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Our Product Portfolio

Advisory Portfolio

AIFs

AIFs combine the operational ease of Mutual Funds with Flexibility of PMS making it a perfect blend geared for optimum

Large Cap PMS

Large Cap PMS primarily invests in Top 100 listed companies. They have moderate Risk and moderate return potential. This is

Mid & Small Cap PMS

Mid and Small Cap PMS invests in smaller companies which have higher risks but also very high return potential as

Multi Cap PMS

Multi Cap PMS are market cap agnostic. They have higher risk and higher return potential as well. This is ideal

Structured Products

These products are designed for investors looking for higher returns but at the same time do not want to lose

Ckredence Diversified PMS

Ckredence Diversified PMS

Mid & Small Cap PMS, PMS

ENAM India Vision Portfolio

ENAM India Vision Portfolio

Mid & Small Cap PMS, PMS, Portfolio

OAKS ABC Equity Portfolio

OAKS ABC Equity Portfolio

Mid & Small Cap PMS, PMS

360 ONE ASSET Phoenix PMS

360 ONE ASSET Phoenix PMS

Mid & Small Cap PMS, PMS, Portfolio

SRE Shield PMS

SRE Shield PMS

Multi Cap PMS, PMS

TCG RAF Fund

TCG RAF Fund

Multi Cap PMS, PMS

Sundaram Alternates Rising Star PMS

Sundaram Alternates Rising Star PMS

Mid & Small Cap PMS, PMS, Portfolio

Rockstud Capital Aif

Rockstud Capital Aif

AIF, AIFs, Category III AIF

Marcellus Rising Giants PMS

Marcellus Rising Giants PMS

Mid & Small Cap PMS, PMS, Portfolio

Marcellus Little Champs PMS Portfolio (LCP)

Marcellus Little Champs PMS Portfolio (LCP)

Mid & Small Cap PMS, PMS, Portfolio

Concept Investwell Marvel

Concept Investwell Marvel

Mid & Small Cap PMS, PMS

Prosperity Discovery Fund

Prosperity Discovery Fund

Mid & Small Cap PMS, PMS

ABANS Smart Beta Portfolio

ABANS Smart Beta Portfolio

Mid & Small Cap PMS, PMS

Centrum Good to Great

Centrum Good to Great

Mid & Small Cap PMS, PMS

Centrum Flexicap

Centrum Flexicap

Multi Cap PMS, PMS

Centrum Microcap

Centrum Microcap

Mid & Small Cap PMS, PMS

Centrum Deep Value

Centrum Deep Value

Mid & Small Cap PMS, PMS

White Oak India Top 200 PMS

White Oak India Top 200 PMS

Multi Cap PMS, PMS, Portfolio

SageOne Small And Micro Cap Portfolio

SageOne Small And Micro Cap Portfolio

Mid & Small Cap PMS, PMS, Portfolio

SageOne Capital Core Portfolio PMS

SageOne Capital Core Portfolio PMS

Mid & Small Cap PMS, PMS, Portfolio

SageOne Diversified Portfolio

SageOne Diversified Portfolio

Mid & Small Cap PMS, PMS, Portfolio

Sowilo Target Return Aggressive Fund

Sowilo Target Return Aggressive Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

Sowilo Multicap Fund

Sowilo Multicap Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

PGIM India  Phoenix PMS

PGIM India Phoenix PMS

Mid & Small Cap PMS, PMS

Valentis Rising Star Opportunity PMS

Valentis Rising Star Opportunity PMS

Mid & Small Cap PMS, PMS, Portfolio

Valentis Advisors Multi Cap PMS

Valentis Advisors Multi Cap PMS

Mid & Small Cap PMS, PMS, Portfolio

Spark Fund 75 Flexicap PMS

Spark Fund 75 Flexicap PMS

Mid & Small Cap PMS, PMS

PGIM India Core PMS

PGIM India Core PMS

Mid & Small Cap PMS, PMS

NJ AMPL Multicap Portfolio

NJ AMPL Multicap Portfolio

Mid & Small Cap PMS, PMS

Motilal Oswal Value Strategy PMS

Motilal Oswal Value Strategy PMS

Mid & Small Cap PMS, PMS, Portfolio

Invasset Growth Fund PMS

Invasset Growth Fund PMS

Mid & Small Cap PMS, PMS

Kotak Focus Top 12 PMS

Kotak Focus Top 12 PMS

Mid & Small Cap PMS, PMS

Invesco Caterpillar PMS

Invesco Caterpillar PMS

Mid & Small Cap PMS, PMS

ICICI Prudential PMS Value Strategy

ICICI Prudential PMS Value Strategy

Mid & Small Cap PMS, PMS, Portfolio

ICICI Prudential PMS Large Cap Strategy

ICICI Prudential PMS Large Cap Strategy

Mid & Small Cap PMS, PMS, Portfolio

ICICI Prudential PMS Flexi Cap Strategy

ICICI Prudential PMS Flexi Cap Strategy

Mid & Small Cap PMS, PMS, Portfolio

ICICI Prudential PMS Contra Strategy

ICICI Prudential PMS Contra Strategy

Mid & Small Cap PMS, PMS, Portfolio

Green Portfolio Index PMS

Green Portfolio Index PMS

Mid & Small Cap PMS, PMS

Bonanza Aegis Strategy PMS

Bonanza Aegis Strategy PMS

Mid & Small Cap PMS, PMS

Bonanza Edge Strategy PMS

Bonanza Edge Strategy PMS

Mid & Small Cap PMS, PMS

Bonanza Value Strategy PMS

Bonanza Value Strategy PMS

Mid & Small Cap PMS, PMS

Accuracap Alphagen PMS

Accuracap Alphagen PMS

Mid & Small Cap PMS, PMS

Ambit Coffee Can Portfolio

Ambit Coffee Can Portfolio

Large Cap PMS, PMS, Portfolio

AMBIT Good & Clean

AMBIT Good & Clean

Mid & Small Cap PMS, PMS, Portfolio

Amsec Life

Amsec Life

Multi Cap PMS, PMS

EDELWEISS Pure Yield Ideas

EDELWEISS Pure Yield Ideas

PMS, Structured Products

EDELWEISS TWIN WIN

EDELWEISS TWIN WIN

AIF, AIFs, Category III AIF, Structured Products

Emkay 12 Fund

Emkay 12 Fund

Large Cap PMS, PMS

Emkay L.E.A.D PMS

Emkay L.E.A.D PMS

Multi Cap PMS, PMS

ICICI Prudential PMS PIPE Strategy

ICICI Prudential PMS PIPE Strategy

Mid & Small Cap PMS, PMS, Portfolio

ICICI Prudential PMS Core Strategies PMS

ICICI Prudential PMS Core Strategies PMS

Large Cap PMS, Multi Cap PMS, PMS, Portfolio

360 ONE Equity Multicap PMS

360 ONE Equity Multicap PMS

Multi Cap PMS, PMS, Portfolio

Pace Tresor Prive

Pace Tresor Prive

Multi Cap PMS, PMS

Pace Tresor Flexi

Pace Tresor Flexi

Multi Cap PMS, PMS

ITI Long Short Equity Fund

ITI Long Short Equity Fund

Advisory Portfolio, AIF, AIFs

Lakewater PMS

Lakewater PMS

Multi Cap PMS, PMS

MOTILAL OSWAL Focused Midcap Strategy PMS

MOTILAL OSWAL Focused Midcap Strategy PMS

Mid & Small Cap PMS, PMS, Portfolio

PGIM India PMS

PGIM India PMS

Multi Cap PMS, PMS

Sameeksha Capital Equity PMS

Sameeksha Capital Equity PMS

Multi Cap PMS, PMS, Portfolio

SBI ESG Portfolio

SBI ESG Portfolio

Multi Cap PMS, PMS

Stallion Asset Core Fund Portfolio

Stallion Asset Core Fund Portfolio

Multi Cap PMS, PMS, Portfolio

TATA PMS ACT

TATA PMS ACT

Multi Cap PMS, PMS

TATA PMS Bluechip

TATA PMS Bluechip

Large Cap PMS, PMS

Do Not Simply Invest, Make Informed Decisions

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