Gulaq Wealth
This is a well diversified portfolio quantitatively curated for sustainable wealth creation.
CAGR Since launch
Since May 2020
43.63%
Gulaq Wealth
This is a well diversified portfolio quantitatively curated for sustainable wealth creation.
CAGR Since launch
Since May 2020
49.50%
Overview
This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining high volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.
- Directional Strategy in Indian Equities
- Systematic Rule Based Trading
- Identifying Investible businesses in S&P BSE 500
- Agnostic to Sector and Market Capitalization
- Identify stocks using a combination of technical and fundamental factors
- Optimize the portfolio for maximizing risk rated returns
- Allocate capital to equities on basis of market valuations
Portfolio performance
| Time Period | Gulaq Wealth | Benchmark - Nifty 50 |
|---|---|---|
| 1M | 9.26% | 3.41% |
| 6M | 1.61% | -0.74% |
| 1Y | 17.32% | 13.16% |
| 3Y | 181.76% | 103.20% |
| Since Launch | 193.92% | 98.59% |
- Well diversified portfolio for aggressive investors
- Equity allocation 100%
- Debt allocation 0%
- Rebalanced monthly
Minimum Investment Amount
₹ 2,50,000
Exclusive portfolio available only for subscribers
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6 Months – ₹ 3,000
Exclusive portfolio available only for subscribers
See Plans
One time fee to start subscription
– ₹ 2500 ₹ 1,000
*Subscription fee on your annual net worth, deducted at the end of monthly subscription – 2.00%
*18% GST extra if applicable
