
Sapien Palm
Value Investing - Quantamental Diversified-equity
Satellite portfolio designed for value investing to create wealth for covered, aspiring rich, and established rich investors.
- Risk: Balanced and above
- Type: Satellite Portfolio
- Advisory Fee: 2.5% p.a.
- Min investment: INR 5,00,000
Portfolio Strategy
Tactical Stage
Follows the Value Market-cycle of the Nifty 500 Index.
Red-flag Stage
Avoids fundamentally over-valued companies.
YelloW-flag Stage
Quantitatively ranks securities on multiple value factors.
Green-flag Stage
Technically selects securities showing high potential mean-reversion momentum & distribution patterns.
Risk-management Stage
Staggers positions as per individual signals and portfolio diversification rules.
Key Parameters
Universe
India Diversified-equity: Top 500 Stocks by Market Cap | Gold | Overnight Debt.
Holding Period
Medium-term, 5 Years and beyond
Ticket Size
Minimum INR 5,00,000 and up to INR 2,50,00,000 (recommended).
Review Frequency
Quarterly review for rebalancing and tactical change
Volatility
Medium and above.
Model Portfolio
Notes:
- All performance graphs & numbers are calculated using backtested & live data and include rebalances.
- Past performance doesn’t include costs and fees or guarantee future returns.
- The above graphs are calculated on actual ETF instruments. Actual performance will depend on exact execution.
Get Invested in the Palm Portfolio
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Talk to an adviser to know more or to get invested with us.
Suitability
Risk Capacity

- Instruments: Stocks
- Investment Universe: India Top 500 Diversified-equity
Risk Reqruirement

- Investment Style: Value
- Waterfall Category: Wealth
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives

Capital-appreciation
The investment objective to take suitable risk in order to appreciate capital faster than others is Capital-appreciation.
Quantamental Algorithms Deployed
Palm
Value-cycle algorithm for Indian equity