Quantitative Evaluation · Disciplined Execution
Stuck With Past Winners?
Most advisors recommend funds based on past returns and never rebalance. Our quantitative framework evaluates hundreds of factors to select funds for you & rebalance as needed, throughout your investment journey.
Evaluating products across
Why We're Different
A Quantitative Approach to Fund Evaluation.
Where most distributors rely on trailing returns, we apply a systematic, data-driven framework across every product we evaluate.
Multi-Factor Fund Scoring
Most distributors pick funds by trailing 1Y/3Y returns from a rating website. That's one dimension.
We score every fund across 5 quantitative dimensions — returns, risk-adjusted performance, momentum, low volatility, and quality — weighted and ranked within each category.
Dynamic Market Regime Awareness
A static 60/40 equity-debt split doesn't adapt to changing markets. Most portfolios are built once and forgotten.
Our framework monitors macro signals — volatility indices, broad market trends, currency movements — and adjusts the equity-debt stance based on live market conditions.
Adaptive Theme Selection
Fixed baskets hold the same sectors and themes regardless of whether they're trending or stalling.
We identify which market themes — sectors, asset classes, geographies — show the strongest trend signals. Only themes with positive momentum are considered for product evaluation.
Ongoing Monitoring & Sell Discipline
Most distributors help you buy. Very few track what happens after — manager exits, AUM bloat, or style drift.
We continuously monitor your selected products for fund manager changes, AUM movements, style drift, and expense ratio shifts — and proactively flag when conditions change.
Our evaluation framework extends across the full product universe.
Income & Debt
- Debt MFs & Bond ETFs
- Structured credit AIFs
- Fixed-income instruments
Public Markets
- India equities — ETFs, MFs, PMS strategies
- US & global equities — international funds, direct stocks
Private Markets
- Category II & III AIFs
- Pre-IPO equity
- Private equity & venture capital
Real Assets
- Gold — SGBs, ETFs, physical
- Real estate — REITs, access support
Our Fund Evaluation Framework
Three layers of analysis, applied to every product we evaluate.
Market Regime Assessment
We assess the current regime — risk-on vs risk-off conditions, interest rate environment, and currency dynamics — to determine which market conditions favour higher or lower equity exposure.
Systematic Theme Identification
Rather than maintaining a fixed basket, we identify which market themes — sectors, asset classes, geographies — are showing strong trend momentum. Only trending themes are considered for product evaluation.
Multi-Factor Product Scoring
Within each identified theme, every available product is scored across 5 quantitative dimensions: blended returns (multiple horizons), risk-adjusted performance (Sharpe + Sortino blend), price momentum, volatility profile, and quality indicators.
Every evaluation traces back to data. We provide you with the relevant product information so you can make an informed investment decision.
Illustrative Framework
Illustrative Multi-Asset Allocation
Illustrative only · Theme composition changes as market conditions evolve · Not personalised product information
Senior secured debt AIF, bonds
Large-cap & flexi-cap MF, one PMS strategy
Direct US stocks, international funds
Pre-IPO, PE fund, VC co-investment
SGBs, Gold ETF
Held for emerging opportunities
For illustration only. Your specific allocation depends on your risk profile, investment horizon, and financial goals. Product choices and allocations should be independently evaluated.
Beyond Investing
The decisions that come as wealth grows.
Investing is only one part of the picture. As wealth grows, so do the decisions around it — often fragmented across advisors, banks, and providers with no one connecting the dots.
We provide access to expert network partners for:
Borrowing & Leverage
- Loan options — LAP, margin, structured
- Information on leverage-linked products
- Cost of capital comparisons
Tax Structuring
- Holding structure options
- Trust and family structure information
- Capital gains considerations
Banking & Cash Management
- Banking setup options across providers
- Credit and liquidity product categories
- Idle capital product options
Estate & Inheritance Planning
- Succession structures
- Wills and trusts
- Inter-generational transfer
Cross-Border & Real Assets
- Global investments — US and other markets
- Real estate holding structures
- Multi-jurisdiction considerations
One point of coordination for the decisions that surround investing.
Discuss opportunities, review product information, and coordinate execution support from one place, with specialist support where needed.
*Services such as tax structuring, estate planning, and legal trusts are provided exclusively through our network of empaneled, independent tax and legal professionals.
Built for Global Indians
NRI Investment Access — Reduce Paperwork Headaches.
Managing investments across borders is operationally complex. We understand the specific regulatory and onboarding challenges NRIs face — and handle them end to end.
Seamless Cross-Border Onboarding
Digital-first onboarding with no physical paperwork required, wherever you are based.
FEMA & NRO/NRE Compliance
Full coordination on FEMA requirements, NRO/NRE account structuring, and ongoing regulatory compliance.
Repatriation Support
Assistance with repatriating investment proceeds from India in line with RBI regulations.
India–Singapore & India–UAE Expertise
Deep familiarity with the specific considerations for NRIs based in Singapore, UAE, the US, and the UK.
How We Work Together
From understanding your goals to ongoing support.
Understand Your Profile
We start by understanding your risk appetite, investment horizon, and financial goals to determine suitable product categories.
Evaluate & Present Options
Based on your profile, we evaluate available products across mutual funds, PMS, AIFs, and alternatives using our quantitative framework — and share relevant options.
You Decide, We Execute
Final investment decisions are always yours. We handle KYC, FATCA, custodian paperwork, and seamless execution across platforms.
Ongoing Support & Monitoring
We provide consolidated reporting, proactive monitoring of your selected products, and timely alerts when market conditions or fund characteristics change.
Ready to see how a quantitative approach can work for you?
Book a call. We'll understand your goals and explain how our evaluation framework applies to your situation.
Common Questions
Straight answers so you can decide quickly.
How is your fund evaluation different from what I see on Groww or Value Research?
Most platforms rank funds primarily by trailing returns. We evaluate funds across 5 quantitative dimensions — blended returns across multiple time horizons, risk-adjusted performance (Sharpe + Sortino), price momentum, volatility profile, and quality indicators. We also factor in macro market conditions and theme momentum before evaluating individual products.
How is your compensation structured?
We receive commissions from Asset Management Companies for facilitating investments through Regular Plans. This is fully transparent — we disclose all commission arrangements before you proceed. We do not charge separate advisory or consulting fees.
What does the introductory discussion involve?
A 30-minute call to understand your risk appetite, investment horizon, and financial goals. We then share relevant product categories and explain how our evaluation framework applies to your situation.
Do you manage the money directly?
No. We do not manage client money or make discretionary investment decisions. We provide research, product information, suitability assessment, and execution support. Final investment decisions remain with you.
What happens if a fund in my portfolio underperforms?
Our monitoring system tracks fund manager changes, AUM movements, style drift, and expense ratio shifts. If we detect material changes in a fund's characteristics, we proactively flag it and discuss suitable alternatives based on our evaluation framework.
Can you help Indian investors access US and global markets?
Yes. Indian investors can access US and global markets through several regulated routes. We explain available routes and help investors evaluate global-market products as part of their broader investment mix.
What is Pre-IPO investing?
Buying equity in high-growth private companies before they list — at an earlier valuation. Higher risk than public markets, suited for a limited portion of a diversified portfolio. We apply the same rigorous evaluation principles to private market opportunities.
Is my information confidential?
Yes. All conversations are NDA-protected. We never share your information without explicit consent.