🔸 AIF – MoneyGrow Alpha Fund I

• Objective: Long-term wealth creation via listed equities with opportunistic exposure to REITs and commodities.

• Goal: Outperform benchmark returns while managing downside risk through diversified allocation and bottom-up stock picking.

🔸 PMS – Large Midcap & Small Midcap Strategies

• Objective: Invest in fundamentally strong, growth-oriented companies to deliver consistent compounding over 3–5 years.

• Goal: Generate alpha across cycles through dynamic exposure to emerging sectors, management turnarounds, and scalable opportunities.

✅ AIF – Alpha Fund I

• Dynamic Mix of Large, Mid, and Small Caps

• Focus on:

o High EPS Growth
o Strong Governance & Reasonable Valuation
o REITs & Commodities (Opportunistic)

• Bottom-Up Approach to identify early-stage growth opportunities and special situations like restructuring, M&A, or management changes.

✅ PMS – Large Midcap Strategy

• Based on the 4P Framework:

1. Promoter: Proven leadership with transparent governance
2. Product: Scalable opportunity with industry tailwinds
3. Profitability: Strong margins, cash flows, and ROE
4. Price: Fair valuations, avoiding hype-driven overvaluation

• Combines top-down and bottom-up analysis, with a BUY and HOLD conviction.