Estee PMS | PortFolio Management Services

Use Power Of Systematic Investing
To Build Wealth

ESTEE's Quant PMS

ESTEE's Portfolio Management Services

10,000+

Trusted by 10,000+ Clients

1500+ Cr

Assets under management

13+ Years

Of consistent performances

Get To Know More:

Our Products

Long Alpha - Quant PMS

Long Alpha is a multi-factor equity quant PMS launched in 2018 that aims to consistently outperform the benchmark equity index while maintaining low volatility.

34%

Long Alpha vs ~18% BSE 500*

Selects Stocks

from BSE 500 universe

Lower Volatility

than BSE 500 Index

Since revamp 2019 *

DOWNLOAD FACTSHEET

DOWNLOAD FACTSHEET

Long Alpha - Return Comparisons

Long Alpha is quantitatively managed strategy that implements a rule-based trading model to remove human subjectivity. It is a flexi cap fund that allocates amongst Large Cap, Mid Cap and Small Cap from the BSE 500 Investible universe. The quant strategy offers the following that differentiates itself.

Free from human bias

Covers and processes wide breadth of data to construct portfolio.

Employs 130 + micro strategies from Fundamental, Technical and Macro factors

No Exit Load and No Entry Load

I Alpha - Arbitrage Fund

I-Alpha is Estee's Market Neutral Arbitrage product which aims to deliver consistent returns while maintaining nearly zero market exposure.

Estee's algorithm identifies mispricing between various market instruments at any given point of time and takes hedged positions to capture the pricing differences. The strategy generates stable and consistent returns without taking any directional bets. Estee employs a 3 tier risk management system at a Fund level, Strategy Level and Operational level.

~11.7%

CAGR

ZERO

Negative months since Inception

Entry Load or Exit Load

DOWNLOAD FACTSHEET

DOWNLOAD FACTSHEET

Why Estee?

Estee is a quant and analytics driven firm that was founded in 2008 when algorithmic trading was permitted by SEBI in India.

Estee mastered the art of applying quant to investment approach and pioneered algorithmic investment products.

Successful track record of 5+ years.

Delivered 34.5% of annualised returns in the current strategy.

Lower volatility as compared to BSE 500 Index

Meet Estee Team

Mr. Sandeep Tyagi

Founder & CEO

Mr. Sandeep Tyagi has 30+ years of experience in portfolio management, analytics, and consulting. He pursued Bachelors in Technology from IIT Delhi (1986-90) and MBA from Columbia Business School(1993-94). He is also a CQF from London. Prior to Estee, Mr. Tyagi founded a consulting and analytics firm - Inductis - in 2000, which was later acquired by EXL.

What people say about us

My husband and I have been using Estee products since 2010. We have received regular updates and consistent returns especially with the I-Alpha product. The staff at Estee are extremely professional and we have found this to be the best and safest way to invest our money.

Vera and Ashutosh Garg

Delhi