Opening limited slots for HNI Strategies

Dear Investor

It gives us immense pleasure to announce the reopenning of the strategies in the HNI Segment.

Launched in November 2023, the HNI Segment was created with the vision of helping investors with a larger corpus build long-term wealth through equity markets, while maintaining a focus on wealth preservation and capital growth.

Currently, we offer two specialized strategies within the HNI Segment:

1. HNI Wealth Builder – Launched in February 2021, this is an absolute momentum based, weekly rebalanced core strategy with upto 50 stocks that extracts alpha from the mid- and small-cap space.

2. HNI Capital Compounder – Launched in September 2021, this aims to unlock the hidden alpha within the large and mid cap universe with a basket of 20 stocks. It is a meticulously crafted core strategy that can be your ideal companion for your long term - steady compounding journey.

Both strategies are designed for an optimal investment size of ₹25 lakhs to ₹1 crore, with a minimum investment of ₹10 lakhs.

Product Brochure

To give you a comprehensive overview of both the strategies, please find attached the links to their Product Brochures respectively :

Opening Dates

Subscriptions to the strategies will open on the 25th January, Saturday.

Note : We are opening only limited slots (on first come first serve basis)

Interest Form

Please fill out the form linked below to express your interest, and we'll send you the link to schedule a dedicated 1-1 google call, reminders when subscription window opens & all the latest details !

Please email us on [email protected] in case you have any further queries.

Disclaimers & Disclosures : https://tinyurl.com/2763eyaz