Wealth Management
Indian Equity Linked Structured Notes:
The product is designed to deliver 3.5x returns on NIFTY50 returns over 3 years (capped at 25% Nifty return) while ensuring complete capital protection. The Nifty 50 Index represents about 54% of the free float market capitalization of the stocks listed on NSE. This structure ensures superior risk-adjusted returns, sufficient diversification and effectively minimises downside risk.
Indian Equity Market Linked Debentures:
The product offers investors a unique opportunity to get the best of both Equity & Debt by providing a return which is higher of 10% or Nifty return (capped at 25%) over 18 months. The fund structure efficiently mitigates downside risk by offering capital protection and ensures a minimum payoff of 10% coupon should the Nifty return be below the threshold.
Wealth Management
Life Settlement Fund:
An open-end UK-domiciled fund aimed at achieving steady capital growth by investing in US Whole Life Policies, commonly known as US Life Settlements. The fund purchases life insurance policies at a significant discount and has a track record of delivering annual USD-denominated returns of over 12%. This fund offers excellent diversification since it offers an alternative to correlated global equity and debt markets-based products. The Fund's track record is exemplary and offers excellent risk-adjusted returns backed by highly rated US insurance companies.
Global Commodity Arbitrage Fund:
Global Opportunities Fund offers an alternative to call account/short-term deposits by offering ~ 8% USD annual return by capturing arbitrage opportunities across commodities traded on global exchanges. The Fund has a track record with no negative months, including during the Covid and 2022 market crash cycle.