New Age
Portfolio Management Services
where Data is King
We use data driven methods rather than human biases for effective wealth creation across the investment universe.
Simplicity without complexity
We follow a rule-based strategy and the fund manager deviates only in extreme conditions

Risk Mitigation and Rebalancing
- Sector neutralize the stock
- Assign Z score
- Calculate Volatility of each stock
- Portfolio optimisation will be done as:
- No single stock will have an allocation greater than 10%
- Allocation will be Vol-weighted to reduce risk of the portfolio
- Rebalance Monthly

Identify the Universe
- BSE 200 has been identifed as an ideal universe for portfolio construction and benchmarking because of following:
- Top 200 stocks by market cap
- Highly Liquid
- Good Coverage
- High Institutional holdings

Stock Selection
- In-house proprietary quant model with consider the following factors to identify stocks:
- Return on Capital Em
- Earnings Growth
- Price to Book
- Price to Earnings
- Dividend Yield
- Price Momentum