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

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

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

Diversified-Equity Portfolios
made using Stocks
The Fluid Suite
Focused-Equity Portfolios for Short to Medium-term Positional Trading

Focussed-Equity Portfolios
made using Stocks
The Butterfly Suite
Thematic-Equity Portfolios for Medium to Long-term Capital Appreciation

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.
