Driven by a unique AI methodology developed and improvised over the years by researchers and data scientists.
+13.33%
3Y annualised returns
+15.62%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 May '19
Total AUM
₹7.61Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity92.3%
Cash7.7%
Equity market cap split
Large Cap66.8%
Mid Cap23.1%
Small Cap2.4%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2%
PMS management
M
Mukul
Head of Quantitative Strategies
View details
About
Born in New Delhi, Mukul Pal has spent the past 25 years developing quantitative investment strategies for active managers across the globe. He began his career at the Bombay Stock Exchange, supporting major Indian financial institutions, before expanding his advisory practice to Europe, where he worked with asset managers and the securities arms of global banks. Holding two master’s degrees—in finance and statistics—he also earned the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His significant contributions to financial technology have earned him recognition from MIT, and he has been invited to speak at prominent conferences worldwide, including the Princeton–Chicago Quant Conference. He has also played a pivotal role in bringing financial innovations to NASDAQ. Today, he leads a deep tech firm in Toronto, delivering advanced solutions that are designed to deliver alpha.
Experience
Over 25 years of experience in quantitative investment strategy development.
Investment philosophy
Developing quantitative investment strategies and financial technology solutions.
Previously worked at
Bombay Stock Exchange
Awards
Recognized by MIT for contributions to financial technology, played a key role in bringing innovations to NASDAQ, and a speaker at the Princeton–Chicago Quant Conference.