Expert-managed portfolios tailored to your financial goals.
Long term capital appreciation, investment in Equity, equity related securities and Fixed income, Preservation of capital, Medium to high risk
Manu Rishi Guptha is an MBA graduate from Warwick Business School, UK, with over 25 years of senior management experienc... Manu Rishi Guptha is an MBA graduate from Warwick Business School, UK, with over 25 years of senior management experience across hospitality and fund management. He has held top leadership roles in pioneering hotel projects and built a successful track record in asset, financial and operational management, market development, stakeholder relations, and customer and talent retention. Recipient of a Warwick Business School scholarship and the Outstanding MBA Student Award, he is recognized for his organizational, planning, and innovative system development skills. Beyond his corporate career, he is a keen writer, runs a popular blog, and contributes regularly to The Huffington Post. His expertise spans general management, mergers & acquisitions, asset valuation, project management, and hospitality industry specialization Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -4.13% | -0.51% | -3.62% |
| 3 Months | 1.11% | -3.8% | 4.91% |
| 6 Months | 7.11% | 3.36% | 3.75% |
| 1 Year | 17.33% | 15.07% | 2.26% |
| 2 Year | 14.03% | 8.29% | 5.74% |
| 3 Year | 23.2% | 14.64% | 8.56% |
| 5 Year | 15.32% | 12.95% | 2.37% |
| Since Inception | 13.22% | 13.94% | -0.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.13% | -4.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 5.17% | -3.62% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.23% | -6.11% | 3.99% | 0.89% | 4.84% | 3.51% | -2.37% | -1.45% | 0.44% | 3.46% | 1.95% | 3.27% |
| 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 | -1.78% | -0.32% | -2.32% | -2.59% | 2.92% | 0.14% | 0.4% | -0.24% | -0.33% | -1.16% | 0.03% | 3.55% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.46% | -0.26% | 7.08% | 4.34% | 2.03% | 2.11% | -0.15% | -0.01% | 0.93% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 4.22% | -0.29% | 0.31% | 0.34% | 0.67% | -0.17% | 5.97% | 0.25% | 2.95% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16 | 15.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 14.4 | 14.2 | 15.3 | 14.2 | 13.9 | 14.4 | 14.1 | 14.4 | 14.5 | 15 | 15.3 | 15.7 |
| 2024 | -- | -- | -- | 10.8 | 11 | 11.9 | 12.4 | 12.6 | 12.8 | 13.3 | 13.3 | 13.8 |
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