Bespoke holistic and targeted offerings
Experience a bespoke investment journey with our Discretionary Portfolio Management Service (DPMS). We combine multi-asset and multi-product offerings to curate your portfolio
We include a wide range of asset classes and investment products, from equities and fixed income to alternative investments, to achieve your risk and return objectives.
Key Personnel possess 90+ years of combined experience across quant and fundamental strategies in managing multi asset portfolios.
Personalised investment solutions addressing your financial needs. Our tech first approach and congruent market insights create dynamic portfolios, ensuring optimal performance
Objective Balance between capital appreciation and income through diversification across equity, fixed income, and alternate assets.
Fund Manager Mr. Gaurav Aggarwal
Strategy Hybrid
Key Investments Flexible allocation across multiple asset classes and instruments like equity stocks, corporate bonds, mutual funds, ETFs, etc.
Selection Basis The strategy is supposed to be the entire portfolio for an investor with the mix of equity, fixed income and alternates as an asset classes. The north star metric for the strategy is maximising on risk adjusted returns. Equity allocation is capped at 60% of the portfolio. The portfiolio shall have allocation to mutual funds, ETFs, direct stocks, corporate bonds, REITs, InvITs, gold and silver.
Suitability Suitable for clients with moderate risk appetite.
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index
Recommended Horizon 3 years or more
Objective Focus on capital preservation and liquidity with efficient returns via fixed income and alternate assets.
Fund Manager Mr. Gaurav Aggarwal
Strategy Debt
Key Investments Primarily fixed income instruments such as bonds, debentures, REITs, etc.
Selection Basis The strategy is supposed to be the entire portfolio for an investor with the mix of equity, fixed income and alternates as an asset classes. The north star metric for the strategy is maximising on risk adjusted returns. Equity allocation is capped at 20% of the portfolio. The portfiolio shall have allocation to mutual funds, ETFs, direct stocks, corporate bonds, REITs, InvITs, gold and silver.
SuitabilitySuitable for clients with low risk appetite.
Benchmark CRISIL Composite Bond Fund Index
Recommended Horizon 3 years or more
Objective Capital appreciation through diversified investment across equity, fixed income, and alternate assets.
Fund Manager Mr. Gaurav Aggarwal
StrategyMulti Asset
Key Investments Focused equity instruments such as listed stocks, equity-focused fund schemes, index funds, fixed income instruments, and other permissible securities.
Selection Basis The strategy is supposed to be the entire portfolio for an investor with the mix of equity, fixed income and alternates as an asset classes. The north star metric for the strategy is maximising on risk adjusted returns. Equity allocation is capped at 80% of the portfolio. The portfiolio shall have allocation to mutual funds, ETFs, direct stocks, corporate bonds, REITs, InvITs, gold and silver.
SuitabilitySuitable for clients with high risk appetite.
Benchmark NSE Multi Asset Index 1 Composition - 50% : Nifty 500, 40% : Nifty 50 Arbitrage Index, 10% : REIT or InvIT
Recommended Horizon 3 years or more
ObjectiveCapital appreciation on a long term basis through equity investments along with cash equivalent instruments for surplus cash.
Fund Manager Mr. Harsh Gupta
Strategy Equity
Key Investments Focused portfolio with <=30 stocks with cash equivalent instruments for surplus cash.
Selection Basis Stocks are selected on the GSV Model (Governance, S-Curve, Valuation), with fixed income instruments selected based on credit and liquidity risk.
Suitability Suitable for clients with high risk appetite.
Benchmark S&P BSE 500 TRI
Recommended Horizon 5 years or more
Objective Focus on capital preservation and liquidity with efficient returns via fixed income and alternative assets.
Fund Manager Mr. Gaurav Aggarwal
Strategy Debt
Key Investments Primarily fixed income instruments such as bonds, debentures, REITs, etc.
Selection Basis Selelction of issuers based on various strong underwriting criteria including but not limited to Background, Management, Vintage, Regulations, Peers, Financial Ability, Security, Deal Structure, Concentration, Covenants & Review of the portfolio.
Suitability Suitable for clients with moderate-high risk appetite.
Benchmark CRISIL Composite Bond Fund Index
Recommended Horizon 2-3 years
Objective Capital appreciation on a long term basis through focussed investment in equity instruments.
Fund Manager Mr. Gaurav Aggarwal
Strategy Equity
Key Investments Focused equity instruments such as listed stocks, equity focussed fund schemes, index funds, warrants, options, etc.
Selection BasisThe strategy is supposed to be the entire portfolio for an investor with the mix of equity, fixed income and alternates as an asset classes. The north star metric for the strategy is maximising on risk adjusted returns. The portfolio will be entirely allocated in equity as an asset class. The portfiolio shall have allocation to mutual funds and ETFs.
Suitability Suitable for clients with high risk appetite.
Benchmark Nifty 50 TRI
Recommended Horizon 3 years or more
Objective Generate regular income on surplus cash pending deployment.
Fund Manager Mr. Gaurav Aggarwal
Strategy Debt
Key Investments Fixed income instruments such as bonds, debentures, InvITs, REITs, etc.
Selection Basis This strategy is meant to stagger investments.
Suitability Suitable for clients with low risk appetite.
Benchmark CRISIL Composite Bond Fund Index
Recommended Horizon 1 month or more
This product-centric approach focuses on theme-based, targeted investment strategies, allowing you to capitalise on specific market opportunities and views. With NDPMS, you have the flexibility to select investment themes that align with your financial goals, supported by our expertise and detailed market analysis
Our NDPMS is designed around specific investment themes that capture emerging opportunities and market trends.
The investment approaches can be tailored to your specific requirements and allows you to invest in what suits you best.
Clients have the ability to influence investment decisions, ensuring their portfolio aligns with their personal goals and market views.
Objective Capital appreciation on a long term basis with primary focus on equity along with fixed income assets for surplus cash.
Fund ManagerMr. Yajash Mehta
StrategyEquity
Key Investments Focused equity instruments such as listed stocks, equity focussed fund schemes, index funds, etc. along with other permissible securities.
Selection Basis Companies are chosen on PERFECT strategy framework (promoter and management quality, earnings, risk management, valuations and market trends and timings), with fixed income instruments selected based on credit and liquidity risk.
SuitabilitySuitable for clients with high risk appetite due to equity concentration.
Benchmark S&P BSE 500 TRI
Recommended Horizon 5 years or more
Objective Focus on capital preservation and liquidity with efficient returns via fixed income and alternate assets.
Fund ManagerMr. Gaurav Aggarwal
StrategyDebt
Key Investments Fixed income instruments such as bonds, debentures, InvITs, REITs, etc.
Selection Basis Selelction of issuers based on various strong underwriting criteria including but not limited to Background, Management, Vintage, Regulations, Peers, Financial Ability, Security, Deal Structure, Concentration, Covenants & Review of the portfolio.
SuitabilitySuitable for clients with moderate-high risk appetite.
BenchmarkCRISIL Composite Bond Fund Index
Recommended Horizon 2-3 years
ObjectiveAchievement of client goals through investment in a diversified portfolio across equity, fixed income and alternate assets.
Fund ManagerMr. Gaurav Aggarwal
StrategyHybrid
Key Investments Flexible allocation across equity, fixed income instruments, and alternate assets based on client goal importance and risk appetite (conservative, moderate, aggressive).
Selection BasisThe strategy is a bespoke solution for investor with asset allocation, instrument allocation, factor allocation and tactical allocation as per the investors' goals and requirements. The strategy is supposed to be the entire portfolio for an investor with the mix of equity, fixed income and alternates as an asset classes. The north star metric for the strategy is maximising on risk adjusted returns. The portfiolio shall haveallocation to mutual funds and ETFs.
SuitabilitySuitable for clients with moderate risk appetite.
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index
Recommended Horizon 3 years or more