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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.

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