Tailor-made
Model Portfolios
For Seasoned and Institutional Investors
Invest in model portfolios with defined investment objectives across asset classes using strategy-based mutual funds and stock portfolios.
Model Stock Portfolios
The Galactic Suite
Multi-asset Mutual Fund & ETF Portfolios
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
Solution
Long-term Capital Accumulation and Preservation
- 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)
Detailed Features
System Parameters
- 5 Asset Classes
- Low-Cost & Passive (where possible) Mutual Funds.
- Monthly Signal Review
- Quarterly Fund Review
- 5 Risk Configurations
- Strategic Age-linked Glide Path asset-allocation
- 3 of the 5 strategies are tactically managed
Underlying Strategies
Solution
Long Term Capital Accumulation
- Accumulate wealth the right way to create and perpetuate prosperity.
- Best used to accumulate a diversified corpus.
- Ideal for long-term (10+ Years).
Detailed Features
System Parameters
- 3 Asset Classes
- Low-Cost & Passive Mutual Funds.
- Monthly Signal Review
- Quarterly Fund Review
- 5 Risk Configurations
- Strategic 1/N asset-allocation
- 3 of the 3 strategies are tactically managed
Underlying Strategies
Solution
Long Term Capital Appreciation
- 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.
Detailed Features
Detailed Features
System Parameters
- 1 Asset Classes
- Low-Cost & Passive Mutual Funds.
- Monthly Signal Review
- Quarterly Fund Review
- 5 Risk Configurations
- NA
- 1 of 1 strategy is tactically managed
Underlying Strategies
Solution
Medium Term Capital Accumulation 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).
Detailed Features
System Parameters
- 2 Asset Classes
- Low-Cost Exchange Traded Funds.
- Monthly Signal Review
- NA
- 1 Risk Configurations
- Dynamic asset-allocation
- 2 of the 2 strategies are tactically managed
Underlying Strategies
through smallcase
Solution
Medium Term Capital Appreciation 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).
Detailed Features
System Parameters
- 2 Asset Classes
- Low-Cost Exchange Traded Funds.
- Monthly Signal Review
- NA
- 1 Risk Configuration
- Dynamic asset-allocation
- 2 of the 2 strategies are tactically managed
Underlying Strategies
through smallcase
The Continental Suite
Solution-specific Mutual Fund Portfolios
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
Solution
Income Generation with Principal Preservation
- Create an income replacement or supplementation while preserving corpus using fixed income.
- Best used to cover fixed expenses.
Detailed Features
System Parameters
- 2 asset-classes
- Actively managed debt mutual funds
- Quarterly Fund Review
- 5 Risk Configurations
- Strategic Age-linked Glide Path asset-allocation
Underlying Strategies
Solution
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.
Detailed Features
Detailed Features
System Parameters
- 1 asset-class
- Actively managed (ELSS) mutual funds
- Quarterly Fund Review
- 1 Risk Configuration
- NA
Underlying Strategies
The Sapien Suite
Broad-market Stock Portfolios
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.
Portfolios
Solution
Medium-term Capital
Appreciation
- Funding multiple time-critical goals to be achieved in 5 years or beyond.
- Best used for aspirational goals (and not 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.
Detailed Features
System Parameters
- 20 Stocks
- Quantitative
- Fundamental
- Technical
- Monthly Signal Review
- Medium Churn, Delivery-based & Long-only
- Majority of trades fall under STCG
- Recommended Capital Ceiling 3.5 Cr
- Minimum Capital
5 Lac
Underlying Strategies
Cubit Portfolio
through smallcase
Solution
Medium to Long-term Capital
Appreciation
- Grow and accumulate wealth to leave a legacy with a time horizon of 10 years and beyond.
- Apply the time-tested principles of value and growth investing.
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule.
Detailed Features
System Parameters
- 10 Value & 10 Growth Stocks
- Quantitative
- Fundamental
- Technical
- Monthly Signal Review
- Medium Churn, Delivery-based & Long-only
- Majority of trades fall under LTCG
- Recommended Capital Ceiling 3.5 Cr
- Minimum Capital
10 Lac
Underlying Strategies
Palm Portfolio
through smallcase
Solution
Short to Medium Term Capital
Appreciation
- Financing open-ended goals to be achieved in 3 years or beyond.
- Best used for aspirational goals (and not essential goals).
- 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 the principle for the next financing target.
Detailed Features
Detailed Features
System Parameters
- 25 Stocks
- Quantitative
- Fundamental
- Technical
- Weekly Signal Review
- High Churn, Delivery-based &
Long-only - Majority of trades fall under STCG
- Recommended Capital Ceiling 1.5 Cr
- Minimum Capital
10 Lac
Underlying Strategies
Digit Portfolio
through smallcase
Solution
Short-term Profit
Generation
- Generating short-term profits over 3 years or beyond.
- Best used for adding disposable income (not for monthly expenses).
- 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 the principle for the next cycle.
Detailed Features
System Parameters
- 15 Stocks
- Quantitative
- Fundamental
- Technical
- Weekly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under STCG
- Recommended Capital Ceiling 1.5 Cr
- Minimum Capital
10 Lac
Underlying Strategies
Inch Portfolio
through smallcase
The Butterfly Suite
Thematic Stock Portfolios
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
Solution
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).
Detailed Features
System Parameters
- Up to 3 sectors
- Quantitative
- Fundamental
- Technical
- Monthly Signal Review
- Medium Churn, Delivery-based & Long-only
- Majority of trades fall under LTCG
- Recommended Capital Ceiling 3.5 Cr
- Minimum Capital 10 Lac
Underlying Strategies
Solution
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).
Detailed Features
Detailed Features
System Parameters
- Theme-dependent portfolio
- Quantitative
- Fundamental
- Technical
- Quarterly Signal Review
- Low Churn, Delivery-based & Long-only
- Majority of trades fall under LTCG.
- Recommended Capital Ceiling NA
- Minimum Capital 10 Lac
Underlying Strategies
The Fluid Suite
Market-cap segregated Stock Portfolios
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
Waves Top 100
Short-term Capital Appreciation
- 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.
- Large caps only.
Detailed Features
System Parameters
- 10 Stocks
- Quantitative
- Fundamental
- Technical
- Monthly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under STCG.
- Recommended Capital Ceiling 1 Cr.
- Minimum Capital 5 Lac.
Underlying Strategies
Waves Top 250
Short-term Capital Appreciation
- 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.
- Large & Mid caps only
Detailed Features
System Parameters
- 10 Stocks
- Quantitative
- Fundamental
- Technical
- Monthly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under STCG.
- Recommended Capital Ceiling 75 Lac.
- Minimum Capital 5 Lac.
Underlying Strategies
Waves Top 500
Short-term Capital Appreciation
- 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.
- Large, Mid, & Small caps only.
Detailed Features
Detailed Features
System Parameters
- 10 Stocks
- Quantitative
- Fundamental
- Technical
- Weekly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under STCG.
- Recommended Capital Ceiling 50 Lac.
- Minimum Capital 5 Lac.
Underlying Strategies
Waves Top 750
Short-term Capital Appreciation
- 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.
- Large, Mid, Small & Micro caps only.
Detailed Features
System Parameters
- 10 Stocks
- Quantitative
- Fundamental
- Technical
- Weekly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under STCG.
- Recommended Capital Ceiling 25 Lac.
- Minimum Capital 5 Lac.
Underlying Strategies
QVGS Fluid Tornado
Medium-term Capital Appreciation
- Generate returns to grow wealth with a time horizon of 5 years and beyond.
- Discover deep-value in the universe of small sized companies using patterns and factors.
- Start with a minimum lump sum and add more using SIP or lump sum at any schedule.
- Small & Micro caps only.
Detailed Features
System Parameters
- 10 Stocks
- Quantitative
- Fundamental
- Technical
- Weekly Signal Review
- High Churn, Delivery-based & Long-only
- Majority of trades fall under LTCG.
- Recommended Capital Ceiling 15 Lac.
- Minimum Capital 5 Lac.
Underlying Strategies
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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 decreasing costs as corpus increases. Stock Portfolios are priced flat.
