Our approach is to invest in equity oriented mutual funds from all categories.The selection is based on consistent performance,superior risk-adjusted returns ,right valuation and various other parameters of selecting mutual funds.
Our objective is long-term capital appreciation by investing in diversified equity oriented mutual funds/ETFs across market capitalizations.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.07% | -0.24% | -0.83% |
| 3 MONTHS | 3.00% | 5.02% | -2.02% |
| 6 MONTHS | -2.54% | 1.63% | -4.17% |
| SINCE INCEPTION | -1.58% | 5.40% | -6.98% |
| Year | Return |
|---|
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Founder & MD
Founder & MD -IFMIA -Mr. Iqbal Singh, an entrepreneur with a rich experience of more than 24 years with leading Private & Foreign Banks and Financial Markets.In 2000-Founding team member of HDFC Bank’s Private banking Group.In 2003-Headed Investments & Insurance business in the Northern Region for CITIBANK.In 2004-Became an Entrepreneur and established Innovative Consultants.
AMC: 0.75%
Hurdle: No Option
Profit Sharing: 10-20% of the annual profit based on capital contribution.
* 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)
