The core objective of SPHERE PMS is to generate sustainable wealth through asset allocation, value investing, and contrarian investment principles. The strategy targets moderate risk with an expected return of 5–7% above inflation, aiming to deliver long-term alpha while protecting downside.

SPHERE offers a proven investment solution by consolidating decisions into one product — ideal for investors looking for simplicity, diversification, and steady returns in volatile markets.

The SPHERE strategy focuses on:

• Thematic Investing: Backing high-conviction ideas contributing to GDP growth.
• Valuation Discipline: Buying quality assets at the right price (Howard Marks’ principle).
• Asset Allocation: Managing risk through equity, debt, global assets, precious metals, and cash.
• Top-Down & Bottom-Up Approach: Best of macro and micro investing.
• Risk Management: Avoiding major drawdowns (e.g., SPHERE drawdown -11% vs NIFTY -16% as of Aug 2024).

SPHERE enables investors to invest smartly across themes, sectors, and geographies, offering a 360-degree toolkit for diversified portfolio construction.

SPHERE PMS follows a deep-rooted investment philosophy focused on:

• Asset Allocation: Helps avoid market turbulence by shifting to safer assets during heated conditions.
• Value Investing: Prioritizing valuation over hype to protect capital and unlock value.
• Contrarianism: Investing in lesser-known or underappreciated ideas for superior alpha.
• High Conviction: Biased toward market leaders that demonstrate resilience and potential.
• Risk-Consciousness: Designed for wealth protection as much as growth.

This PMS strategy is built for turbulent times, offering protection, compounding, and consistent outperformance.

1. Weather Check: Shift assets to safety when markets turn overheated.
2. Top-Down + Bottom-Up: Harness macro and micro trends simultaneously.
3. High Conviction Investing: Focus on leaders and proven themes.
4. Flexible Allocation: Switch across asset classes based on market signals.
5. Equity-Focused: While retaining ability to diversify into debt, global, or commodity markets.
6. Simplified Wealth Creation: All your investment ideas consolidated into one powerful PMS product.