Plan offers portfolio of 10-15 short term stocks to buy every quarter, based on well researched multi- factor models. These models exploit known anomalies to the efficient market theory.
Removes behavioral biases by taking a disciplined, rule-based quantitative approach to investing.
Strategies tested exclusively for the Indian markets against large volume of data, (at least 10-15 years of past data depending on the strategy), thereby increasing predictability
Minimal and explicit fees, therefore you not only save on costs, but you also know what you are paying
We don’t touch your money, so you can execute the trades yourself from the convenience of your home or office.
For the 12 months ending 31st March 2021, Short Term portfolio gained by 167% compared to 71% for Nifty 50 & 76% for Nifty 500 Index.
*Past performance is no guarantee of future returns. 3 year data includes back-tested results.
Performance data for last 4 quarters are available at the following link:
Past 10 year performance (backtested)
Free Basic Financial Plan
Subscribers will be eligible to receive Free basic Financial Plan along with the subscription. This will cover:
- Asset Allocation Plan, based on Risk Profiling
- Retirement Plan
- Life Insurance Plan