Tailor-made
Model Portfolios
For Seasoned and Institutional Investors
Invest in model Core & Satellite portfolios with defined investment objectives across asset classes using strategy-based mutual funds and stock portfolios.
Model Core Portfolios
using Mutual Fund & ETFs
Model Satellite Portfolios
using Stocks
The Galactic Suite
Multi-Asset Broad-Market Portfolios for Preservation, Accumulation & Growth
When you decide to invest for your future self, be it 10, 20, 30, or 50 years from today, we respect your choice that requires a long-term commitment. During this time you may encounter:
- Turbulence in the markets.
- Personal challenges.
Investment portfolios suffer the greatest damage when these events coincide (need for money and drop in portfolio value). The Galactic Suite provides a comfortable and doable investment journey while avoiding unsavory outcomes using 5 strategies combined to make 3 portfolios.
Portfolios
Long-term: Preservation + Accumulation + Growth
- Create a rock-solid financial foundation at any age
- Best used to cover contingencies, create a psychological buffer, and save for retirement
- Ideal for long-term (10+ Years)
Long Term: Accumulation + Growth
- Accumulate wealth the right way to create and perpetuate prosperity
- Best used to accumulate a diversified corpus
- Ideal for long-term (10+ Years)
Long Term: Growth
- Funding multiple time-critical goals to be achieved in 10 years or beyond
- Best used for essential goals
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- Retire capital when the goal is achieved
Medium Term: Accumulation + Growth with lower volatility
- Conservative alternative to a savings account to park funds safely and get good returns using ETFs
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- Ideal for medium-term (5+ Years)
Invest in the Evergreen SAVE Portfolio through smallcase.
Medium Term; Accumulation + Growth with higher returns
- Aggressive alternative to deposits with better returns using ETFs
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- Ideal for medium-term (5+ Years)
Invest in the Evergreen SAVE Portfolio through smallcase.
The Continental Suite
Multi-Asset & Solution-Oriented Portfolios for Regular Income and Tax-Saving
Specific needs such as Income Generation and Tax Saving need specific solutions. Hard-earned capital used for income generation requires:
- Capital Preservation.
- Maximum Availability of Income.
- Tax Efficiency.
Tax savings employs locked-in solutions which are volatile and require de-risking capital by profit-taking. The Continental Suites provides specifically tailored solutions that can easily be implemented using 3 strategies combined to make 2 portfolios.
Portfolios
Income Generation with Principal Preservation
- Create an income replacement or supplementation while preserving corpus using fixed income
- Best used to cover fixed expenses
Tax Saving with Profit Generation
- Save tax under section 80C, grow capital, and also book profits from time to time
- Profit booking ensures de-risking of locked-in capital
The Sapien Suite
Diversified-Equity Portfolios for Short to Medium-term Capital Appreciation
Short to medium-term capital appreciation is possible through selective trading in the stock markets. Consistently generating profits through trading is a challenge for any investor. However, the use of algorithms drastically changes the landscape and provides consistency by
- Identifying Recurring Patterns.
- Systematically Covering the Investment Journey in Short Sprints, Rather than Long Marathons.
The Sapien Suite provides performance by gaining faster than the broad market in “good times” and preserving those gains in bad times using 5 strategies combined to make 4 portfolios. The defined universe is multi-cap.
Portfolios
MEDIUM-TERM Capital Appreciation with a BURST return-profile useful for FUNDING of aspirational yet time-critical GOALS
- Generate returns to grow wealth with a time horizon of 5 years and beyond
- Gain by exploiting the Growth market-cycle
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving target value of goal, principal + gains to be retired for consumption
Invest in the Cubit Portfolio through smallcase.
MEDIUM-TERM Capital Appreciation with a CONTINUOUS return-profile useful for WEALTH CREATION with VALUE & GROWTH strategies
- Generate returns to grow wealth with a time horizon of 5 years and beyond
- Gain by exploiting Value and Growth market-cycles
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving recommended ceiling excess capital to be retired for de-risking
Invest in the Palm Portfolio through smallcase.
SHORT-TERM Capital Appreciation with a BURST return-profile useful for FINANCING of aspirational and open-ended GOALS
- Generate returns to grow wealth with a time horizon of 3 years and beyond
- Gain by exploiting the Sentiment market-cycle
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- Target 1.5x/ 2x/ 2.5x of corpus, consume profits and re-deploy principal
Invest in the Digit Portfolio through smallcase.
SHORT-TERM Profit-generation with a CONTINUOUS return-profile useful to create a cash-flow for supplementing income aperiodically
- Generate profits to supplement income with a time horizon of 3 years and beyond
- Gain by exploiting the Sentiment market-cycle
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- Target 10% / 15% / 20% / 25% gains, consume profits and re-deploy principal
Invest in the Inch Portfolio through smallcase.
The Butterfly Suite
Thematic-Equity Portfolios for Medium to 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.
Long-term capital appreciation through stocks is highly dependent on the initial conditions of today, to realize outsized returns in the future. This requires:
- Identifying the Relevant Themes
- Find the Right Securities to Represent these Themes
- Systematic Handholding Till the Realization of Profits
The Butterfly Suite provides outsized returns by identifying the “small” of today and curating it into the “big” of tomorrow through 2 strategies representing 2 portfolios. Portfolios follow a sector/ industry or emerging themes.
Portfolios
Medium-Term Capital Appreciation
- Opportunistic wealth creation by participation in well-established sectors
- Invest through stocks comprising sectoral indices
- Ideal for medium-term (5+ Years).
Long-Term Capital Appreciation
- Multiplying capital by envisioning emerging themes over the long run
- Invest in companies with the possibility of Venture Capital returns
- Ideal for long-term (10+ Years)
The Fluid Suite
Focused-Equity Portfolios for Short to Medium-term Positional Trading
Market-cap or Size is a well-established quantitative factor for generating out-performance. Market-cap is directly correlated to returns and inversely correlated to safety and liquidity. However, by identifying and isolating specific security behavioral patterns, consistent profits with compounding characteristics can be generated in the short term. This implies that the benefits of smaller size companies (higher returns) can be enjoyed with a lower downside (drawdowns).
The Fluid Suite provides performance by trading consistent patterns found in stocks using 3 strategies combined to make 4 portfolios. The defined universe is large to micro-cap.
Portfolios
POSITIONAL TRADING in Top 100 Stocks for SHORT-TERM Capital Appreciation with a CONTINUOUS return-profile
- Generate returns to grow wealth with a time horizon of 3 years and beyond
- Exploit consistent patterns in stock prices to generate pure returns
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving recommended ceiling excess capital to be retired for de-risking
Invest in the Waves Top 100 Portfolio through smallcase.
POSITIONAL TRADING in Top 250 Stocks for SHORT-TERM Capital Appreciation with a CONTINUOUS return-profile
- Generate returns to grow wealth with a time horizon of 3 years and beyond
- Exploit consistent patterns in stock prices to generate pure returns
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving recommended ceiling excess capital to be retired for de-risking
Invest in the Waves Top 250 Portfolio through smallcase.
POSITIONAL TRADING in Top 500 Stocks for SHORT-TERM Capital Appreciation with a CONTINUOUS return-profile
- Generate returns to grow wealth with a time horizon of 3 years and beyond
- Exploit consistent patterns in stock prices to generate pure returns
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving recommended ceiling excess capital to be retired for de-risking
Invest in the Waves Top 500 Portfolio through smallcase.
DEEP-VALUE picks in small & micro-cap stocks for MEDIUM-TERM Capital Appreciation with a BURST return-profile
- Generate returns to grow wealth with a time horizon of 5 years and beyond
- Exploit consistent deep-value patterns in stock prices
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule
- On achieving recommended ceiling excess capital to be retired for de-risking
Invest in the Tornado Portfolio through smallcase.
RISK-SEEKING bets in an all-cap universe for SHORT to MEDIUM-TERM Capital Appreciation with a limited time-horizon
- Generate returns to grow wealth with a time horizon of 3 to 5 years
- Buy stocks at cheap valuations at the right time each quarter as a batch
- Minimum lump sum entry only for each quarterly batch entry
- At the end of the run for a batch (3 to 5 years) retire or redeploy capital in fresh batch
Invest in the Hurricane Portfolio through smallcase.
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Pricing
As SEBI Registered Investment Advisers we are mandated to fiduciary responsibility. With commissions and paybacks out of the way, our compensation is strictly aligned with our clients. This means we are committed to lower costs, better returns, and best risk management practices. We charge a percentage of the portfolio value as our fee and work hard to ensure we make every bit worth it.
Mutual Funds are priced with a slab structure with a decreasing percentage as corpus increases. Stock & ETF Portfolios are priced at a fixed percentage.
