Distinct approaches. One systematic discipline.
Offerings
Our portfolio management framework encompasses both discretionary and non-discretionary services for high-net-worth individuals and institutions, designed around differing investment objectives, risk profiles and investment horizons.
Across our range of investment approaches, we combine evidence-driven research with systematic decision-making, disciplined portfolio construction, defined risk parameters and experienced human oversight.
Unicorn Flexi cap Quant Portfolio Approach
A Rules-Based Quantitative Equity Approach Across Market Capitalisations
| Investment Objective: To achieve higher risk-adjusted returns over the medium to long term by investing primarily in listed equities selected through an in-house quantitative strategy. |
| How We Invest: : Our rules-based model evaluates companies using earnings momentum, price momentum and other quantitative and fundamental factors. The process is designed to enable systematic, repeatable and evidence-led investment decisions. |
| Investment Universe: The portfolio primarily invests across large-cap, mid-cap and small-cap equities. It may also invest in mutual funds, ETFs, liquid funds, money market instruments and other permissible securities in accordance with applicable regulations. |
Investment horizon
3 - 5 years
Benchmark
Nifty 50 TRI
Investment across
Market Capitalization
Unicorn ETF Alpha Portfolio Approach
A Systematic Approach to ETF Allocation
| Investment Objective: To seek medium- to long-term capital appreciation by investing primarily through exchange-traded funds in India. |
| Strategy: Systematic ETF Allocation — Trend, Momentum & Relative Strength |
| Investment Universe: A focused portfolio of equity ETFs listed in India, providing exposure across sectors and market-cap segments. ETFs are evaluated using quantitative and technical signals, including momentum, relative strength and market trends, within a disciplined portfolio construction and risk-management framework. |
Investment horizon
3 - 5 years
Benchmark
Nifty 50 Index
Investment across
Market Capitalization
Unicorn Mid-Small Cap Alpha Portfolio Approach
A Quantitative, Factor-Based Approach to Small- and Mid-Cap Investing
| Investment Objective: To seek long-term capital appreciation by investing in high-quality small- and mid-cap companies selected through a systematic, quantitative factor-based process. |
| Investment Approach: Systematic Equity — Multi-Factor Small & Mid Cap |
| Investment Universe: A focused portfolio of approximately 10–35 listed small- and mid-cap companies. Securities are evaluated using factors including momentum, value, low volatility, quality, liquidity and share-buyback activity. The portfolio may also invest in liquid funds, money market funds, mutual funds, ETFs and other permissible securities in accordance with applicable regulations. |