Intelligent Model Portfolio

Intelligent Model Portfolio

The Compounding Legacy — Long-Term Wealth Creation

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    Contact With us

    Office Address : C9 803, Srs Residency Sector 88, Faridabad, Haryana, 121002

    SEBI regional/local office address:
    NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023

    support@finskool21@gmail.com

    Call For Inquiry
    +91 9871485507

    The Compounding Legacy is a carefully crafted, long-term wealth-building portfolio designed for investors seeking consistent, sustainable, and high-quality financial growth.

    Rooted in value investing principles and focused on identifying strong businesses at attractive pricing, its core objective is to build a resilient portfolio that compounds steadily, creates long-term value, and becomes a lasting financial legacy for the future

    ₹5L+

    Minimum investment

    2%

    Fee per transaction

    Equity

    Only cash & carry

    NRI

    Eligible to invest

    What we cover
    01
    Value-Based Stock Selection
    We identify fundamentally strong businesses trading at attractive valuations — focusing on companies with durable competitive advantages and long-term growth potential.
    02
    Disciplined Portfolio Management
    Only equity, cash and carry transactions. No F&O, no intraday, no commodity. Primarily long-term positions with occasional short-term opportunities.
    03
    Transparent Portfolio Access
    You can monitor your investments at all times via the Motilal Oswal app. Full view access is provided — no hidden positions, complete transparency.
    04
    Flexible Exit Policy
    You may exit the portfolio at any time with prior intimation, allowing us to make necessary arrangements for portfolio liquidation in an orderly manner.

    Service Outcome

    • A resilient, well-diversified long-term equity portfolio built on value investing principles.
    • Steady, compounding returns designed to create a lasting financial legacy.
    • Full portfolio visibility through the Motilal Oswal platform at all times.
    • Professional management with a 2% all-inclusive transaction fee.
    • Accessibility for both resident Indians and NRIs.
    How to Get Started
    In Collaboration with Motilal Oswal
    IMP — The Compounding Legacy
    A thoughtfully designed long-term wealth creation portfolio for disciplined investors seeking consistent, sustainable growth.
    Minimum Capital
    ₹5,00,000
    Investments above ₹5L also accepted
    Transaction Fee
    2% / trade
    Inclusive of brokerage, platform & Finskool21 fee
    • Value investing — strong businesses at attractive prices
    • Motilal Oswal app portfolio view access anytime
    • Exit anytime with prior intimation
    • NRI eligible — subject to applicable regulations
    Email: support@finskool21.com
    Faq's
    1. What is the Swing Alpha Community?
    An exclusive WhatsApp group where we share high-probability swing trade opportunities aimed at generating quick returns. The primary focus is on capital building by leveraging momentum in fundamentally strong stocks.
    On average, 4–5 swing trading opportunities per month, depending on market conditions and the availability of quality trade setups.
    Most trades are designed with an approximate target of 5% returns. However, in cases of strong momentum, we may recommend holding positions for higher targets such as 7% to 10%.
    The typical holding period for swing trades ranges between 3 to 4 weeks, based on stock performance and market trends.
    To effectively follow the strategy, a minimum capital of ₹2,00,000 is recommended.
    We recommend allocating around 10% per trade. With ₹2,00,000, that's ₹20,000 per trade. As you progress to your 6th or 7th trade, earlier positions may reach targets — enabling capital rotation across multiple opportunities.
    Yes, beginners can participate. However, it is essential to follow proper risk management and capital allocation strategies to achieve the best outcomes.
    No, returns are not guaranteed. The stock market involves inherent risks. Our goal is to provide well-researched trade ideas in fundamentally strong companies to reduce losses owing to market volatility.
    All trade ideas, updates, and discussions are shared exclusively within the private Swing Alpha WhatsApp Community.