Maximising Returns through Quality Plus Momentum
Our unique GEM PMS strategy harnesses market trends in quality stocks for optimal portfolio performance. We pick good quality stocks that are trend and manage risk actively to generate superior returns.
Stocks which have performed exceptionally well in the recent past, tend to retain their momentum into the near future. GEM taps this.
By buying the ‘strongest’ performers and cutting losers, GEM aims to exploit market trends to generate maximal returns.
GEM strategy dynamically adjusts to market conditions and bear markets. By managing drawdowns, portfolios can be more resilient.
GEM combines quality with momentum for delivering results. Quality is powered by our proven ‘Roots & Wings’ Investment Philosophy.
GEM’s approach is research-backed and uses proven quant techniques. It has done well in numerous simulations and also since launch by beating broad market indices.
Tailoring equity portfolios to align with individual financial goals, ensuring optimal asset allocation.
Crafting bespoke portfolios comprising of GEM and our other PMS strategies such as JEWEL, SPARK and SAPPHIRE catering to unique life stages and individual investment preferences.
Employing momentum-based strategies to capitalise on market trends, enhancing portfolio performance.
Implementing robust risk management techniques to protect and grow your investments.
Focus on long-term capital appreciation through investments in top 500 companies with strong fundamentals and rising momentum
Active risk management aims to reduce drawdowns and deploy cash positions resulting in better long term results.
We stick to a proven investment philosophy and processes that ensure decisions are consistent and free of emotional bias.​
Registered with SEBI, we prioritise your financial interests, offering transparent advice and portfolio management.
Our analytics platform offers objective stock evaluations.​
One-stop shop for advisory to execution, focusing on responsive and friendly customer service.
Our GEM approach ensures stable and consistent growth, adapting to market changes rapidly.
GEM diversifies across sectors to reduce risk. It usually picks a sector as it rises. As the saying goes, "An average stock in a good sector does better than a great stock in a poor sector".
Balancing risk and reward, our strategy aims for optimal returns with controlled exposure.
Clarity and honesty in our investment advice, with no hidden agendas or third-party influences.
GEM capitalises on stock momentum, aligning investments with market trends for enhanced growth. Our data-driven approach ensures that these trends are leveraged effectively for your benefit.
Our GEM portfolios are rebalanced monthly even though we add a new stock for atleast four months. This frequency allows us to effectively capitalise on market momentum while keeping churn under control.
Our GEM strategy is unique due to its monthly rebalancing, quality checks, and focus on top-tier stocks. This disciplined approach minimises risk while maximising potential returns.
Our ‘Roots & Wings’ philosophy combines foundational stability (Roots) with innovative growth strategies (Wings). It’s integral to our approach, ensuring balanced and forward-thinking investment planning.
While all investments carry some risk, our comprehensive risk management strategies in GEM mitigate these effectively. Continuous monitoring and adaptive strategies ensure safer investment choices.
In volatile markets, our GEM strategy focuses on increasing cash positions and closely monitoring for momentum reversals. This proactive approach helps in navigating market fluctuations effectively.