The Wealth Stack

Portfolio

Managed by OptionBrains

Own the pipes, not the money.

Volatility

Med.

About the portfolio

The Wealth Stack is a model portfolio built on a straightforward bet: as India gets wealthier, it will demand somewhere to put that wealth, and someone to manage, distribute, and trade it. Rather than picking individual stocks or funds, this portfolio owns the entire plumbing behind India's financial savings shift, the…

Investment rationale

The portfolio is drawn from listed Indian financial services businesses across broking, wealth management, asset management, financial product distribution, and allied NBFC/investment companies that earn from managing or moving other people's money…

RebalancesRebalance schedule

Performance

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On this portfolio page you can view validated headline performance after a one-time confirmation.

At a Glance

Holdings count, rebalance cadence, and schedule

Holdings

10

Rebalance Frequency

Quarterly

Last Rebalance

09 Sep 2026

Next Rebalance

9 Dec 2026

Investment Style

Tactical Asset Allocation

Flagship Sector

Financial Services

Rebalance timeline

Updated Quarterly by OptionBrains

  1. 8 Sep, 2026

    Portfolio went live

    Launch date 🚀
  2. 9 Sep, 2026

    No change

  3. 9 Dec 2026

    Next review

Min investment

₹19,187

Subscription 899/mo+ 18% GST at checkout

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What's included

Subscribe to see stock names and weights. Past returns can be viewed on this page after confirmation.

  • Headline performance

    See past returns for this portfolio on this page.

  • Stocks & weights

    Stock names, weights, and live prices after you subscribe.

  • Rebalance schedule

    How often this portfolio is reviewed, and when it last and next changes.

  • Methodology

    Why this portfolio exists and how it is built.

Common questions

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How this portfolio is used

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About the manager

Option Brains Capital Private Limited

Manages 3 model portfolios

SEBI

SEBI Registered Research Analyst · INH000020174

Option Brains Capital Private Limited is a sebi registered research analyst (INH000020174). We publish systematic, rules-based model portfolios with transparent weights, rebalance history, and live index tracking.

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Min investment

₹19,187