STRATEGIES
A curated bouquet of investment strategies.
EQUITY STRATEGIES
EQUITY · LONG-TERM VALUE
Aristos Equity Portfolio
Invests in robust Indian companies with sustainable cash flows, prudent management, and strong fundamentals — emphasising value, patience, and the preservation of capital through cycles.
EQUITY · QUANT / SYSTEMATIC
Cautilya Time Cycles Quant Portfolio
A rules-driven strategy combining over a century of market timing research with modern quantitative filters. Capturing high-probability momentum phases across major Indian indices with automated risk control.
EQUITY · QUALITY GROWTH
Eterna Wealth Core Portfolio
A bottom-up equity strategy focused on quality Indian businesses with durable advantages and disciplined valuation — built for patient, intergenerational wealth compounding across decades.
EQUITY · SPECIAL SITUATIONS
GS Mystic Wealth Value Portfolio
A concentrated 15–20 stock portfolio exploiting spin-offs, open offers, restructurings, and management shifts — grounded in Growth-at-Reasonable-Price discipline to unlock asymmetric, catalyst-driven returns.
EQUITY · QUANT MOMENTUM
GS Mystic Wealth Momentum Portfolio
Allocates 80% to the strongest 20 stocks in the Indian market using a proprietary ranking engine, with 20% in defensive dry-powder assets — ensuring participation in uptrends and controlled drawdowns in stress.
EQUITY · MULTI-ASSET
Compass TrueNorth Portfolio
Disciplined, valuation-driven portfolios combining equity, debt, and gold to balance growth and downside protection — with strategic allocations and tactical flexibility for long-term wealth progress.
EQUITY · QUANT
GS 57Forward Diversified Momentum Portfolio
A rules-based momentum strategy blending equities and ETFs across sectors, market caps, and asset classes — using 5-layer diversification and systematic rebalancing to target risk-adjusted returns across market cycles.
HYBRID STRATEGIES
HYBRID · MULTI-ASSET
Equicalm MFSIF Discretionary Portfolio
A risk-aware portfolio investing in direct plans of Mutual Funds and Specialised Investment Funds, with tactical allocations to REITs and InvITs — structured to navigate downturns while pursuing long-term capital appreciation.
