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 AIFs. 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 PMS and AIF investment service backed by analytics and supported by content. Invest with us in the best quality PMS and AIF products and 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 PMS and AIF products 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
400

UHNIs & NRIs Served

600

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 PMSs

Our Latest PMS & AIF Comparative Performance Sheet

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Every Quarter, we publish a curated PMS and AIF 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 investment services to 400+ investor families across 20+ cities and 5 countries.

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