Insitutional Member
of the year award 2019
Investors Choice Award,
Eurekahedge (Finalist)
Insitutional Member
of the year award 2019
Investors Choice Award,
Eurekahedge (Finalist)
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
₹ 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
Systematic investing is more objective and can be implemented in all market conditions.The approach helps investors stick to plan even in challenging markets.
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)
25.27%
Min. Investment
50 Lacs
Launch Date
May 2019
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)
4.83%
Min. Investment
1 Crore
Launch Date
Sep 2009
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)
8.02%
Min. Investment
50 Lacs
Launch Date
Sep 2019
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)
14.70%
Min. Investment
1 Crore
Launch Date
Sep 2018
Active Return = Excess Return over Benchmark
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 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
58%
Served
2000+ investors
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.
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.
As per SEBI guideLines, minimum investment required is of ₹50 Lakhs