The Strategies We Launched in 2025

Over the past year, one pattern emerged clearly: investors approach markets differently, and their tools should reflect that. Rather than pushing a one-size-fits-all solution, we built multiple smallcases, each designed around a distinct investment philosophy. The goal is simple: let investors choose strategies that align with how they actually think about risk, data, and decisions.

Process Over Predictions: Quant Models

For investors who value discipline and repeatability.

Quant models rely on systematic filters and clear signals to remove emotional bias and maintain consistency across market cycles. No predictions. Just process.

Available strategies:

Quality Bluechips – Quant: High-quality bluechip stocks with strong price momentum
Growth Multicap – Quant: High-growth multi cap stocks riding positive trends

Sector Conviction Without Stock-Picking: Sectoral Trackers

For investors with clear thematic views.

Sectoral trackers let you express conviction in structural trends without the complexity of individual stock selection. Curated baskets capture long-term opportunities in specific sectors.

Available strategies:

Capital Markets Tracker: Companies benefiting from India’s wealth creation and financialization of savings
Healthcare Tracker: Businesses positioned to serve India’s rising healthcare demand

Machine Intelligence, Human Oversight: AI Models

For investors comfortable with technology-driven insights.

Proprietary AI identifies opportunity areas at scale, then applies quality and valuation filters to focus on genuine prospects while avoiding overhyped stocks.

Available strategy:

Defence Picks – AI Model: Companies aligned with India’s strategic defense focus, selected through AI

Professional Management, Simplified: Mutual Fund smallcases

For investors who prefer manager-led expertise.

These portfolios provide equity exposure through proven mutual fund managers, selected using predictive analytics and continuously monitored to adapt across market cycles.

The Common Thread

Different investors see markets differently—and that’s a strength, not a problem to solve. Each smallcase follows its own methodology, but all share the same foundation: rigorous research, transparent processes, and long-term focus.

We’re not here to predict where markets are headed. We’re here to provide structured pathways that help investors stay confident and committed, regardless of where volatility takes us.

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy/sell any security or financial products.Users must make their own investment decisions based on their specific investment objective and financial position and using such independent advisors as they believe necessary.

Windmill Capital Team: Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645) based in Bengaluru at No 51 Le Parc Richmonde, Richmond Road, Shanthala Nagar, Bangalore, Karnataka – 560025 creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone. CIN of the company is U74999KA2020PTC132398. For more information and disclosures, visit our disclosures page here.