Wealth+ India Vision 2030 Research Strategy

Wealth+ India Vision 2030 Research Strategy

This research strategy targets India’s structural growth by balancing high-margin specialists in digital and power infrastructure with global leaders in large-scale industrial execution. Designed for long-term investors, the model focuses on debt-free balance sheets and multi-year revenue visibility across themes like smart metering, data centers, and the energy transition. It aims to capture the India Vision 2030 narrative through a disciplined blend of high-growth niche players and established infrastructure giants.

This strategy focuses on India’s structural growth by diversifying across six high-conviction companies in the digital and power infrastructure sectors. It balances the stability of long-term industry leaders with the dynamic potential of emerging specialists, including two companies with a listing history of less than 10 years that represent the next wave of innovation. 

The Wealth+ India Vision 2030 Research Strategy utilizes a proprietary model to identify high-potential sectors driving India's growth through 2030. The reported CAGR returns are calculated based on the average return of all constituent companies as of 31st March 2026. Please note that these figures are derived from back tested data, representing hypothetical performance based on historical models rather than actual live trading results. This research aims to provide long-term investors with a disciplined framework for capturing structural themes like digital infrastructure and energy transition.

 

Mixed of Global Funds

Our Investment Plans

Mixed of Global Funds
Mixed of Global Funds

2 Large Cap, 1 Mid Cap, 1 Small Cap, 1 Global Fund

3Y 19.65%
5Y 27.025%
10Y 17.105%
Large Cap
Large Cap

5 Large Cap

3Y 18.58%
5Y 22.21%
10Y 14.12%
Flexi Cap
Flexi Cap

5 Flexi Cap

3Y 22.79%
5Y 27.11%
10Y 17.65%
Small Cap
Small Cap

5 Small Caps

3Y 22.17%
5Y 31.7%
10Y 19.8%
Mid Cap
Mid Cap

5 Mid Caps 50, Top100

3Y 24.28%
5Y 30.39%
10Y 18.20%
Banking and Finance
Banking and Finance

5 Top Funds

3Y 20.5%
5Y 24.81%
10Y 15.37%
Crorepati Fund
Crorepati Fund

5 Crorepati Funds

3Y 19.30%
5Y 26.67%
10Y 17.58%
Regular Monthly Income Using SWP
Regular Monthly Income Using SWP

3 Top Funds

3Y 18.31%
5Y 21.79%
10Y 14.69%
Regular Monthly Income
Regular Monthly Income

3 Top Funds

3Y Fixed Annual Dividend Yield 8.18 - 18.89%
5Y 21.95%
10Y 13.54%