Strategies that compound

Strategies that compound

Strategies that compound

Built on structured investment frameworks and continuous oversight.

Defined Mandates

Defined Mandates

Each strategy operates with a clearly articulated objective and structured portfolio framework.

Research Discipline

Research Discipline

Investment decisions are supported by structured analysis, experience, and continuous review.

Ongoing Risk Oversight

Ongoing Risk Oversight

Portfolio exposures are monitored through periodic rebalancing.

Strategies for the Ambitious

Strategies for the Ambitious

Strategies for the Ambitious

* Performance data updated as on

* Performance data updated as on

The expertise behind the strategies.

The expertise behind the strategies.

Portrait of Mandar Bagul, Fund Manager for Optimiser Portfolio and Select Direct Growth.

Mandar Bagul

Mandar Bagul

Mandar Bagul

CA (ICAI), CFA

CA (ICAI), CFA

Experience 24yr+

Experience 24yr+

Fund Manager — Optimiser Portfolio & Select Direct Growth.

Fund Manager — Optimiser Portfolio & Select Direct Growth.

Managing Optimiser Portfolio & Select Direct Growth.

I don't predict markets. I study them, respect their patterns, and prepare for the moments when fear creates the best opportunities. That preparation is the edge.

I don't predict markets. I study them, respect their patterns, and prepare for the moments when fear creates the best opportunities. That preparation is the edge.

Portrait of Mayur Parkeria, Fund Manager for Focused Leadership Portfolio.

Mayur Parkeria

Mayur Parkeria

Mayur Parkeria

CA (ICAI)

CA (ICAI)

Experience 20yr+

Experience 20yr+

Fund Manager — Focused Leadership Portfolio

Fund Manager — Focused Leadership Portfolio

Managing Focused Leadership Portfolio

Having experienced 5 cycles, my philosophy is centered around what not to do. Speculation is not merely based on time Horizon and position sizing, its also influenced by what process one follows before buying the stock. Finally at the heart of every investment decision, doing what is right by the client over long term is our key guiding principle.

Having experienced 5 cycles, my philosophy is centered around what not to do. Speculation is not merely based on time Horizon and position sizing, its also influenced by what process one follows before buying the stock. Finally at the heart of every investment decision, doing what is right by the client over long term is our key guiding principle.

₹₹₹

Performance fee above hurdle rate

Hurdle rate %

0%

₹₹₹

Performance fee above hurdle rate

Hurdle rate %

0%

Aligned with the mandate. Transparent by design.

Aligned with the mandate. Transparent by design.

Aligned with the mandate. Transparent by design.

We offer multiple fee models including,

We offer multiple fee models including,

1

Fixed management fee structures.

Fixed management fee structures.

2

Performance-linked fee structures with defined hurdle rates.

Performance-linked fee structures with defined hurdle rates.

3

Customised structures subject to mandate terms.

Customised structures subject to mandate terms.

900Cr

+

AUM of PMS Strategies

23 Years

+

As Wealth Managers