Private Wealth Solutions Engineered for Alpha
Institutional-grade advisory programs designed to meet the rigorous standards of long-term investors, active derivatives market participants, and high net-worth families.
Equity Wealth Portfolio
Designed for investors who wish to compound capital over multi-year horizons by owning India's best-managed companies. We identify companies with widening economic moats, industry leadership, high return on capital (ROCE), and secular growth tailwinds.
What You Receive:
- Forensic Due Diligence: Deep balance sheet, P&L, and cash flow analysis.
- Asset Allocation: Balanced exposure across Large-cap stability, Mid-cap acceleration, and Small-cap alpha.
- Quarterly Reviews: Post-earnings season rebalancing and management commentary updates.
- Tax Optimization: Guidance on Long-Term Capital Gains (LTCG) and harvesting strategies.
Derivatives & F&O Technical Desk
For active market participants seeking systematic alpha in Nifty, BankNifty, and high-beta single stock futures & options. Our desk focuses on structured spreads, volatility arbitrage, and strict stop-loss discipline.
Tactical Desk Features:
- Option Spreads: Bull Call, Bear Put, and Hedged Credit Spreads to limit black-swan risk.
- Live Instant Alerts: Telegram & SMS delivery of trade levels, target points, and stops.
- OI & Greeks Tracking: In-depth Open Interest, PCR, and implied volatility matrix analysis.
- Trade Journal & Review: Weekly transparency audits and trade reconciliation.
HNI Family Office Advisory
Our premier offering for high net-worth individuals and business promoter families. We act as your external Chief Investment Office (CIO), coordinating asset allocation across direct equities, fixed income securities, structured debt, and physical gold hedges.
Family Office Capabilities:
- Senior Partner Dedicated Oversight: Direct monthly advisory meetings with our leadership team.
- Multi-Asset Risk Parity: Balancing equity volatility with sovereign gold bonds and debt instruments.
- Succession & Capital Continuity: Guidance on structuring private trusts and family wealth transfer.
Comprehensive Portfolio Risk Audit
Already have an existing stock portfolio? Let our senior research analysts evaluate your holdings for duplicate sector exposures, financially weak balance sheets, low promoter integrity, and excessive drawdowns.