What We offer

Name of the ProductDescriptionPerformance
Global Multi-Asset Fund [Stocks and ETFs]Global Multi-Asset Fund focuses on doing asset allocation among equities, gold, debt (primarily short term or inflation protected) and alternative assets based on our proprietary asset allocation framework. 
For equities, we choose to invest either in stocks (from our two portfolios (Global opportunities or International value) or time proven and low cost ETFs. 
Despite having an average equity exposure of under 50%, the portfolio of our first client has seen annualized returns of 19.1% versus 21.2% returns for  S&P 500.
Global Opportunities Fund [Stocks]We invest in business models which are durable and have a long term sustainable growth. These stocks are selected when there is an attractive discount to intrinsic value. 
The investment decisions are made based on durability and long-term growth prospects.
Though the operating history of this fund is relatively short,  the fund has outperformed MSCI AWI with an annualised alpha of 16.62%.
Global Hedge Fund [Long & Short Stocks]We capitalize on specific market inefficiencies by Identifying and investing in long and short equity and option positions through a rigorous investment process that emphasizes strong fundamental research. 
We are strategic investors on the long-side, but tactical on the short-side. 
With inception date being 1st Jan, 2021, the operating history of this fund is relatively short. The fund has outperformed MSCI AWI with an annualised alpha of 7.8%.

Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry

Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research

Anchored The Rise Of Credit Suisse  From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research

Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research

Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance

Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.

Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.

Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents

Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India