Divitiae Investments - Smallcase Strategies

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Six expertly crafted investment strategies designed to help you build wealth through systematic, research-driven approaches

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Choose from our diverse range of strategies tailored to different investment goals, risk profiles, and market opportunities

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Momentum Alpha Drive

High-Conviction Momentum

A momentum-focused equity smallcase designed to capture strong price and earnings trends early. We enter when momentum is proven and exit decisively when it breaks.

  • Listed Indian Equity > ₹1,000 Cr Mcap
  • Need-based rebalancing (decisive momentum breaks)
  • Active / Measured churn
  • Ideal for seekers of higher alpha with active monitoring
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Value Advantage

Mispriced Quality & Safety

A value-oriented strategy focused on fundamentally strong businesses temporarily available at attractive valuations. We prioritize balance sheet strength and cash flows.

  • Listed Indian Equity > ₹1,000 Cr Mcap
  • Need-based rebalancing (valuation comfort changes)
  • Asymmetric Risk-Reward focus
  • Ideal for patient investors preferring valuation discipline
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Healthcare Compounder

Sectoral Growth Focus

A specialized strategy targeting high-quality healthcare and pharmaceutical companies with sustainable competitive advantages and long-term growth potential.

  • Focus on pharmaceutical manufacturers
  • Healthcare services & diagnostics
  • Medical devices and technology
  • Ideal for long-term sectoral exposure
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HNI Smartcase

Sophisticated Wealth Management

A premium strategy designed for high net worth individuals, combining multi-asset allocation with tactical positioning for optimal risk-adjusted returns.

  • Multi-asset tactical allocation
  • Large-cap stability with mid-cap growth
  • Gold and global diversification
  • Ideal for sophisticated HNI portfolios
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Fortune 2030 Adaptive Alpha

Multi-Asset Adaptive Strategy

An adaptive multi-asset strategy focused on risk-adjusted alpha generation through dynamic allocation across equities, ETFs, gold, and global markets.

  • 65-70% equities (mid-cap & small-cap focus)
  • 30-35% ETFs & other assets
  • Dynamic allocation based on market conditions
  • 20 total positions for optimal diversification
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Export Compounders

Global Trade Opportunity

Capitalize on India's export growth story. Focused on companies benefiting from US-EU trade agreements and global reorganization with India as the new anchor.

  • Benefits from US & EU trade deals (2026)
  • Focus on pharma, auto, and engineering exports
  • 99% of Indian export lines get ZERO DUTY
  • Positioned for global supply chain realignment
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Choose the strategy that aligns with your financial goals and risk appetite. All strategies are professionally managed and rebalanced as needed.

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