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READY TO INVEST PORTFOLIOS

If you want to participate in the markets, but don’t have time to manage your portfolio, Intelligent Advisory Portfolios (IAP) is a new way to take the stock market ride through a ready mix of equity products. IAPs are Ideal for both active and passive investors.

Benefits of IAP

OFFERINGs in IAP

Diversified option to choose from ROBO Managed Investment products to Process-driven products with the advisor overlay

FUNDTECH

Robo Managed, intelligent portfolio with a combination of fundamental and technical parameters. Suitable for investors who want to invest in companies with positive financial trends subject to quality and valuation thresholds.

Key Features

Quant based model to identify stocks on parameters like quality, valuation etc.

Multicap Portfolio, well diversified between Large, Mid and Small Cap stocks.

Continuous tracking to replace non-performing stocks.

Investment Universe, Process & Strategy

  • Dynamic Portfolio creation comprising of 10 to 20 stocks 
  • Identifying stocks through Screening based on parameters like Quality, Valuation, Financial trend & technical parameters 
  • Maximum exposure of 30% in any sector & 10% in a single stock

Exit Strategy

  • Continuous re-evaluation of the portfolio in case of adverse change in the stock selection criteria 
  • Corporate governance issue in the company 
  • Underperformance against benchmark BSE500 of over 20%

For Whom?

Investors and positional traders with moderate risk appetite and investment horizon of minimum 3-5 years.

Active Investment Strategy

Robo Managed Process

Combination of Financial & Technical Parameters

Min. Investment

₹ 2,50,000

TIME FRAME

3-5 years

NO. OF STOCKS

10-20

RISK

Moderate

BENCHMARK

BSE500

RIA

Vivekam Financial Services

PRIME

Prime Portfolio is a concentrated portfolio that blends tactical bets with long-term winners and provides investor advantage with a mix of long-term compounders and special company/sectoral picks.

Key Features

Well diversified portfolio comprising of large, mid and small-cap companies

Blend of long term winners (60%) with Tactical bets (40%)

Investment Universe, Process & Strategy

Stock selection procedure involving 2 strategies:

Long Term Winners (60%): Stocks relevant from a 12-18 month perspective – these are companies which have a proven track record of profits over 3-5 years, meaningful growth triggers & beaten-down stocks with favourable risk-reward

Tactical bets (40%): Stocks that are relevant from a 3-6 months horizon. Major buy triggers include a change in government policy, industry consolidation and company-specific opportunities

Rebalancing Strategy

  • Company or Industry fundamentals have started to change
  • Too much negativity around a company or sector
  • An extreme macroeconomic / market situation
  • Stocks that have better growth prospects or better capital
    allocation policies

For Whom?

Investors with moderate to high risk profile having an investment horizon of a minimum 3-5 years

Concentrated portfolio of 15-20 stocks

Combination of Tactical bets along with Long term winners

Generating growth over the long term as well as take advantage of special company/sector situations

Min. Investment

₹ 1,00,000

TIME FRAME

12-18 months

NO. OF STOCKS

15-20

RISK

Moderate to Low

BENCHMARK

Nifty200

RIA

Vivekam Financial Services

OpenQ MNC

Portfolio of Top stocks of Multi-National Companies (MNC)  designed for passive long term investing created based on Quantitative method & proprietary filters.

Key Features

Investment in High quality MNC stocks that have their Price and Earnings Momentum adjusted for risk.

Stocks are weighted by considering individual stock level risk. Quantitative techniques are used to arrive at the stock level risk. Stocks which have shown higher relative risk in recent past are accordingly down weighted.

Investment Universe, Process & Strategy

Stock selection procedure involving 3 broad process:

Universe: Pool of listed MNCs which are part of top 500 by market cap

Quantitative analysis for identifying MNC companies with Growth in earnings and price momentum

Proprietary Liquidity Screening to avoid stocks with low liquidity

Judicious mix of Multicap portfolio with mix of large, Mid & Small markets capitalisation companies.

Rebalancing Strategy

  • Quarterly rebalancing
  • If the portfolio falls more than 20% from the peak
  • If individual stock in portfolio fall more than 15% in intraday

For Whom?

Investors with moderate to high risk profile having investment horizon of minimum 3 years or more

Identifying High quality MNC stocks coupled with Earnings and Price

Quantitative methodology with no human bias

Min. Investment

₹ 2,50,000

TIME FRAME

3 Years

NO. OF STOCKS

10

RISK

Moderate to high

BENCHMARK

Nifty MNC

RIA

OpenQ

Zodiac

An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model.

Key Features

Strategy to dynamically invest in 12 Nifty 50 companies on a daily basis

Fundamental screening combined with quant model to avoid biases

In case quant model doesn’t find opportunity in Nifty stocks, allocation for those stocks will be done to Nifty Bees.

Active management to review portfolio stocks

Investment Universe, Process & Strategy

  • Dynamic portfolio comprising of 12 Nifty stocks in equal weights
  • Identifying stocks through fundamental screening and a quant model based on parameters like growth in earnings, sectorial preference, momentum and volatility factors
  • Maximum exposure of 25% in a particular sector, Maximum 3 stocks from a sector and minimum 5 sectors at portfolio initiation.

Rebalancing Strategy

  • When Potential upside is achieved.
  • If Stock is excluded from Nifty Index.
  • In case Nifty Bees is part of the portfolio it will be replaced when a new Stock opportunity with potential is identified.
  • Stock Price corrects by more than tolerance levels

For Whom?

Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years

Dynamic Portfolio of
12 winning stocks
from Nifty 50 basket

Core fundamental screening combined with Quant Model for Decision making to avoid Human Bias

Active management to review portfolio stocks

Min. Investment

₹ 5,00,000

TIME FRAME

3-5 years

NO. OF STOCKS

12

RISK

Moderate

BENCHMARK

Nifty 50

RIA

Vivekam Financial Services

NS INDUSTRY CHAMP

Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing growth in value characteristics with expected higher return ratio.

Key Features

Consistent application of growth in value philosophy, ensuring consistent out performance

Portfolio built with fundamental bottom-up research

Uniquely designed risk management framework to generate superior risk adjusted returns

Investment Universe, Process & Strategy

  • Consist of 15-20 stocks; mostly large-cap.
  • A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.
  • Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), allows valuation multiple expansion and earnings growth.

Maximum allocation in a stock:

+7% of its weight in benchmark

Market Cap Allocation:

Large Cap: Max 70% and Min 30%
Mid Cap: Max 70% and Min 30%
Small-Cap: Max 15% and Min 0%

Rebalancing Strategy

  • Strictly based on fundamentals.
  • If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
  • Corporate governance issue in the company.

For Whom?

Investors with moderate risk appetite and investment horizon of minimum 3-5 years.

Stratgey Focusing on investing in the Industry Leaders of today

Backed by Quality Management which are focused on Innovation

Min. Investment

₹ 5,00,000

TIME FRAME

3-5 years

NO. OF STOCKS

15-20

RISK

Moderate

BENCHMARK

NIFTY Large & Mid-250

RIA

Narnolia

NS MID & SMALL CAP

Portfolio comprising of Mid & Small-cap stocks, which have potential to grow. Invest across the capitalization spread of the investment universe by identifying companies with improving fundamentals.

Key Features

Investment in Mid & Small cap space that have improving/higher return ratio

Bottom up research of business financials and management

Tactical weight allocation under the sub-classes to manage the risk

Investment Universe, Process & Strategy

  • Consist of 20-30 stocks.

  • A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.

  • Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), which gives opportunity for valuation multiple expansion, along with earnings growth.

Rebalancing Strategy

  • Strictly based on fundamentals.
  • If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
  • Corporate governance issue in the company.

Maximum allocation in a stock:

+7% of its weight in benchmark

Market Cap Allocation:

Mid Cap: Max 80% and Min 50%
Small-Cap: Max 50% and Min 20%

For Whom?

Investors with high risk appetite and investment horizon of minimum 3-5 years.

Identifies High Quality Moat Companies with Growth Potential among Mid & Smallcap

Strong Process & Bottoms Up Stock Selection Methodology

Min. Investment

₹ 5,00,000

TIME FRAME

3-5 years

NO. OF STOCKS

20-30

RISK

High

BENCHMARK

NIFTY MId & Small-250

RIA

Narnolia

NS 5TX5T

Thematic Portfolio created with multiple themes which have the potential to grow based on opportunities created as Indian Economy move to 5 Trillion dollars.

Key Features

Identify & Invest in Multiple themes (Ideally 4-6 Themes)

Multicap Portfolio of 15-20 stocks

360 Degree Deductive logic framework & Growth in Value.

Investment Universe, Process & Strategy

Stock selection procedure involving broad processes

  • A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver superior risk adjusted returns on absolute, relative and consistent basis.
  • Principle of “Growth in Value” style of investing _& principle of linearity I.e– investing in businesses, where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple expansion, along with earnings growth.

Rebalancing Strategy

  • If portfolio stocks under perform for two consecutive swings and exhibits higher volatility, that stock gets marked for Sell/Review.
  • Corporate governance issue in the company.

For Whom?

Investors with moderate risk appetite and investment horizon of minimum 3-5 years.

Strategy identifies Unique themes based Fundamental Framework opportunity in the Indian market

Strong Process & Bottoms Up Stock Selection Methodology

Min. Investment

₹ 10,00,000

NO. OF STOCKS

15-25

TIME FRAME

3-5 years

RISK

Aggressive

BENCHMARK

NIFTY 500

RIA

Narnolia

ALPHA BLUECHIP

Alpha Bluechip is an unconstrained, concentrated portfolio of best-in-class companies across different sectors and market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns.

Key Features

Investment in companies with strong business moat and formidable competitive edge

Includes businesses which are time tested and companies which have seen multiple cycles.

Selection of companies with robust growth, superior RoCE & strong cash flows toensure a ”High Quality Growth Portfolio with Low Risk”

Investment Universe, Process & Strategy

  • Defined investment universe to include companies with good quality businesses, strong track record and corporate governance
  • Confluence of Sector/Company research; Regular expert/ management interaction
  • Portfolio Construction based on best ideas on bottoms up basis
  • Zero tolerance to Quality risk; Minimize Price/Volatility & Liquidity risk

Rebalancing Strategy

  • Change in the outlook on business growth
  • New idea generation

For Whom?

Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years

Strategy identifies Unique themes based Fundamental Framework opportunity in the Indian market

Strong Process & Bottoms Up Stock Selection Methodology

Min. Investment

₹ 5,00,000

TIME FRAME

3-5 years

NO. OF STOCKS

15-25

RISK

Moderate

BENCHMARK

NIFTY 200

RIA

Renaissance Investment Managers

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Palak Jain
Sr. Manager - Front Desk 
Qualification
Experience
  • MBA
  • 3+ Years
Palak Jain
Sr. Manager - Front Desk
Qualification
Experience
  • MBA
  • 3+ Years
Kashish
Front Desk Manager
Qualification
  • B.COM.
Kashish
Front Desk Manager
Qualification
  • B.COM.
Vanshika Mehta
Front Desk Manager 
Qualification
  • M.COM.
Vanshika Mehta
Front Desk Manager 
Qualification
  • M.COM.