Objective: Medium-term capital growth through a diversified portfolio comprising equity, equity-linked instruments, and fixed-income securities. This strategy prioritizes capital preservation while undertaking moderate risk.
The primary investment objective is to achieve capital growth over a medium-term horizon, alongside the safeguarding of client capital. Furthermore, maintaining the real value of client assets, post deduction of all applicable fees and taxes, is a core tenet of our strategy.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 2.88% | -0.28% | 3.16% |
| 3 MONTHS | 8.29% | 6.33% | 1.96% |
| 6 MONTHS | 7.39% | 2.92% | 4.47% |
| 1 YEAR | 14.62% | 11.88% | 2.74% |
| 2 YEAR | 17.47% | 10.97% | 6.50% |
| 3 YEAR | 20.55% | 14.32% | 6.23% |
| 5 YEAR | 14.75% | 14.68% | 0.07% |
| SINCE INCEPTION | 13.07% | 14.35% | -1.28% |
| Year | Return |
|---|---|
| CY 2025 | 14.62% |
| CY 2024 | 20.41% |
| CY 2023 | 26.94% |
| Year | Return |
|---|---|
| FY 26_YTD | 18.90% |
| FY 25 | 14.36% |
| FY 24 | 33.04% |
Past performance is not indicative of future results. Returns are subject to market risks.
Founder & CEO
Mr. Manu Rishi Guptha brings over 25 years of dedicated experience in the investment sector. He holds a full-time MBA from Warwick Business School. Mr. Guptha possesses a keen interest and extensive knowledge in both stock markets and the hospitality industry, frequently sharing his insights on these domains.
AMC: 1%
AMC: No Option
Hurdle: 10%
Profit Sharing: 20% Profit share above 10% Hurdle
Year 1: 2%
Year 2: 1%
Year 3: 0%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
