We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.
Pending SEC Registration
6-year track record of outperformance
+ $4 million Assets Under Management
Intelligent Investing Made Easy
We adopt a methodical and sensible approach while acting as a credible partner to our clients.
Systematic Investing
Research Driven and Disciplined Investing that Avoids Human Biases
Optimal Portfolios
Investment Portfolios that balance your objective and constraints
Fiduciary
Our clients' interests come before our own
Controlled by You
Stay informed with total transparency, remain in control of your account without lock-ins
Professionalism and care
Through Diligent advice and constant oversight, we aim to optimize your investment performance with the utmost care
Convenience
Simplified onboarding, minimal interventions, clear reporting and direct support to make it easy for you
Crafted to Fit Your Unique Needs
No matter who you are or what you are looking for, we have Investment solutions that resonate with your individual journey.
Investment Amount
Strategies across Investment tiers: From modest sums of $10,000 to substantial amounts exceeding $100,000
Residential Status
We provide our services to US Residents and Non- Residents
Ownership Type
We streamline setting up accounts for individuals, firms, corporates and trusts
Investment Objective
Investment portfolios aligned with your objective such as capital appreciation or income generation
Risk Tolerance
Portfolios across the spectrum from aggressive to conservative risk appetites
Investing Experience
From beginners taking their first steps to seasoned investors seeking specific exposure
Minimum Effort From You
We strive to make things easy and simple for you
Simplified Onboarding
Seamless and quick online account opening or less painful offline process
Few Clicks a Month
Transactions can be fully automated or authorized before execution for added control.
Clear Reporting
Transparent and Easy to Understand
Direct Support
Reach out and we’ll get back as soon as possible
Our Fees
% of Assets under Management (AUM) Fee Model
0.9% Annual Investment Advisory Fee
on the average daily portfolio value throughout a calendar year|
Compare all
plans |
Effective Annual Rate | Upfront Fee | Billing Date | Calculation Methodology | Payment Methods | GST | Estimated Bill For ₹1 Lakh Portfolio | Reference Link |
|---|---|---|---|---|---|---|---|---|
|
Monthly Billing
0.074%
Applicable Fee
|
- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK | |||
|
Quarterly Billing
0.222%
Applicable Fee
|
- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK | |||
|
Yearly Billing
0.900%
Applicable Fee
|
- | ₹ 0.0 | + Sales Tax (As applicable) | ₹ None | LINK |
We Want You To Live Your Life
It’s our job to focus on markets and your portfolio
Get Started in a Few Minutes
Complete Questionnaire
Help us understand your priorities and circumstances
Portfolio Selection
Choose our recommended strategy or your preferred one.
Complete Other Formalities
Complete KYC and sign the investment agreement.
Broker Connection
Connect your Interactive Brokers account.
Deploy
Fund your account and place trades.