Intelligent Advisory Portfolio (IAP) | Invest Easily - Maroo Capital

INTELLIGENT ADVISORY PORTFOLIO (IAP)

The Intelligent advisory Portfolios are one of the most invested Products by our clients as it gives the advantage of managed portfolio without going through the trouble of research or tracking the stocks market.


  • AI-powered investment
  • Customized portfolio
  • Power of discretion
  • Invest Online
  • Real-time re-balancing
  • 24/7 Portfolio tracking

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ALPHA BLUECHIP

Alpha Bluechip is an unconstrained, concentrated portfolio of best-in-class companies across different sectors and market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns.


Key Features

  • Investment in companies with strong business moat and formidable competitive edge
  • Includes businesses which are time tested and companies which have seen multiple cycles.
  • .Selection of companies with robust growth, superior RoCE & strong cash flows to ensure a ”High Quality Growth Portfolio with Low Risk”

Investment Universe, Process & Strategy

  • Defined investment universe to include companies with good quality businesses, strong track record and corporate governance
  • Confluence of Sector/Company research; Regular expert/ management interaction
  • Portfolio Construction based on best ideas on bottoms up basis on
  • Zero tolerance to Quality risk; Minimize Price/Volatility & Liquidity risk

Rebalancing Strategy

  • Change in the outlook on business growth
  • New idea generation

For Whom?

  • Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years

  • Invest In Alpha Bluechip

    PRIME

    Prime Portfolio is a concentrated portfolio that blends tactical bets with long-term winners and provides investor advantage with a mix of long-term compounders and special company/sectoral picks.


    Key Features

    • Well diversified portfolio comprising of large, mid and small-cap companies
    • Blend of long term winners (60%) with Tactical bets (40%)


    Investment Universe, Process & Strategy

    Stock selection procedure involving 2 strategies:

    • Long Term Winners (60%): Stocks relevant from a 12-18 month perspective – these are companies which have a proven track record of profits over 3-5 years, meaningful growth triggers & beaten-down stocks with favorable risk-reward
    • Tactical bets (40%): Stocks that are relevant from a 3-6 months horizon. Major buy triggers include a change in government policy, industry consolidation and company-specific opportunities

    Rebalancing Strategy

    • Company or Industry fundamentals have started to change
    • Too much negativity around a company or sector
    • An extreme macroeconomic / market situation
    • Stocks that have better growth prospects or better capital allocation policies

    For Whom?

  • Investors with moderate to high risk profile having an investment horizon of a minimum 3-5 years

  • Invest In Prime

    ABAKKUS SMART FLEXI CAP

    Abakkus is an alpha focused boutique asset manager in long only strategies for Indian equities. Top 250 companies with focus on alpha generation and risk adjusted returns along with stability and liquidity.


    Key Features

    • Quant based model to identify stocks on parameters like quality, valuation etc.
    • Multicap Portfolio, well diversified between Large, Mid and Small Cap stocks.
    • Continuous tracking to replace non-performing stocks.

    Investment Universe, Process & Strategy

    • Dynamic Portfolio creation comprising of 10 to 2
    • Identifying stocks through Screening based on parameters like Quality, Valuation, Financial trend & technical parameters
    • Maximum exposure of 30% in any sector & 10% in a single stock

    Exit Strategy

    • Continuous re-evaluation of the portfolio in case of adverse change in the stock selection criteria
    • Corporate governance issue in the company
    • Underperformance against benchmark BSE500 of over 20%

    For Whom?

  • Investors and positional traders with moderate risk appetite and investment horizon of minimum 3-5 years.

  • Invest In ABAKKUS SMART FLEXI CAP

    ZODIAC

    An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model.


    Key Features

    • Strategy to dynamically invest in 12 Nifty 50 companies on a daily basis
    • Fundamental screening combined with quant model to avoid biases
    • In case quant model doesn’t find opportunity in Nifty stocks, allocation for those stocks will be done to Nifty Bees.
    • Active management to review portfolio stocks

    Investment Universe, Process & Strategy

    • Dynamic portfolio comprising of 12 Nifty stocks in equal weights
    • Identifying stocks through fundamental screening and a quant model based on parameters like growth in earnings, sectorial preference, momentum and volatility factors
    • Maximum exposure of 25% in a particular sector, Maximum 3 stocks from a sector and minimum 5 sectors at portfolio initiation.

    Rebalancing Strategy

    • When Potential upside is achieved.
    • If Stock is excluded from Nifty Index.
    • In case Nifty Bees is part of the portfolio it will be replaced when a new Stock opportunity with potential is identified.
    • Stock Price corrects by more than tolerance levels

    For Whom?

  • Investors with a moderate risk appetite and an investment horizon of minimum 3-5 years

  • Invest In Zodiac

    NS INDUSTRY CHAMP

    Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing growth in value characteristics with expected higher return ratio.


    Key Features

    • Consistent application of growth in value philosophy, ensuring consistent out performance
    • Portfolio built with fundamental bottom-up research
    • Uniquely designed risk management framework to generate superior risk adjusted returns

    Investment Universe, Process & Strategy

    • Consist of 15-20 stocks; mostly large-cap.
    • A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.
    • Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), allows valuation multiple expansion and earnings growth.

    Rebalancing Strategy

    • Strictly based on fundamentals.
    • If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
    • Corporate governance issue in the company.

    For Whom?

  • Investors with moderate risk appetite and investment horizon of minimum 3-5 years.

  • Invest In NS Industry Champ

    NS MID & SMALL CAP

    Portfolio comprising of Mid & Small-cap stocks, which have potential to grow. Invest across the capitalization spread of the investment universe by identifying companies with improving fundamentals.


    Key Features

    • Investment in Mid & Small cap space that have improving/higher return ratio
    • Bottom up research of business financials and management
    • Tactical weight allocation under the sub-classes to manage the risk

    Investment Universe, Process & Strategy

    • Consist of 20-30 stocks.
    • A combination of fundamental value and quantitative triggers creates a high-value portfolio with a focus to deliver superior risk-adjusted returns on an absolute, relative and consistent basis.
    • Principle of "Growth in Value" style of investing & principle of linearity, i.e. investing in businesses, where the improvement in fundamentals is linear (gradual), which gives opportunity for valuation multiple expansion, along with earnings growth.

    Rebalancing Strategy

    • Strictly based on fundamentals.
    • If portfolio stocks under perform to respective benchmark for two consecutive swings and exhibit higher volatility, that stock gets marked for Sell/Review.
    • Corporate governance issue in the company.

    For Whom?

  • Investors with high risk appetite and investment horizon of minimum 3-5 years.

  • Invest In NS Mid&Small Cap

    NS 5TX5T

    Thematic Portfolio created with multiple themes which have the potential to grow based on opportunities created as Indian Economy move to 5 Trillion dollars.


    Key Features

    • Identify & Invest in Multiple themes (Ideally 4-6 Themes)
    • Multicap Portfolio of 15-20 stocks.
    • 360 Degree Deductive logic framework & Growth in Value.

    Investment Universe, Process & Strategy

    Stock selection procedure involving broad processes:

    • Principle of “Growth in Value” style of investing _& principle of linearity I.e– investing in businesses, where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple expansion, along with earnings growth.

    Rebalancing Strategy

    • If portfolio stocks under perform for two consecutive swings and exhibits higher volatility, that stock gets marked for Sell/Review.
    • Corporate governance issue in the company.

    For Whom?

  • Investors with moderate risk appetite and investment horizon of minimum 3-5 years.

  • Invest In NS 5TX5T

    OPENQ MNC

    Portfolio of Top stocks of Multi-National Companies (MNC) designed for passive long term investing created based on Quantitative method & proprietary filters.


    Key Features

    • Investment in High quality MNC stocks that have their Price and Earnings Momentum adjusted for risk.
    • Stocks are weighted by considering individual stock level risk. Quantitative techniques are used to arrive at the stock level risk. Stocks which have shown higher relative risk in recent past are accordingly down weighted.

    Investment Universe, Process & Strategy

    Stock selection procedure involving 3 broad process:

    • Universe: Pool of listed MNCs which are part of top 500 by market cap
    • Quantitative analysis for identifying MNC companies with Growth in earnings and price momentum
    • Proprietary Liquidity Screening to avoid stocks with low liquidity
    Judicious mix of Multicap portfolio with mix of large, Mid & Small markets capitalization companies.

    Rebalancing Strategy

    • Quarterly rebalancing
    • If the portfolio falls more than 20% from the peak
    • If individual stock in portfolio fall more than 15% in intraday

    For Whom?

  • Investors with moderate to high risk profile having investment horizon of minimum 3 years or more

  • Invest In Openq MNC

    READY TO INVEST PORTFOLIOS

    If you want to participate in the markets, but don’t have time to manage your portfolio, Intelligent Advisory Portfolios (IAP) is a new way to take the stock market ride through a ready mix of equity products. IAPs are Ideal for both active and passive investors.


    • Guided advisory by RIAs
    • Regular monitoring
    • Money management
    • Personalized insights
    • Time-saving
    • Active participation

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    Why Invest In These Portfolios

    Physical & Digital, Experience the advantage of both worlds
    • Option to choose products - ROBO Managed or Process-driven with advisor overlay

    • Option to choose Dynamic or static portfolios

    • Power of discretion on every recommendation
    • Invest in IAP Online


    • Flexible investment modes of Lumpsum & SIP

    • 24x7 tracking of portfolio

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