Equity & Mutual Fund Services
Suraksha Vitta
(Protection of finance)
LOW RISK
Designed for investors who prioritise capital preservation with steady, reliable compounding and minimal portfolio volatility. The selection is confined to high-quality, well-established companies with demonstrated financial stability, consistent cash flows, and a proven track record of shareholder value creation.
Stock selection draws primarily from established large-cap indices with the most stringent fundamental and governance filters in our framework. The focus is on companies with minimal leverage, superior return ratios, and stable or expanding margins – leaders in sectors known for predictable earnings and cash flow visibility.
Samana Utpady
(Balanced creation)
MEDIUM TO LOW RISK
Built for investors seeking steady capital growth with moderate volatility, blending large-cap stability with select mid-cap growth opportunities. The portfolio targets businesses with demonstrable competitive advantages, predictable revenue streams, and strong earnings visibility.
Stock selection spans a broader index universe while maintaining a significant large-cap allocation. Screening criteria emphasise businesses with a discernible economic moat, healthy balance sheets without heavy capex stress & diversified revenue sources.
Sthira Sampatti
(Stable assets)
MEDIUM TO HIGH RISK
Crafted for growth-oriented investors willing to accept short-term volatility in pursuit of superior long-term returns. This basket actively seeks companies in high-growth sectors and scaling businesses with expanding margins, including selectively considered turnaround stories backed by demonstrated execution.
The advisory universe is broad, covering sector leaders across manufacturing, engineering, technology, and emerging industries. Financial screening thresholds are calibrated for growth — allowing for higher leverage where the deployment of debt demonstrably enhances equity returns. Emphasis is placed on expanding operating margins and strong promoter commitment.
Sāhasa Sampatti
(Wealth through Boldness)
HIGH RISK
Designed for investors with a high risk appetite and extended investment horizon, seeking aggressive growth and wealth creation. This basket extends across the full market-capitalisation spectrum — including small-caps, micro-caps, early-stage businesses, and deep cyclicals — applying strict forensic and governance filters to mitigate downside risk while maximising upside potential.
The advisory universe is the widest in our framework, encompassing emerging technologies, new listings with strong growth trajectories, niche engineering and manufacturing plays, and high-traction digital businesses. Financial screening is calibrated for early-stage and high- growth dynamics, with elevated promoter holding requirements for smaller companies and zero tolerance for fraud risk, unexplained related- party transactions, or dilution without growth.
Dirghakalika Nivesa
(Long term investments )
Wealth creation typically happens when one stays invested for a longer period of time , which is 8 years and above. However this may have an element of risk due to factors which could create high short term volatile markets. The investments in this basket pass through various filters like fundamental, technical and growth opportunities to mention a few, as they create long term value. Exits are normally advised only if the underlying fundamentals deteriorate or valuations become unsustainable.
Niyamabadha Praksepaka Yojana
(Systematic Investment Plan)
DISCIPLINED INVESTING
Rooted in the principle of disciplined, periodic investing, this approach involves regular, systematic investments into carefully selected securities that demonstrate long-term compounding potential. By spreading investments over time, the strategy naturally averages acquisition costs and harnesses the power of compounding to build wealth progressively.
Each security recommended under this plan passes through our comprehensive screening framework — encompassing fundamental strength, growth trajectory, market standing, and technical analysis — ensuring that the compounding foundation is built on quality. This approach is particularly suited for investors who wish to build wealth methodically without the pressure oftiming the market.