We are here to manage your
finance with experience
As a brand, we undertake “L–E–A–P” of Wealth.
L= Learning from top managers,
E= Encompassing our strategies around the long-term risk-
A= Actively Analysing the active fund management strategies and
P= Presenting ideas through our unique Manager-Centric Approach
One of the Largest Digital
AIF & PMS Platform in India
in AIF & PMS
from 10 different countries
150+ HNI Families
What Makes Us Unique?
We have designed a Structured format for our investment philosophy which are:
WHY TRUST ON US ?
We can focus on high-performance investment theories and apply the L-E-A-P of wealth because of our unique Manager-centric approach to investing.
Brands That Trust Us
|Top 5 PMS Performance based on last one year return as on 30th September 2021|
|AMC & Scheme Name||Inc. Date||Category||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
|Negen Special Situations & Technology Fund||Oct-17||Small Cap||6.57%||14.02%||47.42%||133.91%||57.62%||33.60%||NA||NA||16.38%|
|Right Horizons – Minerva India Under-served||Apr-2011||Small Cap||1.80%||41.50%||78.80%||115.20%||48.70%||28.20%||16.90%||20.50%||18.80%|
|Roha Emerging Champions Portfolio||Sep-20||Small Cap||5.24%||12.77%||48.88%||114.31%||NA||NA||NA||NA||113.89%|
|Abakkus-Emerging Opportunities Approach||Apr-20||Small Cap||2.90%||10.70%||46.50%||109.90%||NA||NA||NA||NA||92.20%|
|Care PMS Growth Plus Value Strategy||Jul-11||Small Cap||4.40%||16.10%||60.90%||108.50%||48.50%||22.70%||13.20%||25.80%||23.70%|
To Compare PMS Performance
The 3I Framework
Here’s what our 3I approach includes:
– Investment Manager – Style
– Investment Portfolio – Quality
– Investment Performance – Consistency