Wealth Managers India PMS

The Optimiser Strategy is a rule-based portfolio of equity shares selected based on the Momentum factor. The selection universe comprises BSE 200 stocks, including all large-cap and top 100 mid-cap names. The portfolio typically consists of 20 stocks and is divided into 50% large cap and 50% midcap, with rebalancing based on ranking and no exposure to small caps. The strategy emphasizes time in the market rather than timing the market, with no strategic or tactical cash calls. It is sector agnostic and may involve higher portfolio churn compared to fundamental-driven strategies. The approach focuses on quality of underlying assets (higher ROCE, lower debt), profit growth, lower volatility measured through standard deviation, and appropriate market cap and sector allocation based on momentum. The strategy carries high risk and is suitable only for clients with experience across market cycles, a long-term horizon, and the ability and willingness to accept high equity-related risk. The benchmark is Nifty. Past performance is not indicative of future performance, and investors should refer to disclosure documents for risks involved.