Portfolio Solutions

Making your statement

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We create tailor-made solutions based on your investment aspirations, risk appetite, investment personality, and current circumstances.
Indian Olympians

INDIAN OLYMPIANS

A predominantly large cap portfolio of 10-12 stocks, offering long-term capital growth by investing in companies with sustainable performance, driven by dominant leadership positions in their respective segments.

INDIAN TITANS

An actively managed flexi cap portfolio of 18-25 stocks, investing in companies with superior growth potential and sound business fundamentals.
Indian Titans
Smart Solutions

SMART SOLUTIONS

A concentrated portfolio of good quality stocks that aims to generate absolute returns while investing on technical factors such as momentum and liquidity indicators within the defined risk bands.

TAILORED MANDATES

Our tailored portfolio management service offers flexibility in managing your portfolio whilst benefiting from the discipline of a traditional portfolio management approach. From creating a bespoke asset-allocation and security selection model to augmenting our research by collaborating with the best minds and designing a risk framework to suit your investment objectives – we can do it all for you. We also conduct strategy and portfolio reviews at a frequency of your choice.
Tailored Mandates
Advisory Services

ADVISORY SERVICES

By employing a broad selection of tools and instruments, our advisory team offers a flexible investment service to help clients manage their wealth based on what they would like their investments to achieve.

With a thorough understanding of our clients and their investment goals, our investment advisors help design portfolios suited to our clients’ unique requirements that can adapt to evolving circumstances and needs. Our investment advisors aid effective decision-making through a consistent flow of investment ideas and by engaging the full repertoire of our proven tools and strategies.

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