Successful investing is about managing risk, not avoiding it.
– Benjamin Graham
– Benjamin Graham
Offerings
We offer discretionary portfolio management services to our clients, who are high-net-worth individuals and institutions, seeking professional investment management.
Our offerings include niche approaches that suit varied client profiles and objectives. These include:
Unicorn Star Portfolio Approach
A unique blended approach for generating sustainable alpha
| Investment Objective: To generate sustainable returns over medium to long term by making investments which primarily comprise of equity securities. |
| Strategy: Equity |
| Types of Securities: Under this Portfolio, client’s capital would primarily be invested in equity shares and equity-linked instruments issued by companies that are listed in India & strategically may get invested in units of liquid funds or money market funds, units of mutual funds, ETFs or other permissible securities/products as per applicable regulations and part of funds might be retained as bank balance in bank account. |
Investment horizon
3 - 5 years
Benchmark
Nifty 50 Index
Investment across
Market Capitalization
Unicorn ETF Alpha Portfolio Approach
Actively managing the passives
| Investment Objective: To generate sustainable returns over medium to long term by making investments which primarily comprise of ETFs in India. |
| Strategy: Equity |
| Types of Securities: Under this Portfolio, client’s capital would primarily be invested in ETFs in India and strategically may get invested in units of liquid funds or money market funds, units of mutual funds, equity shares or other permissible securities/products as per the regulations and a part of funds might be retained as bank balance in bank account. |
Investment horizon
3 - 5 years
Benchmark
Nifty 50 Index
Investment across
Market Capitalization
Unicorn Focused 20 Portfolio Approach
Propelling your investments
| Investment Objective: To achieve higher risk-adjusted returns by focusing on long-term investing in a concentrated large-cap portfolio. |
| Strategy: Equity |
| Types of Securities: This Portfolio will primarily invest in equity shares and equity-linked instruments issued by companies that are listed in India & strategically may get invested in units of liquid funds or money market funds, units of mutual funds, ETFs or other permissible securities/products as per applicable regulations and part of funds might be retained as bank balance in bank account. |