Portfolio Management
Professional, risk-aware capital management focused on steady, sustainable growth.
(objective, not guaranteed)
Policy
Why Choose Our Portfolio Management
Our disciplined, risk-first approach combines thorough research with precise execution. We focus on consistent performance rather than chasing market hype, ensuring your capital is managed with the utmost care and professionalism.
Targets are objectives; markets carry risk.
Our Process
Consultation & Risk Profiling
Understanding your goals, investment horizon, and risk constraints
Strategy Development
Creating optimal asset allocation, position sizing, and hedging strategies
Execution & Monitoring
Disciplined trade execution with continuous risk monitoring and controls
Reporting & Reviews
Monthly performance reports and quarterly portfolio reviews
Key Features
Risk Framework
Position Sizing
0.5–2% risk per trade, based on mandate
Max DD Policy
Soft stop at ≤5%; escalate to review at 7–8%
Stops & Hedging
Defined exits; index hedge when required
Correlation Control
Diversify by instrument/strategy regime
Cash as a Position
Raise cash in adverse regimes
Recovery Tip: Recovery % > drawdown %. A 20% drawdown needs 25% to recover.
Fees & Minimums
₹5,00,000
Minimum Investment
Costs/fees reduce returns; full details in agreement.
Reporting & Transparency
Monthly Reports
Comprehensive P/L, risk metrics, top positions, and cash level analysis
Client Portal Access
Secure online portal with real-time access and email PDF reports
Audit Trail
Complete trade logs available on request (redacted for privacy)
Sample Report Snapshot
Equity Curve
Drawdown
Exposure
Eligibility & Onboarding
Who It's For
Long-term, risk-aware investors with minimum horizon of 12–24 months
KYC & Agreement
PAN/Aadhaar, bank details, mandate letter required
Processing Time
1–3 business days after document verification
Frequently Asked Questions
Is 3% monthly guaranteed?⌄
No—this is a target/objective only. Markets carry inherent risk and returns can never be guaranteed. Our focus is on risk-adjusted performance over time.
Can I redeem anytime?⌄
Yes, we offer T+1 liquidity as per our policy. You can redeem your investment with one business day notice.
Do you use derivatives?⌄
Yes, we use derivatives for hedging and defined setups as per mandate to manage portfolio risk and enhance returns.
What risks should I know?⌄
Market risk, liquidity risk, and gap risk are inherent. We operate with a risk-first approach and strict risk management protocols.
How is performance reported?⌄
Monthly reports with transparent metrics including P/L, risk metrics, top positions, and cash levels. You also get access to our secure client portal.
What is the minimum investment?⌄
₹5,00,000 to ensure effective portfolio diversification and risk management.
How long is the recommended investment horizon?⌄
Minimum 12–24 months for optimal results (no lock-in periods).
What documents are required for onboarding?⌄
PAN card, Aadhaar card, bank details, and signed mandate letter. Processing typically takes 1–3 business days after verification.
Risk Disclosure
Trading and investing involve risk of loss. Targets are objectives, not guarantees. Past performance is not indicative of future results. We are not SEBI-registered investment advisors. Please invest responsibly and consider your risk tolerance.