Athena Investments

Athena Alternative Investments Trust (SEBI Reg. IN/AIF3/22-23/1166) is a Category III AIF managed by Trust-Plutus Wealth (India) Private Limited — the asset management arm of TRUST Group, India's leading institutionalised multi-line, multi-asset financial services platform spanning investment banking, capital market services, wealth management, asset management, and advisory. The AIF brand operates under the name 'Athena Investments', headquartered at 1101, C-31, Naman Centre, Bandra Kurla Complex, Bandra East, Mumbai 400051 (contact: +91 22 6274 6000 | investorrelations@prajana-alternatives.com). The fund family includes three Cat III AIF schemes — the Athena Absolute Return Fund (long/short, covered options, special situations, and fixed income), the Athena Enhanced Equity Scheme (concentrated core portfolio with tactical options overlay for alpha generation), and the Athena Stock Convertible Scheme (stock selection plus premium generation for consistent low-volatility returns) — alongside two PMS strategies managed by the sibling entity Prajana Advisors Private Limited.

Athena Investments' philosophy is rooted in 'Simplicity — The Rarest Quality': a clear, straightforward investment approach built on transparency, precision, and discipline. The firm believes that simplicity in investment is both rare and powerful, and commits to eliminating unnecessary jargon, maintaining a transparent fee structure, and delivering risk-adjusted returns that outperform broad benchmarks. The three-tier audit system (including a Big Four firm), rigorous regulatory adherence, and trusted third-party custodians and transfer agents reflect a governance-first posture. For the Cat III AIF, the multi-strategy approach combines long/short equity, covered options writing, special situations, and fixed income to generate consistent absolute returns across market cycles — balancing capital growth with robust downside management.