Inception Date: 3 July 2026

Number of Stocks: Not applicable — invests through a curated selection of mutual fund schemes rather than direct equities.

Portfolio Manager’s Name: Abhishek Banerjee, Prachi Ajay Deuskar, Ajai Achuthan

Portfolio Manager’s Qualification:

1. Abhishek Banerjee - MBA Finance, BE Comp. Sc., Chartered Alternative Investment Analyst, NISM-Certified (Series-XXI-B: Portfolio Managers Certification Examination).

2. Prachi Ajay Deuskar - MBA IIM-B, CA 1st Rank, PhD NYU Stern.

3. Ajai Achuthan - Chartered Accountant, LLB, CPA.

Portfolio Manager's Experience:

1. Abhishek Banerjee - Abhishek has over 25 years of experience in fund management. He is a Computer Science Engineer, MBA in Finance from Duke University and a Chartered Alternative Investment Analyst. He was a former fund manager managing 8B USD in a 200B sovereign fund. He started his career at NN Partners (acquired by Goldman Sachs) and worked for Franklin Templeton and Sovereign Fund.

2. Prachi Ajay Deuskar - Prachi has over 20 years of research experience in finance. She is a former finance at the Indian school of Business, India. She is a Chartered Accountant ranked 1st in India, a gold-medalist MBA from IIM Bangalore and has a PhD from NYUStern. Her research on market frictions, investor behaviour, and trading strategies has been published in the top global academic journals.

3. Ajai Achuthan - Ajai has over 20 years of diverse experience in investment banking, regulatory practice and financial management. He is a Chartered Accountant, LLB and CPA. He has helped structure fund raising and advised on takeover bids for Indian corporates. He was one of the youngest partners at Bharucha & Partners where he set up their securities law practice. He has advised on fund setups and implemented transparent structures to protect investor interests. As a CFO, he managed multimillion- dollar budgets, streamlined processes, and developed business operations for improved efficiency