Stress-Free Investing
We help our clients compound wealth over a long investment horizon by adopting a disciplined and easy-to-follow investment approach.
We are a SEBI Registered Investment Advisor (RIA).
“A genius who loses control of their emotions can be a financial disaster. The opposite is also true. Ordinary folks with no financial education can be wealthy if they have a handful of behavioral skills that have nothing to do with formal measures of intelligence.”
Morgan Housel
Setup Takes A Few Minutes
2. Based on the Risk Profile, an appropriate strategy will be suggested.
4. Complete the billing process
5. Fund your account and we are done
And every month it is a few clicks.
- 1. You will receive an email notifying you to rebalance your portfolio
- 2. Click on the link
- 3. Login to your account
- 4. Confirm the trades
Why us?
Build wealth
Our strategies are designed to help you grow your wealth consistently over a long period.
Your Best Interest
Our approach is customized to suit your requirements and risk appetite.
Sleep-Well
Even in a severe correction, your portfolio will perform within your comfort zone.
Easy Process
We strive to make the process of investing as uncomplicated and seamless as possible.
Rigorously Tested
Before deployment, strategies go through multiple months of testing in simulation and live trading modes.
Blended Portfolios
Multi-asset and strategy portfolios to balance overall performance by diversifying sources of returns and risks.
Low Fees
Rs 5000 (inclusive of taxes) for six months for all our strategies and irrespective of the portfolio size.
Easy to Contact
You can contact us directly via Chat, Whatsapp, or Email and we'll be there to assist you.
Current Performance
| Lookback Period | 20 | 50 | 100 | 200 | 500 | 1000 | Inception |
|---|---|---|---|---|---|---|---|
 Shark | +3.48% | +8.94% | +32.63% | +79.04% | +85.98% | +85.98% | +85.98% |
 Dolphin | +3.24% | +8.08% | +28.77% | +66.8% | +74.12% | +74.12% | +74.12% |
 Whale | +0.45% | +6.07% | +23.17% | +51.28% | +56.91% | +56.91% | +56.91% |