Advisory Portfolio

AIF

AIFs

AIFs combine the operational ease of Mutual Funds with Flexibility of PMS making it a perfect blend geared for optimum performance for a stipulated investment objective

Category II AIF

Category III AIF

Large Cap PMS

Large Cap PMS primarily invests in Top 100 listed companies. They have moderate Risk and moderate return potential. This is meant for investors seeking less volatile return and looking for invest for 3-5 years as a time horizon

Mid & Small Cap PMS

Mid and Small Cap PMS invests in smaller companies which have higher risks but also very high return potential as well. This is ideal for investors seeking highest possible returns with a time horizon of 7+ years

Multi Cap PMS

Multi Cap PMS are market cap agnostic. They have higher risk and higher return potential as well. This is ideal for investors seeking for higher returns with a time horizon of 5-7 years.

Others

PMS

Portfolio

Structured Products

These products are designed for investors looking for higher returns but at the same time do not want to lose fixed returns upon maturity.

ABANS Smart Beta Portfolio

ABANS Smart Beta Portfolio

Mid & Small Cap PMS, PMS

Prosperity Discovery Fund

Prosperity Discovery Fund

Mid & Small Cap PMS, PMS

Centrum Good to Great

Centrum Good to Great

Mid & Small Cap PMS, PMS

Centrum Flexicap

Centrum Flexicap

Multi Cap PMS, PMS

Centrum Microcap

Centrum Microcap

Mid & Small Cap PMS, PMS

Centrum Deep Value

Centrum Deep Value

Mid & Small Cap PMS, PMS

White Oak India Top 200 PMS

White Oak India Top 200 PMS

Multi Cap PMS, PMS, Portfolio

SageOne Small And Micro Cap Portfolio

SageOne Small And Micro Cap Portfolio

Mid & Small Cap PMS, PMS, Portfolio

SageOne Capital Core Portfolio PMS

SageOne Capital Core Portfolio PMS

Mid & Small Cap PMS, PMS, Portfolio

SageOne Diversified Portfolio

SageOne Diversified Portfolio

Mid & Small Cap PMS, PMS, Portfolio

Sowilo Multicap Fund

Sowilo Multicap Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

Sowilo Target Return Aggressive Fund

Sowilo Target Return Aggressive Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

PGIM India  Phoenix PMS

PGIM India Phoenix PMS

Mid & Small Cap PMS, PMS

Valentis Rising Star Opportunity PMS

Valentis Rising Star Opportunity PMS

Mid & Small Cap PMS, PMS, Portfolio

Do Not Simply Invest, Make Informed Decisions

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