Our Offerings
Bespoke holistic and targeted offerings
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Discretionary Portfolio Management Services
Experience a bespoke investment journey with our Discretionary Portfolio Management Service (DPMS). We combine multi-asset and multi-product offerings to curate your portfolio
Multi - Asset, Multi - Product offering
We include a wide range of asset classes and investment products, from equities and fixed income to alternative investments, to achieve your risk and return objectives.
High Pedigree Team
Key Personnel possess 90+ years of combined experience across quant and fundamental strategies in managing multi asset portfolios.
Solution Oriented
Personalised investment solutions addressing your financial needs. Our tech first approach and congruent market insights create dynamic portfolios, ensuring optimal performance
Holistic Solutions
Ionic Allocate Portfolio - Moderate
- Objective
- Balance between capital appreciation and income through diversification across equity, fixed income, and alternate assets.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Hybrid
- Key Investments
- Flexible allocation across multiple asset classes including equity stocks, corporate bonds, mutual funds, ETFs, etc.
- Selection Basis
- The strategy is designed as a complete portfolio across asset classes with focus on maximizing risk-adjusted returns. Equity allocation is capped at 60%. Includes mutual funds, ETFs, stocks, bonds, REITs, InvITs, gold and silver.
- Suitability
- Suitable for clients with moderate risk appetite.
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Recommended Horizon
- 3 years or more
Ionic Allocate Portfolio - Conservative
- Objective
- Focus on capital preservation and liquidity with efficient returns via fixed income and alternate assets.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Debt
- Key Investments
- Primarily fixed income instruments such as bonds, debentures, REITs, etc.
- Selection Basis
- Complete portfolio approach with focus on risk-adjusted returns. Equity capped at 20%. Includes mutual funds, ETFs, stocks, bonds, REITs, InvITs, gold and silver.
- Suitability
- Suitable for clients with low risk appetite.
- Benchmark
- CRISIL Composite Bond Fund Index
- Recommended Horizon
- 3 years or more
Ionic Allocate Portfolio - Aggressive
- Objective
- Capital appreciation through diversified investment across equity, fixed income, and alternate assets.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Multi Asset
- Key Investments
- Equity stocks, equity funds, index funds, fixed income instruments, and other permissible securities.
- Selection Basis
- Complete portfolio strategy focused on maximizing risk-adjusted returns. Equity capped at 80%. Includes mutual funds, ETFs, stocks, bonds, REITs, InvITs, gold and silver.
- Suitability
- Suitable for clients with high risk appetite.
- Benchmark
- NSE Multi Asset Index 1 – Composition: 50% Nifty 500, 40% Nifty 50 Arbitrage Index, 10% REIT/InvIT
- Recommended Horizon
- 3 years or more
Ionic PIPE Strategy
- Objective
- Capital appreciation on a long-term basis through equity investments along with cash equivalents.
- Fund Manager
- Mr. Harsh Gupta
- Strategy
- Equity
- Key Investments
- Focused portfolio (≤30 stocks) with cash equivalents.
- Selection Basis
- Stocks selected using GSV Model (Governance, S-Curve, Valuation) and fixed income based on credit/liquidity risk.
- Suitability
- Suitable for clients with high risk appetite.
- Benchmark
- S&P BSE 500 TRI
- Recommended Horizon
- 5 years or more
Ionic Yield Enhancer Strategy
- Objective
- Capital preservation and liquidity with efficient returns via fixed income and alternative assets.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Debt
- Key Investments
- Fixed income instruments such as bonds, debentures, REITs, etc.
- Selection Basis
- Issuer selection based on underwriting criteria including management, financials, structure, and risk factors.
- Suitability
- Suitable for clients with moderate-high risk appetite.
- Benchmark
- CRISIL Composite Bond Fund Index
- Recommended Horizon
- 2–3 years
Ionic Allocate Portfolio - Equity
- Objective
- Capital appreciation through focused equity investments.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Equity
- Key Investments
- Listed stocks, equity funds, index funds, derivatives, etc.
- Selection Basis
- Fully equity-focused portfolio designed for maximizing risk-adjusted returns with allocation to mutual funds and ETFs.
- Suitability
- Suitable for clients with high risk appetite.
- Benchmark
- Nifty 50 TRI
- Recommended Horizon
- 3 years or more
Ionic Liquid Approach
- Objective
- Generate regular income on surplus cash.
- Fund Manager
- Mr. Gaurav Aggarwal
- Strategy
- Debt
- Key Investments
- Fixed income instruments such as bonds, debentures, InvITs, REITs, etc.
- Selection Basis
- This strategy is meant to stagger investments.
- Suitability
- Suitable for clients with low risk appetite.
- Benchmark
- CRISIL Composite Bond Fund Index
- Recommended Horizon
- 1 month or more
Non-Discretionary Portfolio Management Services
This product-centric approach focuses on theme-based, targeted investment strategies, allowing you to capitalise on specific market opportunities and views. With NDPMS, you have the flexibility to select investment themes that align with your financial goals, supported by our expertise and detailed market analysis
Theme based
Our NDPMS is designed around specific investment themes that capture emerging opportunities and market trends.
Customisable
The investment approaches can be tailored to your specific requirements and allows you to invest in what suits you best.
Investor Involvement
Clients have the ability to influence investment decisions, ensuring their portfolio aligns with their personal goals and market views.
Holistic Solutions
Ionic Sharpe One Strategy
- Objective
- Capital appreciation on a long term basis with primary focus on equity along with fixed income assets for surplus cash.
Fund Manager- Mr. Yajash Mehta
Strategy- Equity
Key Investments- Focused equity instruments such as listed stocks, equity focussed fund schemes, index funds, etc. along with other permissible securities.
Selection Basis- Companies are chosen on PERFECT strategy framework (promoter and management quality, earnings, risk management, valuations and market trends and timings), with fixed income instruments selected based on credit and liquidity risk.
Suitability- Suitable for clients with high risk appetite due to equity concentration.
Benchmark- S&P BSE 500 TRI
Recommended Horizon- 5 years or more
Ionic Yield Enhancer Strategy
- Objective
- Focus on capital preservation and liquidity with efficient returns via fixed income and alternate assets.
Fund Manager- Mr. Gaurav Aggarwal
Strategy- Debt
Key Investments- Fixed income instruments such as bonds, debentures, InvITs, REITs, etc.
Selection Basis- Selection of issuers based on strong underwriting criteria including Background, Management, Vintage, Regulations, Peers, Financial Ability, Security, Deal Structure, Concentration, Covenants & Review of the portfolio.
Suitability- Suitable for clients with moderate-high risk appetite.
Benchmark- CRISIL Composite Bond Fund Index
Recommended Horizon- 2–3 years
Ionic Allocate Select Portfolio
- Objective
- Achievement of client goals through investment in a diversified portfolio across equity, fixed income and alternate assets.
Fund Manager- Mr. Gaurav Aggarwal
Strategy- Hybrid
Key Investments- Flexible allocation across equity, fixed income instruments, and alternate assets based on client goal importance and risk appetite (conservative, moderate, aggressive).
Selection Basis- The strategy is a bespoke solution with asset allocation, instrument allocation, factor allocation and tactical allocation as per investor goals. It is designed as a complete portfolio with equity, fixed income and alternates, focusing on maximizing risk-adjusted returns. The portfolio includes mutual funds and ETFs.
Suitability- Suitable for clients with moderate risk appetite.
Benchmark- Nifty 50 Hybrid Composite Debt 50:50 Index
Recommended Horizon- 3 years or more