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
made using Mutual Fund & ETFs
Model Satellite Portfolios
made 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.
Multi-Asset
Portfolios
made using Mutual Funds & ETFs
Glide-Path allocation for Growth, Accumulation and Preservation
- Suited for 10 years and beyond
- Exposed to Broad-based Equity, Gold, Equity-arbitrage, Corporate Bonds & Government Bonds
- Dynamically-allocated Passive & Actively-managed Mutual Funds
IMMIDEATE-term Capital Preservation
- Suited for 1 years and beyond
- Exposed to Equity-arbirage, Corporate Bonds & Government Bonds
- Stategically-allocated Actively-managed Mutual Funds
LONG-term Capital Growth, Accumulation and Preservation
- Suited for 10 years and beyond
- Exposed to Broad-based Equity, Gold & Equity-arbitrage
- Dynamically-allocated Passive Mutual Funds
MEDIUM-term Capital Growth, Accumulation and Preservation
- Suited for 5 years and beyond
- Exposed to Broad-based Equity, Gold & Debt
- Dynamically-allocated Passive Exchange Traded Funds in 3 configurations: SAVE, GROW & PRIME
Broad-based
Portfolios
made using Mutual Funds
LONG-term Capital Growth and Preservation
- Suited for 10 years and beyond
- Exposed to Broad-based Equity & Equity-arbitrage
- Tactically-managed Passive Mutual Funds
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.
Solution-Oriented Portfolios
made using Mutual Funds
Income-creation with Principle Preservation
- Suited for 10 years and beyond
- Exposed to Corporate Bonds and Government Bonds
- Strategically-allocated Actively-managed Mutual Funds
Profit-generation with
Tax-Saving
- Suited for 3 years and beyond
- Exposed to Diversified-Equity
- Actively-managed ELSS Mutual Funds
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 4 strategies combined to make 4 portfolios. The defined universe is multi-cap.
Diversified-Equity Portfolios
made using Stocks
MEDIUM-term Capital Appreciation using GROWTH Market-cycle
- Suited for 5 years and beyond
- Monthly-review
- Exposed to Multicap Direct Equity
MEDIUM-term Capital Appreciation using VALUE Market-cycle
- Suited for 5 years and beyond
- Monthly-review
- Exposed to Multicap Direct Equity
SHORT-term Capital Appreciation using SENTIMENT Market-cycle
- Suited for 3 years and beyond
- Weekly-review
- Exposed to Multicap Direct Equity
SHORT-term Profit-generation using SENTIMENT Market-cycle
- Suited for 3 years and beyond
- Weekly-review
- Exposed to Multicap Direct Equity
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.
Focussed-Equity Portfolios
made using Stocks
SHORT-term Profit-generation for Positional Trading in LARGE & MID Cap Stocks
- Suited for 3 years and beyond
- Monthly-review
- Exposed to Largecap and Midcap Direct Equity
MEDIUM-term Capital Appreciation using Deep-value picks in SMALL & MICRO caps
- Suited for 5 years and beyond
- Monthly-review
- Exposed to Smallcap and Microcap Direct Equity
SHORT-term Capital Appreciation with a limited time horizon using Risk-seeking Bets in an ALL Cap universe
- Suited for successive 3 year holding-periods
- Quarterly-review
- Exposed to Allcap Direct Equity
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.
Thematic-Equity Portfolios
made using Stocks
Medium-Term Capital Appreciation through Sectoral Rotation with custom indices
- Suited for 5 years and beyond
- Monthly-review
- Exposed to Allcap Direct Equity
Long-Term Capital Appreciation through emerging themes as a custom index
- Suited for 10 years and beyond
- Venture Capital like Returns
- Exposed to Allcap Direct Equity
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.
