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CAGRwealth

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Shruti Agrawal, CFA

Shruti Agrawal is the founder of CAGRwealth and has over 10 years of experience in investing, markets and wealth management. She has also co-founded CAGRfunds, a boutique Personal Finance company, helping individuals primarily manage their mutual fund portfolios.

Shruti has so far managed wealth for over 200 families and believes in the concept of value addition for her clients. The core value of her investment advisory practice is to enable her clients to compound wealth and achieve financial independence early.

A CFA Charterholder and a graduate from MDI herself, Shruti works with a team of IIT & IIM/MDI Graduates, CFA Charterholders and CAs.

Being one of the very few women SEBI RIA in India, she is extremely passionate about helping women embark on the journey of financial empowerment.

Shruti is supported by a strong research team headed by Kshitiz Jain. Kshitiz is a CFA charter holder, FRM, MBA from IIM Bangalore, and B.Tech from IIT Roorkee. He has 12+ years of experience investing in India markets.

Shruti Agrawal is the founder of CAGRwealth and has over 10 years of experience in investing, markets and wealth management. She has also co-founded CAGRfunds, a boutique Personal Finance company, helping individuals primarily manage their mutual fund portfolios.

Shruti has so far managed wealth for over 200 families and believes in the concept of value addition for her clients. The core value of her investment advisory practice is to enable her clients to compound wealth and achieve financial independence early.

A CFA Charterholder and a graduate from MDI herself, Shruti works with a team of IIT & IIM/MDI Graduates, CFA Charterholders and CAs.

Being one of the very few women SEBI RIA in India, she is extremely passionate about helping women embark on the journey of financial empowerment.

Shruti is supported by a strong research team headed by Kshitiz Jain. Kshitiz is a CFA charter holder, FRM, MBA from IIM Bangalore, and B.Tech from IIT Roorkee. He has 12+ years of experience investing in India markets.

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Years of experience

10+ Years

SEBI Registered

INA100016406

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All your questions answered

Frequently asked questions

What are the products offered?

CVM- CAGRwealth Value Momentum is a proprietary equity portfolio strategy developed by combining long run alpha generating factors like value and momentum., CFF - CAGRwealth Fundamental Flexicap is a diversified portfolio strategy based on extensive fundamental research, with a aim to generate wealth over a long term., CAGRwealth NIF50Plus is a rule based portfolio strategy which aims to generate long term alpha based on value and momentum factors., CAGRwealth Passive Multi Factor & Asset Allocator is a passive approach to multi-factor investing and asset allocation.

What is their investment philosophy?

The philosophy of CAGRwealth is to generate long term alpha for investors by deploying an unbiased data driven approach to systematic investing strategies., The endeavour here has been to construct equity portfolios with single or multiple factors with the objective of reducing volatility and outperform benchmark.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

More questions? Check out help section