First Global – INDIAN Multi-Asset Allocation PMS (IMAAP)

Harnessing Deep Data Science, Artificial Intelligence & Machine Learning along with Human Intelligence

Key Attributes

Inception Date: 19 Feb 2020

Number of Stocks: Max 50

Fund Manager Name: Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team

Fund Manager Qualification:

Ms. Devina Mehra- MBA from IIM Ahmedabad (Gold Medalist). Mr. Shankar Sharma MBA from the Asian Institute of Management, Manila. Finished on Dean’s List.

Fund Manager Experience:

Ms. Devina Mehra and Mr. Shankar Sharma have an experience of more than 30 years each. Mr. Alok Kumar has experience of more than 15 years.

Investment Objective

To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.

Investment Strategy

A unique approach to investing, wherein Deep Data Science, Artificial Intelligence & Machine Learning are harnessed to unearth trends, patterns, in financial data (structured and unstructured), and then, our Human Intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes, to invest in.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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Don’t Just Invest. Make an Informed Decision.