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
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. |