Managed Equity Solutions
Objective: Well-designed and well-researched portfolio with potential to create substantial alpha over long term.
Our Process:
- Company weightage based on sector conviction and valuation zones.
Objective: Well-designed and well-researched Small & Microcap equity portfolio with potential to create wealth over long term.
Our Process:
- Concentrated portfolio of 5-7 lesser-known Small & Microcap stocks available at a discount.
- Exit when institutional interest develops or, there is a possibility of delisting.
Managed Equity Solutions
Multi Index Solutions is an investment approach that uses passive index funds in domestic equity to capture high returns by focusing on outperforming indices, all while keeping costs low.
Investment Strategy Allocation
- 40% in Factor-Based Index Funds
- 40% in Market Cap-Based Index Funds
- 20% in Sector-Based Index Funds
Multi Index Solutions offers a strategic, lowcost path to alpha in domestic equity. With a blend of strategies and diverse indices, it provides investors with robust growth potential, cost efficiency, and minimized risks.
- Early Access: Invest in companies before they go public.
- IPO Advantage: Secure shares without allotment worries.
- High Return Potential: Benefit from early-stage growth.
- Portfolio Diversification: Go beyond traditional equity.
- Safe & Secure: Held in Demat form.
- Long-Term Focus: Ideal for sustained growth investors.
Hidden Gems Unlisted allows investors to capitalize on the pre-IPO market, uncovering lucrative opportunities in unlisted companies with great potential for success.