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AARD Smallcase Portfolio Strategies

Choose the perfect investment strategy tailored to your financial goals

Long-Term Investment

AARD Core Index

₹609/Month or ₹1,830/Quarter

📊
Strategy Type
Asset Allocation Strategy - Low-cost Index ETF Asset Allocation
⚡
Volatility Profile
High Volatility with Growth Focus
🎯
Investment Horizon
Ideal for 7+ year investment timelines
🔄
Portfolio Turnover
Minimal - Infrequent Rebalancing
💰
Cost Efficiency
Lower expense burden vs. active management

Why Choose AARD Core Index?

  • Growth-oriented strategy with downside cushioning
  • Benefit from Sector Rotation and high RS
  • Jenson's Alpha at Core of Strategy
  • Captures entire market opportunity across large, mid, and small-cap segments
  • Strategic debt allocation provides liquidity buffer and portfolio ballast during corrections
  • Mid and small-cap tilt positions portfolio to benefit from economic expansion cycles
  • Large-cap allocation to top-100 companies provides stability during downturns
  • Manages volatility better than pure equity strategies while maintaining upside capture
  • Passive index-based approach eliminates manager selection risk
  • Minimal turnover with infrequent rebalancing reduces costs
  • Eliminates timing decisions across market segments
  • Perfect for long-term wealth creation where short-term volatility becomes noise
Subscribe to AARD Core Index

Smart Quant

₹2,515/Month or ₹7,544/Quarter

🎯
Approach
Ready To Invest Model Portfolio
🔄
Management
Systematic with frequent rebalances. RA provides proactive updates
⚙️
Customisation
Limited. Model portfolio approach with standardised basket
📊
Transparency
Full visibility into weights and periodic changes
🔄
Portfolio Turnover
High Churn

Strategy Highlights

  • Swing trading, quant-driven approach
  • Relative strength frameworks with RRG analysis
  • Stocks with favourable RSI & MACD signals
  • Market cap above ₹2,500 crore for liquidity
  • Strict stop losses via regular rebalances
  • Combination of diversified ETFs and select stocks
  • High-turnover, high-volatility strategy
  • Subscriber Meet-ups & WhatsApp Community
  • Rebalance Updates via WhatsApp and Email
Subscribe to Smart Quant

AARD Ideas 2030 Theme

₹458/Month

🎨
Strategy Type
Rules-based thematic ETF strategy with equal-weight discipline
📉
Volatility Profile
Low Volatility with diversified theme allocation
⏱️
Investment Horizon
Ideal for 5-7 year investment timelines
🔄
Rebalancing
Quarterly rebalancing with systematic profit-booking
🌍
Diversification
Currency hedging via US exposure + inflation protection through gold/silver

Why Choose AARD Ideas 2030 Theme?

  • Top-down sectoral selection with equal-weight discipline
  • Six high-conviction domestic themes: Defense, Capital Markets, Pharma, Metals, Financial Services
  • International equities and precious metals hedging
  • Eliminates behavioral biases through systematic profit-booking and accumulation
  • Complete transparency, low costs, and high liquidity
  • Exceptional replicability without stock-specific risk
  • Targets long-term capital appreciation from India's structural transformation
  • Manages concentration risk through disciplined diversification
  • Suitable for high risk appetite and comfort with 15-25% drawdowns
  • Currency diversification through US exposure
  • Inflation protection via gold and silver allocation
Subscribe to AARD Ideas 2030 Theme

Contact Details

  • themicrocapinvestor@gmail.com
  • B.P.COMPLEX JEEVAN COLONY BALDEOBAG, Jabalpur, Madhya Pradesh, 482002
  • +91 9425412028
  • themicrocapinvestor@gmail.com
  • First Floor, B.P. Complex, Baldeobagh, Jabalpur, Madhya Pradesh, 482002
  • +91 9425412028
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