Three model portfolios. One disciplined, macro-based approach.

Primary Objective

Maximize capital appreciation over a 3–5 year horizon by concentrating in high-conviction, high-beta equity ideas across mid-cap, small-cap, and thematic sectors.

Investment Process

• Top-down macro scan to identify sectors entering earnings-upgrade cycles.
• Bottom-up stock selection using forensic financial analysis, management quality checks, and valuation re-rating catalysts.
• Position sizing via Kelly-inspired framework capped at 8–10 % per idea; portfolio typically holds 12–18 names.
• Derivatives overlays (protective puts, covered calls) deployed tactically during earnings or macro events.
• Monthly rebalancing with real-time alerts when a position breaches pre-set stop or target bands.

Risk Profile

Expect drawdowns of 15–25 % in adverse quarters. Suitable for investors with a high tolerance for volatility, a minimum 3-year commitment, and discretionary capital that does not fund near-term obligations.

Primary Objective

Deliver steady, inflation-beating returns with controlled drawdowns by blending large-cap equities, select mid-caps, and a tactical cash or hedge buffer.

Investment Process

• Sector-rotation model informed by PMI, credit-growth, and FII/DII flow data.
• Core holdings in index-weight leaders complemented by 3–5 satellite mid-cap ideas per quarter.
• Cash buffer maintained between 10–20 % and dynamically adjusted using a proprietary volatility signal.
• Hedging via Nifty put spreads when the VIX regime shifts above the 90-day moving average.
• Quarterly rebalancing with interim trims if any position exceeds 12 % of portfolio value.

Risk Profile

Targets single-digit drawdowns in most market phases. Designed for investors seeking equity participation with meaningful downside guardrails and a 2-year minimum horizon.

Primary Objective

Preserve capital and generate yield through a disciplined allocation to blue-chip equities, debt instruments, and cash equivalents, with equity exposure capped at 40 %.

Investment Process

• Universe limited to Nifty 50 and Nifty Next 50 constituents with consistent ROE > 15 % and low leverage.
• Fixed-income sleeve uses a ladder of short-duration government securities and AAA-rated PSU bonds.
• Equity allocation flexes between 25–40 % based on a composite valuation score (trailing P/E, market-cap-to-GDP, earnings-yield gap).
• No derivatives; risk is managed entirely through allocation shifts and security selection.
• Semi-annual rebalancing with a strict "sell if thesis breaks" policy.

Risk Profile

Maximum expected drawdown of 8–10 %. Suited for capital-preservation-oriented investors, retirees, or those parking proceeds while awaiting deployment into higher-risk strategies.