Size Fixed Fee View Returns Dream Big Series - Small Cap Sharp Above Avg. Risk | Long-term | High-Growth Innovator | Focus on small cap businesses with strong growth returns Type Cagr since Dec 2020 High Volatility 14.76 Recommended Portfolio Annual Fees Any Size Fixed Fee View Returns FidelFolio Shivalik Compounder Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost Type Cagr since Dec 2020 Medium Volatility 14.76 Recommended Portfolio Annual Fees testing ° Free View Returns FidelFolio Little Orion Equity Above Avg. Risk | Small-Cap Focus | Shown Rapid Balance Sheet Growth in 5-years | Improving ROC(&E) Type Cagr since Dec 2020 High Volatility 14.76 Recommended Portfolio Annual Fees Any Size ° Free View Returns FidelFolio Great Himalayan Compounder Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost Type Cagr since Dec 2020 Medium Volatility 14.76 Recommended Portfolio Annual Fees Any Size ° Free View Returns FidelFolio Young Everest Equity Above Avg. Risk | Small-Cap Focus | At least doubled Profit & CFO in 5-years | Above avg. ROCE Type Cagr since Dec 2020 High Volatility 14.76 Recommended Portfolio Annual Fees Any Size ° Free View Returns FidelFolio Safe Fortress Low Risk | Long-term | Stable Compounders with Multi-decadal consistency | Low Churn & Leakage Cost Type Cagr since Dec 2020 Medium Volatility 14.76 Recommended Portfolio Annual Fees Any Size ° Free View Returns
