Use Power Of Systematic
Investing
To Build Wealth

ESTEE's
Portfolio Management Services

Systematic investing is more objective and can be implemented in all market conditions.The approach helps investors stick to plan even in challenging markets.

₹ 500 Cr.
Assests Under Management


125+ Quant
& Tech. Professionals


13+ Years
Of Consistent Performance

We are big enough to deliver and small enough to care

Looking for Investment Solutions?


As per SEBI guideLines, minimum investment required is of ₹50 Lakhs

₹ 500 Cr.
Assests Under Management

125+ Quant
& Tech. Professionals

13+ Years
Of Consistent Performance

We are big enough to deliver and small enough to care

Our Products

Systematic investing is more objective and can be implemented in all market conditions.The approach helps investors stick to plan even in challenging markets.

Flagship Fund

Long Alpha
100% EQUITY

Long Alpha is a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low voilatility

Expected Returns
Nifty 50 + 5%

Active Returns (Annualized)
22.24%

Min. Investment
50 Lacs

Launch Date
May 2019

I-Alpha
ARB PMS PRODUCT

I-Alpha is Estee's market neutral arbitrage product which aims to deliver consistent returns while maintaining nearly zero maket exposure.

Expected Returns
FD + 2%

Active Returns (Annualized)
4.81%

Min. Investment
1 Crore

Launch Date
Sep 2009

Allocation Alpha
HYBRID PMS FUN (EQUITY + DEBT)

Allocation Alpha dynamically allocates capital between Indian equities, foreign equities and low-risk debt/ debt-like instruments.

Expected Returns
Crisil Hybrid Conservative + 4%

Active Returns (Annualized)
7.38%

Min. Investment
50 Lacs

Launch Date
Sep 2019

Enhanced Alpha
CAT 3 AIF

Estee Enhanced Alpha Fund is a quant-driven multi-strategy fund that combine a systematic long-only portfolio with a market neutral allocation focused on Indian capital markets.

Expected Returns
Crisil Hybrid Conservative + 4%

Active Returns (Annualized)
13.75%

Min. Investment
1 Crore

Launch Date
Sep 2018

Active Return = Excess Return over Benchmark

Fee Plans

Fixed Fee

Performance Linked

Hybrid Plan

The details about each product's fee plan are provided in detailed Brochure. We have discounts available for a limited duration, please get it touch with us to discuss the same.

Gulaq smallcase Portfolios

Gulaq is a retail investment advisory arm of Estee Advisors. Gulaq offers stock-based investment portfolios on smallcase. If you are looking to invest less than 50 Lakhs, we would recommend exploring Gulaq portfolios.

Launched in
2020

CAGR
52%

Served
2000+ investors

Learn More →

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 apporoach and pioneered algorithmic investment products.

  •  Pioneers in quant investing in India
  •  Strong performance track record
  •  Trusted by 2000+ Clients-(PMS & Investment advisory)

MR. SANDEEP TYAGI
Founder & CEO

Mr. Sandeep Tyagi has 30+ years of experience in portfolio management, analytics, and consuting.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

When I invested in Estee I was a bit scared because there was a clause which said subject to stock market conditions. But after 2 years I was happy with the growth and more importantly I was happy with their honesty. Great place to entrust your savings. Would recommend to anybody without hesitation

- Mr Mahadevan

I started investing in Esteeā€™s products from 2020. I was looking for safe products to park my money and came across thei I-Alpha product. Apart from the returns which have been impressive, I am impressed by their professionalism

- Gautam Pande

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  • As per SEBI guideLines, minimum investment required is of ₹50 Lakhs

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