Skip to main content
1ModulorJoin the founding cohort

Alpha · 03 · Discipline over prediction

Signal, separatedfrom noise.

We research, build and run our own multi-asset strategies inside your risk band. We do not sell other people's products.

Join the founding cohort Back to: Aggregate →

Sheet 03 · What you get

AL / 06 instruments

Strategies, not stocks. Systems, not stories.

AL · 01Think strategies

Not a portfolio of stocks or funds — a portfolio of investment strategies, each with a stated mandate, risk band and rebalancing rules. You always know what a rupee is doing, and why it is there.

Mandate · declared up front
AL · 02Quantamental Investing®

Fundamental judgement, quantitative discipline and technical timing — three lenses, one methodology. The intersection is the edge.

Our methodology
AL · 03Active management

Annual or quarterly reviews don’t cut it. Portfolios are reviewed every week — drift measured, not felt, and every action logged.

Reviewed weekly
AL · 04Multi-geography

Not just access — managed strategies in stocks, ETFs and funds across India, the U.S. and global markets, in one mandate.

India · U.S. · Global
AL · 05Multi-asset core

Less-than-market risk for market-like returns — Dynamic Asset Allocation and passive tactical strategies carry the household.

DAA · tactical passive
AL · 06Listed-equity satellite

Market-like risk for more-than-market returns — sized inside your risk band, never outside it.

ValueGrowthSentiment

Product-of-the-month doesn’t compound. Strategies do — reviewed weekly, across India and global markets, with incentives aligned to yours.

How Alpha runs

Discipline over prediction.

01

Match the risk band

Your risk profile from the advisory process selects the strategy — never the other way round.

02

Deploy target weights

Indian equity, debt and arbitrage, global equity, gold — each with a declared weight and a reason it is there.

03

Rebalance & log

Weekly reviews, drift thresholds and a discipline log of every action taken — and every one deliberately not taken.

Strategies · Our ownProducts sold · NonePromises · None

All views are illustrative and historical. Past performance does not indicate future results.

Target weights · liveInteractive
Indian equity34%
Debt & arbitrage26%
Global equity22%
Gold12%
Cash & liquid6%
Drift threshold · ±2 ptsPick a risk band · illustrative

See it in motion · interactive

The methodology, in your hands.

FUNDAMENTALQUANTITATIVETECHNICALα
The intersection

Judgement, discipline and timing agreeing before capital moves — that is Quantamental Investing®.

Click a lens — or the α
EXPANSIONDRAWDOWNRECOVERYEUPHORIA

Quality — compounders that hold through the full cycle. Owned largest, traded least.

STAGE 01Time-frame

The holding period sets the analysis lens — horizon first, always.

STAGE 02Data map

Financial, price and alternate data set the review cadence.

STAGE 03Market cycle

Value, Growth and Sentiment cycles shape participation.

STAGE 04Capability fit

Human context guides; specialist systems scale — never the reverse.

STAGE 05Portfolio · α

Constructed for alpha, risk control and your objectives.

Click a stage to build up to it. Every stage must pass before a single rupee moves.

Suitability comes first: recommendations reach you through the SEBI-registered advisory process, and nothing trades without your approval.

Research in service of your position.

See how our strategies fit an accountable advisory relationship.

Join the founding cohort Back to: Aggregate →