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Invest in India and the Globe with ease and exprtise.
Expertise with Access for Affluent Retail & Insitutional Investors
We offer expertly managed model portfolios and curated financial planning using evolving algorithms and human insights. We do this through direct and no-cost access for affluent individuals and families, and institutional investors in a wide variety of instruments and markets.
Direct Equity - India
Direct equity portfolios using value, growth, and sentiment philosophies traded directly through multiple brokerage account options via our partner platform, smallcase.com
Direct Equity - U.S. & Global
Direct equity portfolios using value and growth philosophies traded directly through Advisor Managed accounts with Interactive Brokers, U.S.
Mutual Funds - India
Direct mutual fund portfolios using multi-asset and tactically managed techniques executed seamlessly through NSE NMF II and BSE StAR platforms.
Mutual Funds & ETFs - Global
Exchange-traded fund & mutual fund portfolios using tactically managed techniques executed seamlessly through Advisor Managed accounts with Interactive Brokers, U.S.
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