Agreya Multi-Asset Enhancer Strategy

Agreya Capital overview

The Agreya Multi-Asset Enhancer Strategy aims to deliver enhanced long-term returns by investing 90% of the capital in diversified multi-asset portfolios and the remaining 10% in derivatives to capture short-term equity index trends. The objective is to capitalize on equity opportunities while maintaining a strong focus on capital preservation through options-based risk control mechanisms.

Agreya Capital employs a dual-layered strategy:

• Primary Allocation (90%): Invests across high-quality equity instruments based on Agreya’s in-house research.
• Derivative Allocation (10%): Uses index derivatives exclusively for buying options to tactically capitalize on short-term trends without exposing the portfolio to excessive risk.

This strategic mix allows Agreya to provide risk-mitigated alpha while avoiding blowout risks associated with shorting.

Agreya Capital’s investment philosophy is rooted in a risk-reward balanced framework, emphasizing consistency, wealth protection, and capital efficiency. Core principles include:

1. Sustainability: Ensures repeatability of results by adhering to proven processes.
2. Wealth Protection: Limits drawdowns through strict stop-loss strategies.
3. Balanced Risk-Taking: Maintains discipline between conservative and aggressive investment approaches.
4. Diversification & Allocation: Mitigates risk by integrating multiple complementary asset allocation models.

This approach positions Agreya Capital among India’s most prudent PMS providers offering risk-aware growth investing.