What Are Your Goals?

Diversification through low correlated strategies
Long term wealth creation
Minimize downside using rules based strategies
Protect purchasing power from inflation

Explore Strategies

Are these your goals?
Here's how we can
help you reach those.

Systematic Rule based
PMS strategies for your
long term goals.

Invest with us

AlphaBets

AlphaBets’ investing methodology is to blend long term measures of momentum, volatility and trend in a systematic manner and avoid common Behavioral Biases. Our objective is to generate long-term capital growth from an actively managed portfolio of equities Portfolio only includes those stocks which conform to our strict stock selection filters. In this approach robust and disciplined processes guide our actions.

Investment Universe

Midcap Companies
Smallcap Companies

View Performance

Particulars	Returns (%)
	31.03.2022	31.03.2023	31.03.2024	31.08.2024	CAGR
Portfolio	19.36	2.82	43.37	28.7	26.81
Benchmark	18.88	-0.6	40.16	17.74	22.00

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Core Equity

Under the Core Equity methodology of investment, long-term measures of low volatility, quality, value and momentum are blended in a strategic manner to ensure a robust portfolio. Under the strategy, the portfolio includes only those stocks that are filtered after our strict selection process. These are evaluated on pre-determined frequency and the portfolio is rebalanced.
So, if your goal is growth & wealth creation, Core Equity is a strong anchor to your equity portfolio.

Investment Universe

Top 300 stocks by market cap with a large cap tilt

View Performance

Particulars	Returns (%)
	31.03.2023	31.03.2024	31.08.2024	CAGR
Portfolio	-4.97	48.6	17.54	27.65
Benchmark	-3.61	40.16	17.74	26.22

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Invest With Investors

We invest our funds alongside our clients.
This helps create an alignment of interests.

Anish Teli

Managing Partner

A successful investor, a rank holding Chartered Accountant and an MBA from the Indian School of Business (Hyderabad), Anish has a rich experience in the Indian equity markets for 20 years. He has held senior positions with private Equity Funds managed by ICICI Venture (AUM over $2Bn) and Morgan Stanley Private Equity Asia (MSPEA). At MSPEA he was a Voting Member of the Investment Committee of MSPEA-III, a $1.25Bn third party fund.

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