Model Portfolios

Curated Baskets

4 professionally managed model portfolios · rebalanced on schedule

Last rebalanced: 30 Apr 2026

ETF Basket

Core India exposure via low-cost index funds

+12.4%
YTD return
+38.2%
Inception
6 holdingsMonthlyLow risk

Diversified Nifty + sectoral ETFs giving broad India exposure at minimal cost. Macro-regime driven rebalancing keeps it aligned with market trends.

Macro-driven · Low cost · Broad diversification

Momentum Nifty 1000

High-momentum stocks from the Nifty 1000 universe

+18.7%
YTD return
+52.4%
Inception
20 holdingsMonthlyMedium-High risk

Top 20 stocks from the Nifty 1000 ranked by 12-month price momentum (excluding the last month). Equal weighted, rebalanced monthly.

12M momentum · Equal weight · Monthly rebalance

Value Nifty 500

Undervalued quality businesses in the Nifty 500

+9.8%
YTD return
+44.6%
Inception
15 holdingsQuarterlyMedium risk

Value picks from Nifty 500 selected on PEG ratio, P/B, and ROCE. Quality screened for low debt and strong cash generation.

PEG · P/B · ROCE · Quality screen

US Momentum

Top momentum picks from the S&P 500

+14.2%
YTD return
+61.8%
Inception
15 holdingsMonthlyMedium-High risk

Top momentum stocks from the S&P 500. Gives Indian investors exposure to US markets via INR-denominated ETFs or direct international investing.

6M+12M momentum · S&P 500 universe · USD exposure
Full Basket Holdings

Entry prices · weights · trailing stop-losses

Subscribers only
Entry prices & TSL
Every stock comes with an entry range and trailing stop-loss level — no guesswork on when to buy or cut.
Live rebalancing alerts
Get notified the moment a basket rebalances so you can act immediately on the latest allocation.
Performance tracking
Monthly performance reports with attribution analysis and commentary on what drove returns.