Agreya Capital Philosophy

1. Factor-based investing rooted in momentum, trend capture, and market sentiment.

2. Tactical allocation to outperform base portfolios without excessive risk.

3. Client-centric customization with minimal churn and high efficiency.

4. Invests with a focus on asymmetric returns, aiming for higher upside with limited downside exposure.

Agreya Capital Framework

1. Customized risk portfolios aligned with individual risk appetites.

2. Allocates ~90% to core hybrid assets; ~10% to index options.

3. Rule-based rebalancing ensures objectivity and consistency.

4. Uses systematic call/put option buying — no leverage, limited drawdowns.

5. Ideal for investors seeking derivative-enhanced PMS with a mix of growth and protection.