Mr. Anand Shah
Mr. Rajiv Shastri
Director & Chief Executive Officer
Our philosophy would be To Create Wealth through
Simplicity, Discipline & Rules

We would be an asset management, led by innovation and knowledge, will endeavour to deliver unique products to investors and distributors, at reasonable cost. Rules Based investing : Pursuing active returns through Rules.

Our Investment philosophy will look to deliver superior returns while keeping risks under control.

The investment team will achieve the above objective with a three pronged approach, wherein:

  • Team will use time tested factor based rules to identify stocks which will have potential to deliver superior returns.
  • Further the team will use various financial data and balance sheet information, in addition to Business responsibility report & ESG scorecard, to eliminate companies which have potential to significantly destroy wealth.
  • Finally, based on the correlation between identified stocks, their volatility and expected returns, we will use sophisticated tools to create optimal portfolio weights for each stock in the portfolio.

Thereby, we are trying to reduce human biases to minimal levels and develop rules based methodologies to deliver active returns over and above the benchmark.

Eventually, a rule based investing methodology is expected to simplify investing for investors as well as distributors.

This process delivers "True to the label" portfolios with minimal human intervention on a day to day basis, devoid of human biases.

As a distributor and investor, one need not follow the fund manager's view and styles but just will have to manage risk by choosing optimal strategy amongst the various rules based portfolios.

Locate Us
Registered Office
Block No.901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat - 394210, Gujarat.
Corporate Office
Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra (East), Mumbai - 400051, Maharashtra.