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.

The Galactic Suite

Multi-asset Mutual Fund & ETF Portfolios

The Galactic Suite
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
  • Cygnus Algorithm - Domestic Equity
  • Perseus Algorithm - US Equity
  • Sagittarius A & B Algorithms - Gold
  • Scutum-Crux Algorithm - Corporate Bonds
  • Norma Algorithm - Government Bonds
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
  • Cygnus Algorithm - Domestic Equity
  • Perseus Algorithm - US Equity
  • Sagittarius A & B Algorithms - Gold
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
  • Cygnus Algorithm - Domestic Equity
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
  • Cygnus Algorithm - Domestic Equity
  • Sagittarius B Algorithm - Gold
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
  • Cygnus Algorithm - Domestic Equity
  • Sagittarius B Algorithm - Gold
The Continental Suite

Solution-specific Mutual Fund 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
  • Gulf Algorithm - Corporate Bonds
  • Africa Algorithm - Government Bonds
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
  • Himalaya Algorithm - Domestic Equity
The Sapien Suite

Broad-market Stock Portfolios

The Sapien Suite
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 Algorithm - Domestic Equity
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 Value & Growth Algorithms - Domestic Equity
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 Algorithm - Domestic Equity
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 Algorithm - Domestic Equity
The Butterfly Suite

Thematic Stock Portfolios

The Butterfly Suite.png
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
  • Wings Algorithm - Domestic Equity

Coming Soon as a smallcase

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
  • Proboscis Algorithm - Domestic Equity

Coming Soon as a smallcase

The Fluid Suite

Market-cap segregated Stock Portfolios

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 Algorithm - Domestic Equity
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 Algorithm - Domestic Equity
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 Algorithm - Domestic Equity
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
  • Waves Algorithm - Domestic Equity
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
  • Tornado Algorithm - Domestic Equity

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 decreasing costs as corpus increases. Stock Portfolios are priced flat.