·        Advantage of momentum with low downside - welcome to tactical asset allocation combined with world-class robust momentum technique

·        Strategy tested for over 100 years of global data by world researchers and on 20 years of Indian data by us. No survivor bias, no over-fitting, just carefully back-tested with in and out of the sample data.

·        The reason for investors' trust is that this product should not only preserve their hard-earned capital in most situations but also likely to compound it with healthy returns by diversification of different asset classes like equity, gold, debt etc.

·        This is a concentrated strategy structure of 20 -30 stocks of small to mid-capitalization in NSE with hedging provided through gold and liquid ETF (monthly re-balancing).

·        This portfolio is suitable for a conservative to moderate investor who can bear with only marginal drawdowns and some periodic underperformance in order to get all-market beating returns in medium to long term (3 years or more).

We also believe in it:

"There has developed the general notion that the rate of return which the investor should aim for is more or less proportionate to the degree of risk he is ready to run. Our view is different. The rate of return sought should be dependent, rather, on the amount of intelligent effort the investor is willing and able to bring to bear on his task."

- Benjamin Graham