As the name suggest, this are strategies which are customized and are managed for investors looking for more customized solutions and a little bigger risk appetite. We have been able to carve out few niche products for our investors which have given then above normal returns with a personalized service.
Strategies For Portfolio Solutions
Premium Income Generator
(P.I.G)
To generate additional Income on existing investments like Equities, Mutual Funds and other acceptable securities.
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Portfolio Management Services
(P.M.S)
We understand the DNA of the funds, panache of the manager, absolute returns over various time frames
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Structured Products
Besides the traditional and well-known investment products, our clients consistently look for unconventional and rewarding investment opportunities.
Read More >Premium Income Generator (P.I.G)
This is an advisory product and our biggest flagship product. We manage highest AUM under this product which was created out of the necessity to generate additional income on long term investment portfolio of the clients. We do not encourage our clients to trade on their long-term investment positions, but still want to take the advantage of the volatility in the market.
We advise our clients on option strategies designed with a very low level of risk and a higher probability of profits based on a technical and scientific calculations.
The idea is to generate additional Income on existing investments like Equities, Mutual Funds, Bonds and other acceptable securities that can be offered as collateral to the stock exchanges as margins for the option strategies. The idea is to create an Additional Income on an existing wealth creating investments and hence the strategies are designed to be low risk and more profitable. To know more in-depth about the strategy generation, click on the link below.
Fundwise Options
Product Performance
Portfolio Management Services (P.M.S)
We believe that there are lot of funds which are being managed by various fund managers having different skills and proficiency to manage funds and generate returns/create wealth from equity markets in very different way. We understand the DNA of the funds, panache of the manager, absolute returns over various time frames and their thoughts on the macros as well as micros and match it with our client’s investment psychic. Once we understand the broad criteria’s and filter the funds on a very stringent predefined parameters we recommend the same to our clients.
The few funds that we work with are
Ambit recognizes that volatility in the financial markets is an inescapable reality. They therefore believe that sustainable wealth creation needs deep research-led, investment decision making. Staying focused on the investment thesis without being distracted by market noise, requires a commitment to staying invested for the long-term. However, investors have two key concerns – preservation of wealth and putting their money to work, to create additional wealth.
- Ambit Coffee Can ( Large Cap Diversified Portfolio)
- Ambit Good & Clean Midcap (Mid- Cap Portfolio)
- Ambit Emerging Giants (Small Cap Portfolio)
- Ambit TenX (Multicap Portfolio)
The purpose of Marcellus is to make Wealth creation simple and accessible. They do this by being trustworthy and transparent capital allocators. Their philosophy has evolved from the ideas of Kirby and Thiel, which they have refined further. Their approach has 3 pillars i.e Clean Accounts, Capital Allocation, Competitive Advantage. They hold companies for long periods of time with little or no churn, which allows us to capture the magic of long-term compounding and deliver superior returns.
- Marcellus Consistent Compounders
- Marcellus Little Champs
- Marcellus Kings of Capital
- Marcellus Rising giants portfolio
Abakkus is alpha focused asset management firm set-up by Mr. Sunil Singhania, managing ~INR 6000 crores in long only equity strategies. Managing 2 strategies at Abakkus on Category III AIF and PMS platform.
Abakkus All Cap Strategy Abakkus Emerging Opportunities Strategy.
The investment objective of the Abakkus All Cap Approach would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio.
White Oak is Founded by Prashant Khemka in June2017. The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Bottom up stock selection based Philosophy. Buy great businesses at attractive values. Invest in business, don’t bet on macro. Follows a Balanced Portfolio Construction which aim to avoid top down bets on macro factors and to ensure performance a function of stock selection.
White Oak India Pioneers Equity Portfolio
This PMS is managed by Neil Behel and he is a master of picking up stocks right before a special situation or a demerger where the stock is rerated. He has a very company specific approach by identifying the verticals which have been a drag on company’s profitability and buying the stock when the company announces a demerger. This is very unique PMS focused only on special situation and tech companies with bias to innovation and profitability. The PMS has been following a conservative approach and has been keeping cash as well for the uncertainties. They take less risk by avoiding cyclical, commodities and PSUs. They stick to Technology, IT, Demergers and Promoter change.
1. Negen Capital Special Situations and Technology Fund
Structured Products
Besides the traditional and well-known investment products, our clients consistently look for unconventional and rewarding investment opportunities. We are on the top to look out for such high return capital protected opportunities and are able to offer it to our clients before the offer ends or is fully subscribed. We do a very thorough due diligence of the opportunity so that we can offer our clients the complete risk-reward analysis. This helps them to take an informed decision to ascertain if the opportunity fits into their investment thesis. Few such investment opportunities where our clients have invested are:-
NORTHERN ARC
India’s largest DEBT AIF with most rewarding IRR and a very low risk of capital. The funds managed by Northern ARC has top renowned and marque investors.
One of India’s most experienced private debt managers established in 2014; a natural result of the Northern Arc Group’s strategy to widen investor participation in the financial inclusion space in India. Investment Manager to 9 high-performing funds with aggregate commitments of over INR 2,000 crore from a diverse set of investor classes. Focused on key sectors of financial inclusion: Microfinance, Small Business Loans, Affordable Housing Finance, Vehicle Finance, Agri-business Finance. Superior access to investment opportunities via the Northern Arc universe of 200+ originators. End-to-end experience across the funds’ life cycle (fund-raising, investing and complete exit) with demonstrated track record of outperforming target returns across past funds. Significant skin-in-the-game: greater alignment of interests with investors by providing first loss support across all funds
1. Northern Arc India Impact Fund ( IRR TGT of 12-14 %)
2. Northern Arc Income Builder Fund Series II ( IRR TGT of 10-12 %)
3. Northern Arc Money Market Alpha Fund ( IRR TGT of 8-10 %)
