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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

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.

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

Jarvis 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

Mystic Wealth Value Portfolio

The 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 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.

Equity

57Forward Diversified Momentum Portfolio

To achieve long-term capital appreciation through a systematic, data-driven and rules-based momentum approach. The strategy uses portfolio optimization, systematic asset allocation, diversification, hedging and disciplined rebalancing to target competitive risk-adjusted returns while managing risk and drawdowns across different market cycles.

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

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

Mystic Wealth Momentum Portfolio

The Mystic Wealth Momentum 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

AMS Resilint 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

Magnus 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).

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

AUTUS Growth Portfolio

The AUTUS Growth Portfolio objective is to generate capital appreciation in the long term by investing in listed equities in the Large-cap, Mid-cap and Smallcap space and any other instrument permitted by extant regulations from time to time.

Equity

E&R India Quality 40 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

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.

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

Just Invest 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.

DEBT STRATEGIES

Debt

GoldStandard Wealth For 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.

HYBRID STRATEGIES

Hybrid

Equicalm MFSIF Non-Discretionary Portfolio

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

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.

MULTI ASSETS STRATEGIES

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.

Multi Asset

QID India Portfolio

The QID India Portfolio’s objective is to generate capital appreciation in the long term by investing in units of mutual funds and all types of ETFs and any other instrument permitted by extant regulations from time to time.

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