Our Global Multi-Asset Strategy, carefully overseen by Bhavin Shah with insights from Eswar Menon. We spread investments across different types like stocks, gold, short-term or inflation-protected debt, and alternative assets. We leverage Eswar Menon’s strategies and conduct independent research, focusing on companies poised for superior risk-adjusted returns. Our strategy has worked well for four years, consistently performing better in different time frames. 

The investment strategy involves top-down approach and allocates the funds across asset classes including Equity, Cash, Gold and other asset classes. We track various economic indicators of the key world market to determine the attractiveness of the particular asset classes. Based on insights from these indicators and experience, we determine the strategic position between equity, debt, gold and any other relevant asset class as appropriate. If the fund manager finds equity attractive,  we select stocks or ETFs. Stocks are selected from our other two strategies based on their attractiveness in terms of valuation and ETFs are selected considering risk adjusted measures, expense ratio and overall outlook for the underlying strategy.

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