India’s premier 'Evidence Driven' Investment Advisory Service
Our edge is a relentless pursuit of evidence of various investment hypothesis which then drives our research process and portfolios
What to expect from us ?
Evidence Driven Research & Strategies for robust portfolio solution
Be it the portfolios that we advise or the asset allocation solutions that we provide, the underlying strategies are based on decades of market learnings rigorously tested for different market conditions.
We don’t invest simply because we ‘feel’ something works. We ‘test’ our feelings by using our hypothesis testing framework. Discard what isn’t conclusively proven and ingest what is. And we constantly monitor so that we evolve as and when the markets do.
Narratives play supportive role , not a cental role in our portfolios
Not losing money is of utmost importance.
Risk Management is Critical
While most strategies focus on return side of the equation only, in all our strategies, the primary focus is to NOT lose the hard earned money.
Risk Management is often the first casualty of crazy return chasing. We ensure that the eye on the prize is not distracting us from the risks.
Skin in the game
Majority (upward of 90%) of CIO and his family members wealth is not invested in anything outside of what is advised for the clients.
The wealth generation of the CIO is directly tied to that of the Clients.
Founder & CIO
Puneet Khurana, CFA®
CFA(U.S), MBA (MDI, Gurgaon), B. Tech (NIT, Bhopal)
Member – Mensa India
Experience : 14 + years
– 11 years of Equity Research & Portfolio Management
– Ex Research Head, Billion$ + India Focused hedge fund
– Keynote Speaker at many Investment & Academic conferences
– Guest on “CNBC – Smart Money”
– Visiting Faculty – IIT Delhi ( Behavioral Psychology & Markets ) & MDI Gurgaon ( Behavioral Finance & Business Valuation )
A dear friend and classmate introduced me to Puneet Khurana whom he had known well for several years and trusted enough to invest a significant part of his corpus. Based on his thorough diligence and reference, I initiated a detailed dialogue with Puneet – on his experience, selection process, investment strategy, fee structure and contractual agreement.
I am quite satisfied with how this has turned out. The investment returns despite the catastrophic pandemic, accessibility, transparent working, detailed reporting (for tax returns) and the ease of doing business has been quite remarkable.
* Identities of clients have been hidden from their privacy protection
Wanna reach us ?
Fill out the form below