The QVGS Framework uses the capabilities of man and machine by systematically overlapping fundamental, quantitative and technical analysis in order to build and manage portfolios across asset classes.
The ‘Q’ in the QVGS represents Quantamental and ‘VGS’ represent Value, Growth and Sentiment Market Cycles which govern movement of an asset class in the long, medium and short terms respectively.
Using the key principles of the QVGS Framework and integrating them into key processes, we have developed 15 Strategies which use Mutual Funds and Direct Equity to construct 11 Portfolios. These portfolios are classified into 4 Suites.
Read in detail about the QVGS Framework and its working on our blog.
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:
The Galactic Suite’s portfolios use mutual funds to create a multi-asset mix.
Specific needs such as Income generation and Tax Saving need specialized solutions. Hard earned capital used for income generation or Tax Saving requires:
The Continental Suite;s portfolios use mutual funds to create fixed income and tax saving solutions.
Appreciation of capital in the short to medium term is possible by participating selectively in the stock markets using algorithms to make consistent trading decisions.The key is to:
The Sapien Suite’s portfolios use long only equity strategies for short to medium 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. The key is to:
The Butterfly Suite’s portfolios use long only equity strategies for long term capital appreciation.
As SEBI Registered Investment Advisers, not only do we have a fiduciary responsibility mandated by law, but also we align our incentives 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 every bit worth it.