A Disciplined Multi-Asset Strategy
A SEBI registered PMS Investment Approach that follows a disciplined multi-asset framework, combining flexible asset allocation, diversification, and risk-aware decision-making. The strategy is designed to manage capital across changing market cycles while maintaining a long-term perspective.
Objective: The objective of the Product is to achieve long-term capital appreciation through a diversified portfolio shall seek to optimize risk-adjusted returns through active and flexible asset allocation, in accordance with the prevailing market conditions.
Overview
The Vallum India Multi-Activa Strategy (VIMAS) is designed to manage capital across market cycles through disciplined and flexible asset allocation. Built to adapt to changing market conditions and evolving risks, the strategy has remained anchored to its core principles of adaptability, diversification, and risk awareness since its launch on 1 January 2025.
Why Multi-Activa
Adaptability
We prefer fewer, well-reasoned decisions to constant movement.
Diversification
Exposure is spread across assets to reduce concentration risk and improve resilience across cycles.
Risk-Aware Decision-Making
Capital deployment is evaluated not only for opportunity, but for downside impact under adverse conditions.
Performance Snapshot
As of 30 April 2026, the Vallum India Multi-Activa Strategy has generated a time-weighted return of approximately 27.4% since inception, net of fees, materially outperforming its benchmark’s 6.2% return over the same period.
This Strategy Is Designed For?
This strategy may be suitable for investors who prefer diversified exposure across asset classes, value disciplined decision-making over tactical trading, and comfortable with a long-term approach capital management.
This is a PMS Investment Approach. Performance-related information is not verified by SEBI. Past performance is not indicative of future results. Investments are subject to market risks.