Analytics Backed Quality Investing

India’s Most Trusted and Best PMS & AIF Platform

India’s Trusted Platform For INFORMED INVESTMENTS by
HNIs and NRIs
Industry’s 1st 5-P Analysis across
People | Philosophy | Performance | Portfolio | Price
Objective Selection through Q-R-C Scoring across
Quality | Risk | Consistency

Why Us

Focused &
Concentrated
Portfolios
High
Performance
Philosophies
Adept
Portfolio
Managers
Zero
Set Up
Fees
Minimal
Exit Load
Structures
Best In Class
Investment Service
Wealth Management Industry isn't designed to be Fair. There are thousands of PMS and AIF products and strategies that waste time, and money. One must practice caution while investing in PMS and AIF products. Besides, stock market in short term, is one place which is subjective in nature. Anything rises or falls basis perceptions, emotions and sentiments. We offer responsible, long term Portfolio Management Services and Alternative Investment Funds, backed by analytics and supported by content. Invest with us in the best quality PMS and AIF products to make informed investment decisions.
Before venturing into the new investment, a review of where one stands is very important. As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis. Our experience tells us that most portfolios are already over diversified, are prey to wrong asset allocation, & wrong product selection. The Portfolio Management Services and Alternative Investment Funds we select are analyzed across 5Ps (people, performance, philosophy, portfolio, and price). We interview the fund management team to do this in-depth analysis.
QUALITY, RISK, CONSISTENCY REVIEW OF YOUR EXISTING INVESTMENT PORTFOLIO
QRC

PEOPLE, PHILOSOPHY, PORTFOLIO, PERFORMANCE, PRICE ANALYSIS OF PORTFOLIO MANAGEMENT SERVICES
5 P Analysis
500

UHNIs & NRIs Served

750

AUM (in Cr)

400

PMSs & AIFs listed

5

Countries

Every Month, we study period-wise performance across
Large Cap, Mid and Small Cap and Multi Cap Portfolio Management Services and Alternative Investment Funds

Our Latest Portfolio Management Services & Alternative Investment Funds Comparative Performance Sheet

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Every Quarter, we publish a curated Portfolio Management Services and Alternative Investment Funds magazine covering Data Points, Analysis of Top PMS and AIF Products, Top Investment Indicators, Top Debt and Equity Mutual Funds, Insights from PMS and AIF Fund Managers, Market Outlook, and much more

Our Latest Quarterly Writeup, INVESTONOMICS

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Accolade & Awards

We started our journey in 2018 with a promise to deliver High Performance Investing, and these award are a testamony to our efforts over the last 3+ years. Today we provide portfolio management and investment services to 400+ investor families across 20+ cities and 5 countries.

Testimonials

Our Latest Interactions with Thought Leaders of Financial Markets

For more of such videos subscribe to our YouTube Channel

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Do Not Simply Invest, Make Informed Decisions

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