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

The galactic suite
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

the continental suite
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

The sapien suite
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

The fluid suite
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

The butterfly suite
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

Coming Soon

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

Coming Soon

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.
Modulor Capital Pricing