A Disciplined Multi-Asset Strategy
A SEBI-registered Portfolio Management Service 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.
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
Markets do not move in straight lines. Asset classes fall in and out of favour, correlations change, and risks emerge in unexpected ways.
The Multi-Activa Strategy is designed to acknowledge this reality.
By maintaining flexibility across asset classes and adjusting allocations as conditions evolve, the strategy seeks to balance participation with protection — without excessive dependence on any single market narrative or timing call.
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 November 2025, the Vallum India Multi-Activa Strategy has delivered a time-weighted return of approximately 20.4% since inception, compared to approximately 9.4% for its benchmark, net of fees.
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.