Inteligent Advisory Services

Prime

A Balanced Multi-Cap Strategy with Focused Growth Potential

The Prime advisory model blends the strength of India’s large-cap stability with the high-growth potential of carefully selected mid- and small-cap companies. It is ideal for investors seeking to outperform traditional benchmarks while maintaining a balanced portfolio allocation.

Key Highlights:

  • Composition: Multi-cap (Large, Mid & Small Cap mix with tactical allocations)
  • Rebalancing: Quarterly review based on earnings momentum and valuation
  • Focus: High ROE companies with scalable models across sectors
  • Risk Profile: Moderate to Aggressive – suited for growth-focused investors

Why Choose Prime:

  • Diversified exposure across market caps with alpha potential
  • Managed by top-tier advisors with quantitative and fundamental overlays
  • Ideal for long-term investors with 3–5 year horizons
  • Well-balanced to weather market cycles and reduce downside risk

With Prime, enjoy both growth and resilience. Perfect for investors building long-term wealth with calculated risk.