Optimiser Portfolio
Quant based model that is factor led. “Stocks that have performed well will continue to perform”.
Select stocks based on Quant Model ranking. Decision based on
a framework with defined parameters.
The portfolio is designed to be nimble and has a high level of churn.
This strategy is suitable for investors who have a high risk appetite and are willing to Stay Invested during high Volatility.
Select Direct Growth Portfolio
A Discretionary Portfolio of Direct Plans of Mutual Funds curated with a fundamentally driven process honed over many market cycles.
This strategy will employ a Core and a Satellite Approach
Core Portfolio (75%): Diversified Equity Mutual Funds with a Long Term Horizon
Satellite (25%): Sector, Commodity and Cash Calls with a Short to Medium Term Outlook
Focused Leadership Portfolio
Focused Businesses with Leadership positioning within its Core Operating Business. Typically, a portfolio would have 15 to 20 (Maximum 20) stocks.
We will also look for Opportunities in the 1 – 3 years time frame, where we will look for clear triggers in the defined time period for our thesis to play out.
SEBI Registered Portfolio Manager - Wealth Managers (India) Private Limited, a Scripbox group company, is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660)
These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence.
© Scripbox Wealth Managers Private Limited 2025.
