Our Portfolios
Core & Satellite Portfolios across Global Assets.
We believe good investing is not only minimizing risk & maximizing reward but also meeting the key investment objectives of the investor.
Core & Satellite Investing
Risk Segregation
We follow a Core and Satellite investing methodology to segregate risks in your portfolio.
- Core portfolios intend to take less-than-market risks and generate market-like returns.
- Satellite portfolios intend to take market-like risks and generate better-than-market returns.
Core Portfolios
We invest in Core strategies with the investment objectives of Growth, Accumulation, and Preservation. This is done by running strategies with Dynamic Asset Allocation & Passive Tactical investment styles. By using low-cost index funds and ETFs across asset classes gloabally (equity, gold, debt and equivalents in Indian, U.S. and Global Indices), Core Portfolios offer both deep liquidity and capital preservation.
We manage core portfolios using a multi-asset investment process.
Dynamic Asset Allocation
Index, Gold, & Debt | Mutual Funds/ ETFs | Algorithmic Allocation
India Multi-Asset ETFs
India Multi-Asset Index Fund
Passive Tactical Equity
Index & Debt | Mutual Funds/ ETFs | Algorithmic Allocation
India Passive Tactical ETFs
India Passive Tactical Index Funds
Global Passive Tactical ETFs
Explore Core Portfolios
Invest using multi-asset, tactical, blended strategies.
Multi-asset Investment Process
Learn details about our methodology & process for multi-asset investing.
Satellite Portfolios
Satellite strategies invest using the Quantamental Investing methodology in Value, Growth, and Sentiment investment styles. These strategies follow Profit-generation, Income-creation, and Capital-appreciation investment objectives and operate on Indian and U.S. Equities. Satellite Portfolios offer both nimble rebalancing and target risk-taking.
Diversified-Equity
India Equity | Upto 20 Stocks | Quantamental Construction & Review
Multicap Value
Multicap Growth
Multicap Sentiment
Focused-Equity
India Equity | Upto 10 Stocks | Quantamental Construction & Review
Large-Midcap Sentiment
Mid-Smallcap Growth
Small-Microcap Value
Nanocap Value
Foreign-Equity
U.S. Equity | Upto 20 Stocks | Quantamental Construction & Review
Largecap Sentiment
Midcap Growth
Smallcap Value
Explore Satellite Portfolios
Invest using value, growth, and sentiment strategies.
Listed-equity Investment Process
Learn details about our methodology & process for investing in listed-equity.
Know More About our Model Portfolios
We offer professionally advised model portfolios with integrated execution & seamless tracking across:
- Mutual Funds – India
- Stocks and ETFs – India
- Mutual Funds – U.S. & Global
- Stocks and ETFs – U.S. & Global;
Start a Wealth Conversation
Talk to a Wealth Adviser to know more or to get invested with us.