Expert-managed portfolios tailored to your financial goals.
We follow a cycle-based, risk-managed strategy using momentum and behavioral analytics to build a diversified, high-conviction portfolio with timely entry and exit decisions.
Founder and specialist in Behavioural Portfolio Management for HNI investors, combining data-driven investing with human... Founder and specialist in Behavioural Portfolio Management for HNI investors, combining data-driven investing with human insight. Passionate trekker and music enthusiast. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.45% | -0.51% | 0.96% |
| 3 Months | 7.18% | -3.8% | 10.98% |
| 6 Months | 17.41% | 3.36% | 14.05% |
| 1 Year | 33.51% | 15.07% | 18.44% |
| 2 Year | 16.14% | 8.29% | 7.85% |
| 3 Year | 19.47% | 14.64% | 4.83% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 17.6% | 12.98% | 4.62% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.37% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 6.41% | 0.96% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.92% | -6.5% | 6.79% | 1.51% | 3.74% | 3.68% | -1.96% | -0.52% | 4.21% | 4.17% | 0.9% | 3.22% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -2.47% | -0.71% | 0.48% | -1.97% | 1.82% | 0.31% | 0.81% | 0.69% | 3.44% | -0.45% | -1.02% | 3.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 3.76% | 4.48% | 3.3% | 0.68% | 2.75% | -4.83% | -0.03% | -1.8% |
| Benchmark | -- | -- | -- | -- | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | 3.73% | -2.29% | -0.7% | -0.68% | 0.47% | 1.29% | 0.23% | 0.22% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 43.1 | 48.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 23.7 | 24.2 | 25.7 | 26 | 25.9 | 27.9 | 26.7 | 26.4 | 30.2 | 32.1 | 35.3 | 37.8 |
| 2024 | -- | -- | -- | -- | 22.9 | 24.1 | 23.6 | 24.5 | 25.1 | 23.9 | 24.2 | 24.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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Claude
Perplexity
