Our Selection Process
Our disciplined methodology ensures that only high‑quality strategies are presented to you
Universe Screening
we compile a broad universe of SEBI-registered AIFs, PMS strategies and IFSCA-registered GIFT-City funds, filtering them based on size, track record and regulatory compliance.
Quantitative Filtering
using risk-adjusted return metrics, volatility measures and drawdown analysis (similar to leading risk-consistency frameworks), we identify consistent performers.
Qualitative Due Diligence
we assess fund managers’ investment philosophies, team stability and alignment of interests, and scrutinise the portfolio’s underlying holdings for concentration, liquidity and sector exposures.
Compliance & Operational Review
we verify legal structures, SEBI/IFSCA registrations, custodial arrangements, valuation policies and auditor reports.
Portfolio Fitment & Customisation
we match shortlisted funds to your objectives, risk tolerance and liquidity needs, designing personalised portfolios or model allocations.
Documentation & Onboarding
our team assists with subscription agreements, PIS applications, bank account setup and FATCA declarations.
