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Meeting Room Business
STRATEGIES

A curated bouquet of investment strategies.

EQUITY STRATEGIES
Equity

Compass TrueNorth Portfolio

The Compass TrueNorth Portfolio’s objective is to generate capital appreciation in the long term by investing in equity oriented mutual fund schemes and all types of ETFs.

Equity

GoldStandard-57 Forward Diversified Momentum Portfolio

The objective of GoldStandard-57Forward Diversified Momentum Portfolio is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard AI Portfolio

The GoldStandard AI Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard E&R India 50 Portfolio

The GoldStandard E&R India 50 Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard Mystic Wealth Value Portfolio

The GoldStandard Mystic Wealth Value Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

RetireWell Flexicap Dynamic Portfolio

The RetireWell Flexicap Dynamic Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard BJW Portfolio

The objective of GoldStandard BJW Portfolio is to generate capital appreciation in the long term by investing in Equity Stocks, Alternative Investment Funds (AIFs) Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs and INVITS.

Equity

Anekant Capital Equity Portfolio

The objective of Anekant Capital Equity Portfolio is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Hybrid

Equicalm MFSIF Discretionary Portfolio

The objective of Equicalm MFSIF Discretionary Portfolio is to generate capital appreciation in the long term by investing in Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs and INVITS.

Equity

Hxgon Partners Quality Opportunities Portfolio

The Hxgon Partners Quality Opportunities Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

Aristos Equity Portfolio

The Aristos Equity Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Debt

GoldStandard Wealth FoF Portfolio

The GoldStandard Wealth FoF Portfolio’s objective is to generate income from investments in debt and money market instruments and units of debt mutuals funds, liquid mutual funds and debt and liquid ETFs.

Equity

RetireWell Funds Portfolio

The objective of RetireWell Funds Portfolio is to generate capital appreciation in the long term by investing in Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs and INVITS.

Multi Asset

Revanta Portfolio

The objective of Revanta Portfolio is to generate capital appreciation in the long term by investing across eligible asset classes. Instruments include Alternative Investment Funds (AIFs), Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs, INVITS and any other instrument permitted by extant regulations from time to time.

Equity

GoldStandard AllCap Portfolio

The objective of GoldStandard AllCap Portfolio is to generate capital appreciation in the long term by investing in equity mutual fund schemes and other assets.

Equity

GoldStandard AMS Resilient Portfolio

The GoldStandard AMS Resilient Portfolio’s objective is to generate capital appreciation in the long term by investing in equity mutual fund schemes and other assets.

Equity

Cautilya Time Cycles Quant Portfolio

The Cautilya Time Cycles Quant Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard Mystic Wealth Momentum Portfolio

The GoldStandard Mystic Wealth Momentum Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

Eterna Wealth Core Portfolio

The Eterna Wealth Core Portfolio’s objective is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

Finterest Capital Alpha Core Portfolio

The objective of Finterest Capital Alpha Core Portfolio is to generate capital appreciation in the long term by investing in equity and equity related instruments.

Equity

GoldStandard Focused Alpha Portfolio

The objective of GoldStandard Focused Alpha Portfolio is to generate capital appreciation in the long term by investing in Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITS).

* Portfolio Management Services involve varying degrees of risk, depending upon the investment strategy, market conditions, and other factors.   

    Investments are subject to market risks, including the risk of loss of capital.

* Past performance of the Portfolio Manager, its associates, or its strategies does not guarantee or indicate future performance. The Portfolio Manager 

   does not assure or guarantee any returns.

* Investors should understand that the value of investments may go up or down and that they may not get back the amount originally invested. Investors 

    are advised to carefully read the Disclosure Document, client agreement, and all related  documentsbefore making an investment decision.

* The Portfolio Manager may engage distributors, referral partners, or intermediaries for client acquisition and may pay commission or referral fees in

    accordance with applicable laws and internal policies. Such payments, where applicable, shall be disclosed as required under applicable regulatory 

    requirements.

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