Expert-managed portfolios tailored to your financial goals.
An index fund strategy with fine-tuning—maintaining rule-based index weights while using stock HeatMap analysis to rebalance, reduce impact, and optimize capital for alpha generation.
Co-founder specializing in ETF, index fund, and direct mutual fund PMS, focused on cost-efficient wealth growth. Recogni... Co-founder specializing in ETF, index fund, and direct mutual fund PMS, focused on cost-efficient wealth growth. Recognized with a Special Jury Nomination at the CNBC TV18 Financial Advisor Awards 2010. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.11% | -0.51% | 0.62% |
| 3 Months | -2.55% | -3.8% | 1.25% |
| 6 Months | 3.12% | 3.36% | -0.24% |
| 1 Year | 15.04% | 15.07% | -0.03% |
| 2 Year | 7.29% | 8.29% | -1% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.43% | 8.3% | -0.87% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.67% | 0.11% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.37% | 0.62% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.11% | -6.2% | 7.05% | 2.82% | 2.45% | 3.02% | -2.83% | -1.17% | 0.54% | 3.68% | 1.51% | 0.02% |
| 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 | -0.66% | -0.41% | 0.74% | -0.66% | 0.53% | -0.35% | -0.06% | 0.04% | -0.23% | -0.94% | -0.41% | 0.3% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0.38% | 6.16% | 4.43% | 1.21% | 2.34% | -7.12% | -0.13% | -2.84% |
| Benchmark | -- | -- | -- | -- | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | 0.35% | -0.61% | 0.43% | -0.15% | 0.06% | -1% | 0.13% | -0.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 15.4 | 15.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 13.2 | 12.1 | 13.5 | 15.2 | 15.9 | 16.4 | 16 | 15.8 | 16.1 | 16.1 | 16.2 | 16.1 |
| 2024 | -- | -- | -- | -- | 7.6 | 9.1 | 9.5 | 10.3 | 10.6 | 10.8 | 11.3 | 11.8 |
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
