Asset Management

The QVGS Framework

A Suite of Portfolios & Strategies for Quantamental Investing™

Quantamental InvestingTM involves blending Fundamental and Quantitative Analysis. Value, Growth, Sentiment are the cycles which drive the valuation of an asset in the long-term, medium-term and short-term respectively. These are determined using Technical analysis.

QVGS or Quantamental Value Growth Sentiment, is a framework which allows the combination of Fundamental, Quantitative and Technical schools of investing for creating and managing portfolios across a universe of multiple asset classes. This requires the use of multiple datasets and the diverse capabilities of Man and Machine.

Quantamental Investing™ using Mutual Fund Portfolios

Mutual funds are a simple and easy way of participating in all kinds of asset classes like equities, foreign equity, fixed income and gold.

Portfolios designed with “Life” in mind

The Galactic Suite

Long-term Capital Appreciation | Retirement Planning | Goal Seeking

When you decide to invest for your future self, be it 10, 20, 30 or 50 years from today, we respect your choice. This choice requires a long term commitment, during which you may encounter turbulence in the markets and face personal challenges. Keeping these factors in mind the Galactic Portfolio is designed for an investment journey which

  • is comfortable and doable and;
  • avoids unsavory situations and outcomes.

The Galactic Portfolios uses mutual funds to create a multi-asset mix suitable for investing a few lacs or many crores.

Each asset is managed with it’s own strategy based on sound financial principles. The result is a sophisticated portfolio, without any underlying complexity and which can be scaled up or unwound quickly and easily.

The Galactic Suite consists of three portfolios:

  • Galactic Wealth
  • Galactic Retirement
  • Cygnus Goals

Read more on the Galactic Suite.

Compare the Suitability & Detailed Features of the Galactic Suite’s Portfolios.

Portfolios designed with “Needs” in mind

The Continental Suite

Income Generation |
Tax Saving

Specific needs such as Income generation and Tax Saving need specific solutions. We recognize these needs and have curated specific portfolios under the Continental Suite.

Hard earned capital being used for income generation requires:

  • Capital preservation while generating returns
  • Tax efficiency for maximum availability of income.

At the same time, Tax Saving need not be a rocky affair with equities dipping and causing strife due to lock-ins. Our Tax Saving portfolios are made in dividend generation mode (currently) to create additional income and provide capital for reinvestment over and over again.

The Continental Suite consists of two portfolios:

  • Continental Income
  • Continental Tax Saver

Read more on the Continental Suite

Compare Suitability & Detailed Features of the Continental Suite’s Portfolios.

Quantamental Investing™ using Managed Stocks Portfolios

Managed stock portfolios let you participate in specialized investing while getting access to institutional grade alpha and risk management at a variety of ticket sizes.

Portfolios designed with “Performance” in mind

The Sapien Suite

Short-term to Medium-term Capital Appreciation

Creating wealth in the short to medium term is possible by participating in the stock markets. The key is to:

  • identify consistent recurring patterns and;
  • cover the investment journey in short sprints, rather than long marathons.

We use Quantamental InvestingTM techniques to build systematically managed portfolios. Each of these portfolios are run by strategies which are designed keeping in mind sound fundamental, quantitative and technical principles along with advanced risk management techniques such as: market cycles, diversification, avoiding alpha stagnation, position sizing and more.

The Sapien Suite consists of four portfolios:

  • Sapien Cubit
  • Sapien Palm
  • Sapien Digit
  • Sapien Inch

Read more on the Sapien Suite

Compare Suitability & Detailed Features of the Sapien Suite’s Portfolios.

Portfolios designed with “Wealth Creation” in mind

The Butterfly Suite

Thematic, Long-Term Capital Appreciation

A butterfly flapping its wings at one end of the planet today, can brew a storm at the other end tomorrow: Chaos Theory shows us how final outcomes are highly sensitive to initial conditions.

We understand that investments in emerging themes and smaller companies today can become very large trends and multi-baggers of the future. However, during the unfolding of this development, a lot of hand holding is required to achieve the final outcome. The Butterfly Portfolios are curated and built upon themes which are small today, but have the potential to become big game changers in the future using Quantamental InvestingTM techniques. In order to do this, we use all types of analytical tools, data-sets and capabilities to build future ready portfolios for the long term.

The Butterfly Suite consists of two portfolios:

  • Butterfly Index Theme
  • Butterfly Emerging Themes

Read more on the Butterfly Suite.

Compare Suitability & Detailed Features of the Butterfly Suite’s Portfolios.

Strategies

Under the Hood

Each of the QVGS Portfolios are driven by strategies. Each strategy is carefully designed and highly process oriented to ensure a consistent output. A rigorous process is followed each time a portfolio is created or rebalanced. Fundamental, Quantitative and Technical analyses inputs are converted into algorithms, coded and harmonized with each other to provide a truly quantamental output. Human rationale is used to understand the purpose and design the function of each portfolio.

Galactic Strategies

Cygnus

Tactically managed index mutual fund portfolios of Indian (Domestic) Equities for growth.
(Cygnus Strategy Tech Sheet)

Perseus

Tactically managed index mutual fund portfolios of U.S. (International)  Equities for growth.
(Perseus Strategy Tech Sheet)

Sagittarius

Tactically managed gold mutual fund portfolios for growth.
(Sagittarius Strategy Tech Sheet)

Scutum-Crux

Quantamental fixed income mutual funds portfolio of Corporate Bonds for growth.
(Scutum-Crux Strategy Tech Sheet)

Norma

Quantamental fixed income mutual funds portfolio of Government Bonds for growth.
(Norma Strategy Tech Sheet)

Continental Strategies

Gulf

Quantamental fixed income mutual funds portfolio of Corporate Bonds for regular income.
(Gulf Strategy Tech Sheet)

Africa

Quantamental fixed income mutual funds portfolio of Government Bonds for regular income.
(Africa Strategy Tech Sheet)

Himalaya

Quantamentally constructed ELSS mutual funds portfolios of Indian (Domestic) Equities for tax-saving and dividends.
(Himalaya Strategy Tech Sheet)

Sapien Strategies

Cubit

Market Cap based Quantamental managed stock portfolios of domestic equity for medium-term capital growth using Market Cycles.
(Cubit Strategy Tech Sheet)

Palm

All Cap Quantamental managed stock portfolios of domestic equity for medium-term capital growth using Value and Growth Philosophies.
(Palm Strategy Tech Sheet)

Digit

Multi Cap Quantamental managed stock portfolios of Domestic Equity for short-term capital growth using Sentiment Cycles.
(Digit Strategy Tech Sheet)

Inch

Multi Cap Quantamental managed stock portfolios of Domestic Equity for short-term profit generation using Sentiment Cycles.
(Inch Strategy Tech Sheet)

Butterfly Strategy

Butterfly Index

Micro Cap Quantamental managed stock portfolios of Domestic Equity for long-term using Thematic Analysis for capital growth.
(Butterfly Strategy Tech Sheet)

Butterfly Emerging

Micro Cap Quantamental managed stock portfolios of Domestic Equity for long-term using Thematic Analysis for capital growth.
(Butterfly Emerging Strategy Tech Sheet)

Inspiration behind The QVGS Strategies

Learning from nature

Modulor means “Module of the Golden Section”. At Modulor Capital we are inspired by the Golden Spiral, the Golden Ratio and the Fibonacci Numbers. These patterns and mathematics are found all over nature and hidden in the geometry of natural things. Consequently we look towards taking clues in designing our portfolios. (Read More)

Pricing

Client-Adviser Alignment

As SEBI Registered Investment Advisers, not only do we have a fiduciary responsibility mandated by law, but also we are incentivised for portfolio growth. With commissions and paybacks out of the way, our sole objective is efficient growth of capital. Simply put, we earn more if the portfolio grows more. This means we are committed to lower costs, better returns and best risk management practices.We charge a percentage of the portfolio as advisory fee and work hard to ensure we make it worth it.

How it Works?

Mutual Fund Portfolios

  • Choose a strategy.
  • Open an investment account with our partner Administration Platform.
  • Fill up your Risk Profile and FATCA details.
  • Fund the Account.
  • Get Going.
Express Interest as an Investor for Asset Management

Managed Stock Portfolios

COMING SOON…