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.

Invest Like Institutions

Gaining Institutional Edge

Institutional investors fare better in all kinds of markets because they have a very clear set of investment directives. Alongside, seasoned investors employ very specific investment strategies with a highly disciplined and systematic approach.

Individuals and Families can too invest like institutional and seasoned investors by defining investment objectives into Core and Satellite investment objectives and segregating risks.

Core & Satellite Investing

We have defined 3 Core & 3 Satellite Quantamental Investment Objectives that allow us to create targeted portfolios in public or private markets and across asset classes. Each of these portfolios is designed as a solution to the specific needs of individuals, families, and institutions.
Core Investment Objectives
Satellite Investment Objectives

Core Portfolios

Our 9 Core portfolios invest across asset classes and global markets, especially in India and the U.S., by employing passive low-cost instruments where possible. These portfolios are designed to diversify globally across the largest economies with a focus on India over the long to medium term by using dynamic, tactical, and blended approaches.
Explore Core Portfolios

Invest using multi-asset, tactical, blended strategies.

Explore Portfolios

Satellite Portfolios

Our 9 Satellite portfolios invest in listed and unlisted stocks across the spectrum of equity in India and globally through direct, co-investing, and fund structures. Our satellite portfolios are intended for the short to long-term using value growth and sentiment market cycles.
Explore Satellite Portfolios

Invest using value, growth, and sentiment strategies.

Explore Portfolios
Listed-equity Investment Process

Learn details about our methodology & process for investeing in listed-equity.

Learn Details

Venture Capital Portfolios

We are invested in 4 themes through 2 co-investing structures. Our Venture Capital portfolios are intended for long-term investing.


Process Automation
Applied AI
Commerce Tools
Solving For Bharat



Modulor Thinknext

8 Investments

View Investments

Modulor Novatuer

4 Investments

View Investments

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
  • Venture Capital – India

Start a Wealth Conversation

Talk to an adviser to know more or to get invested with us.

Set up a 1-on-1
Become a Limited Partner

Talk to a General Partner to know more or to get invested with us.

Set up a 1-on-1
Read our Reasearch
Notes on mixing the mindsets of men and machines.
Quantamental Investing