HNI Wealth Builder

Streetfolio Chanakya

HNI Wealth Builder

Multi-Sector Portfolio of Premium, High-Quality Market Leaders for Long-Term Wealth Creation

VolatilityHigh
CAGR23.18%
Min. Investment₹ 1,85,614.00

About

The HNI Portfolio is a carefully curated strategy comprising high-quality Indian businesses with strong fundamentals, proven management teams, and sustainable growth potential, complemented by precious metals ETFs for diversification and risk management. The portfolio focuses on market leaders across sectors such as financial services, technology, healthcare, manufacturing, defence, and consumer industries that are well-positioned to benefit from India’s long-term economic growth. By combining quality equities with precious metal exposure, the strategy aims to deliver disciplined long-term wealth creation, portfolio resilience, and superior risk-adjusted returns across different market cycles.
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Methodology

Methodology

Overview

Constituents

13

Rebalance Frequency

Semi Annually

Last Rebalance

August 28, 2026

Next Rebalance

February 28, 2027

Performance

Streetfolio

HNI Wealth Builder

VS
COMPARE WITH

Holdings Distribution

Equity Small Cap

25.00 %

Equity Mid Cap

10.00 %

Equity Large Cap

35.00 %

Multi Asset

30.00 %

Live Performance

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Everything you need to know before subscribing to a Streetfolio.

The HNI Wealth Builder Streetfolio is a premium multi-asset portfolio comprising high-quality market-leading businesses across sectors, complemented by precious metals ETFs to support long-term wealth creation and portfolio resilience.

The objective is to generate long-term wealth by investing in fundamentally strong companies with sustainable growth potential while maintaining diversification through alternative asset exposure.

The portfolio invests across sectors such as financial services, technology, healthcare, manufacturing, defence, and consumer businesses that are positioned to benefit from India's long-term growth story.

This Streetfolio is suitable for investors seeking a high-quality, diversified portfolio focused on long-term capital appreciation and wealth preservation across market cycles.

The portfolio is reviewed on a semi-annual basis to evaluate business fundamentals, sector opportunities, asset allocation, and alignment with the long-term investment strategy.