Wealth Solutions
Manager research with an implementation channel. We apply the same evidence discipline we use in quantitative research — rolling consistency across cycles, risk-adjusted quality, drawdown behaviour — to third-party wealth products.
Mutual Funds
Open-ended schemes assessed on rolling consistency and drawdown behaviour across cycles.
PMS
Portfolio Management Services evaluated on process discipline and risk-adjusted quality.
AIF
Alternative Investment Funds reviewed for strategy clarity, structure and suitability.
SIF
Specialised Investment Funds framed within an evidence-first research lens.
Bonds & Fixed Income
Fixed-income access assessed for credit quality, duration and cash-flow certainty.
GIFT City / Offshore
Offshore and GIFT City structures for eligible investors, subject to suitability.
The same evidence vocabulary, applied to products.
Rolling consistency across cycles
Category-relative, not just benchmark-relative
Risk-adjusted quality
Drawdown depth AND frequency
Understand your mandate
Objectives, constraints, horizon and suitability come first.
Independent evidence review
We assess the field on our own evidence terms.
Shortlist with reasoning
Including what we excluded and why.
Implementation & review
Via our Wealthy partnership, with ongoing review.