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.

The Galactic Suite

Multi-Asset Broad-Market Portfolios for Preservation, Accumulation & Growth

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.

Galactic Evergreen SAVE smallcase by Modulor Capital

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.

Galactic Evergreen GROW smallcase by Modulor Capital

The Continental Suite

Multi-Asset & Solution-Oriented Portfolios for Regular Income and Tax-Saving

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

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.

Sapien Cubit smallcase by Modulor Capital

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.

Sapien Palm smallcase by Modulor Capital

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.

Sapien Digit smallcase by Modulor Capital

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.

Sapien Inch smallcase by Modulor Capital

The Butterfly Suite

Thematic-Equity Portfolios for Medium to Long-term Capital Appreciation

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).

Coming Soon as a smallcase

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)

Coming Soon as a smallcase

The Fluid Suite

Focused-Equity Portfolios for Short to Medium-term Positional Trading

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.

Fluid Waves Top 100 smallcase by Modulor Capital

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.

Fluid Waves Top 250 smallcase by Modulor Capital

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.

Fluid Waves Top 500 smallcase by Modulor Capital

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.

Coming Soon as a 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.

Coming Soon as a 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.