Fixed Income plus

Sincere Syndication And Corporate Services LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
25 May 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹33.84
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

We use our proprietary quantitative models and parameters to create a portfolio comprising of asset classes, dynamically balanced for tactical asset allocation. Our investment model is constructed upon fixed income returns, interest rates, equity valuations & liquidity in the market. They are the key drivers of returns on equity, debt & commodities across market cycles. Portfolio manager can change or add more parameters to improvise the investment ideology.

Investment Objective

To beat inflation & generate equity-like returns by investing in a diversified multi asset portfolio comprising of instruments fetching fixed income, equities, gold & other asset classes and managing the associated risks through principles of asset allocation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.72% -0.04% 0.76%
3 MONTHS 3.35% 3.31% 0.04%
6 MONTHS 3.87% 3.28% 0.59%
1 YEAR 5.10% 9.52% -4.42%
2 YEAR 8.08% 11.24% -3.16%
SINCE INCEPTION 9.45% 14.29% -4.84%

Calendar Year Performance

Year Return
CY 2025 5.10%
CY 2024 11.16%

Financial Year Performance

Year Return
FY 26_YTD 8.26%
FY 25 5.87%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Sivaramakrishnan, Co-Founder of Sincere Syndication Group, is a Chartered Accountant with over two decades of dynamic experience in investment management, portfolio advisory, corporate finance, and regulatory compliance. His career spans leadership roles across India and Southeast Asia, covering diverse sectors such as fund management, private equity, banking, capital markets, energy, and retail. With over 20 years of direct investing experience in Indian and U.S. capital markets, he brings a strong understanding of global investment trends and asset allocation strategies. He has previously served as the Principal Officer of a SEBI-registered Investment Adviser firm, where he was responsible for portfolio construction, investment advisory, regulatory reporting, and end-to-end compliance within SEBI's framework. Mr. Sivaramakrishnan’s hands-on exposure to SEBI-regulated advisory operations, combined with his extensive market knowledge, positions him strongly to lead a Portfolio Management Services (PMS) platform. His professional track record includes business transformation, governance, team leadership, and a deep-rooted commitment to investor protection and fiduciary standards. At Sincere Syndication, he now steers the investment strategy and portfolio management function, aligning his regulatory insight with a disciplined, research-driven investment process.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 7 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.75%

Variable Fee

AMC: 1.25%

Hurdle: 9%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)