Direct Equity, Portfolio Management Services (PMS), and Specialised Investment Funds (SIF) engineered for serious wealth accumulators. We focus on durable economic moats, clean corporate governance, and compounding leaders.
15–25 Stock Focused Portfolios
Tailored mandates designed for high-net-worth investors seeking alpha beyond broad indices.
Curated multi-cap stock portfolios held directly in your personal Demat account. No fund manager lock-ins; 100% ownership transparency.
SEBI-regulated discretionary mandates managed by India's top fund houses. Concentrated 15–25 stock portfolios built for outperformance.
Advanced alternate strategies including Long-Short, Sector Rotations, and structured equity mandates for sophisticated family offices.
Early-stage participation in high-growth late-stage private companies and future unicorns before their official public exchange listings.
We avoid speculative tips, operators, and penny stocks. Every recommendation passes through 4 strict institutional filters.
Companies with durable competitive advantages, brand monopolies, or high switching costs that protect profit margins from inflation.
Pristine corporate integrity, transparent capital allocation, zero auditor red flags, and low or zero promoter share pledges.
Consistent Return on Capital Employed (ROCE) and Free Cash Flow generation that fuels debt-free organic expansion.
Buying industry leaders at reasonable multiples relative to their growth runway — safeguarding capital against market drawdowns.
Understand how each vehicle aligns with your net worth, ticket size, and wealth objectives.
| Parameter | Mutual Funds | Portfolio Management (PMS) | Direct Equity |
|---|---|---|---|
| Minimum Ticket Size | ₹500 / month (SIP) | ₹50 Lakhs (SEBI Mandated) | No Minimum (Share price based) |
| Stock Concentration | 40 to 80+ stocks (Broadly diversified) | 15 to 25 stocks (High Conviction Alpha) | User Choice (typically 10–20) |
| Ownership Structure | Units of Fund NAV | Direct Stocks in Client Demat | Direct Stocks in Client Demat |
| Customization Level | Zero (Fixed scheme mandate) | High (Bespoke model portfolios) | 100% Customized by Investor |
| Fund Manager Interaction | None | Direct quarterly reviews with fund team | None (Guided by Praveen Kumar) |
| Best Suited For | Salaried wealth builders & SIP investors | HNIs seeking concentrated wealth alpha | Active long-term direct stock investors |
India's leading businesses routinely compound earnings between 15% to 22% CAGR. See what high-conviction allocation yields over 3, 5, 10, or 15 years.
Estimated maturity value on lump sum compounding
₹25.00 Lakhs
+₹45.65 Lakhs
Most retail portfolios are cluttered with 30+ speculative small-caps, dying legacy companies, and high sector concentration. Share your holding snapshot for a confidential institutional health scan.
100% Confidential · Personal review by Praveen Kumar
Direct Equity, PMS and SIF mandates backed by seasoned research and disciplined risk management.
