LONG EVIDENCE,

SHORT NARRATIVES

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, Visiting Faculty (IIT Delhi)

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 

Client's Speak

The foremost consideration in shortlisting an investment advisor is the same as selecting an equity stock – an honest, fair and transparent management; and that was my first and foremost criteria when I was going through the process of changing my advisor. After the experience with a couple of not so honest large advising companies, that is where I was at some three years back. 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.
RH
Strategic Consultant

While on competence alone, Puneet is an excellent money manager for us but the icing on the cake is his ability to take into consideration most of requirement from our treasury departments and come with excellent solutions on asset allocation for all our firms. Have happily transferred most of our assets from Kotak Wealth to Puneet. Happy association for over 5 years now.

SR
CEO, Delhi (NCR) based conglomerate

* Identities of clients have been hidden from their privacy protection

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