Portfolio Type: Artificial intelligence based portfolio
Inception Date: 21 July 2017
Number of Stocks: 15-25
Fund Manager Name: Parvesh Kriplani
Fund Manager Experience: Total Exp – 14 Years, With IDFC – 2 Years
Fund Manager Qualification: Bachelor of Engineering in Electronics and Communication and a Chartered Financial Analyst.
Investment Objective: ARTIFICIAL INTELLIGENCE APPLIED TO PORTFOLIO MANAGEMENT.
S – SCREENING – Sourcing, screening and analyzing multiple datasets from various channels in order to crate a shortlist of stocks.
C – CONVERGENCE – Convergence of data analysis to meet the investment requirement of generating potential sources of alpha.
O – OPTIMIZATION – Generating approx. 10 Million portfolios and optimizing to create a Model portfolio with highest potential risk adjusted returns.
R – RISK MANAGEMENT – Ongoing risk management of the portfolio in order to Hold on to Winners and Discard losers.
E – EVOLUTION – Machine learning process continuously learns and keeps evolving to improve its portfolio management ability.