Portfolio Management Services
Alchemy Ascent
Flexi-Cap Strategy
Alchemy Ascent aims to generate long term risk adjusted returns It is a data-intensive, research-driven strategy that applies an objective, multi-parameter framework to equity investing across market capitalisations. Companies are evaluated across four dimensions — growth, valuation, quality of earnings, and balance sheet health. The strategy has demonstrated an ability to pick winning sectors & stocks before the trend gets visible and has a disciplined risk management built in.
Strategy Snapshot
-
Category
Equity Diversified
-
Investment Universe
Flexicap Growth
-
Management Style
Quant
-
Structure
Separate Managed Account
-
Benchmark - Primary
BSE 500 TRI
-
Launch Date
3rd September, 2019
-
Indicative Tenure
3-5 Years
-
Minimum Investment
INR 50 Lakhs
-
Risk Appetite
High Risk
-
Portfolio Allocation
Upto 100% in Equity
All product/investment approaches attract various kinds of risks. Please read the relevant Disclosure Document/Client Agreement carefully before investing.
Why Alchemy Ascent ?
Investment decisions are driven by rules, removing emotional biases such as greed, fear, and hope.
Built on a back-tested framework for over 21 years across multiple market cycles.
Actively adjusts capital allocation, moving to creating cash when risk-reward is unfavourable.
An algorithm-based systematic process that scans a broad universe daily.
Fund Managers
Alok Agarwal
Deputy Chief Investment Officer (CIO)
Alok Agarwal has over two decades of experience in Indian equities and public markets, with a strong focus on equity research and fund management. He joined Alchemy in 2022 and brings a process-driven approach anchored in the eQGP (Environment–Quality–Growth–Price) framework. Prior to this, he managed flagship domestic and offshore mandates at PGIM India AMC and has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, and E-nxt Financials Ltd. An avid marathoner, Alok is a CA, CFA, and CMT charterholder, and holds master’s degrees in commerce and finance.
Deven Ved
Co-Fund Manager, Quant
Deven has nearly two decades of diverse business experience in financial programming and modelling, program management, shareholder reporting, and consulting. In his previous role at HDFC Ergo General Insurance, he spearheaded the launch of an automated underwriting rule engine, enabling instantaneous policy issuance. Deven’s professional experience also includes working with financial institutions like Bharti AXA, Tata AIA Life and Deloitte Consulting. He is highly analytical in his approach and holds a Post Graduate Diploma in Actuarial Science and a Bachelor of Science degree in Statistics from St. Xavier’s College, Mumbai.
What is Alchemy Ascent?
Alchemy Ascent endeavours to provide a "high alpha" investment strategy which builds portfolios to deliver consistent outperformance over the long term, using an objective, back-tested, and data-driven approach devoid of any biases.
How do I sign up for a PMS account with Alchemy Capital?
You can fill out the form on www.alchemycapital.com. Our representatives will connect with you and guide you through the process.
How do I access my PMS account?
You can access your PMS account by logging into Alchemy's client portal on our website, or through Alchemy's Mobile Application, 'Alchemy Capital Management', available on Android Play Store and Apple App Store.
Is Portfolio Management Services (PMS) regulated?
Yes. Portfolio Management Services (PMS) in India are regulated by the Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020, as amended from time to time.
Only entities registered with SEBI as Portfolio Managers are permitted to offer PMS in India.
Explore Alchemy Ascent
Explore how Alchemy Ascent can fit into your long-term allocation framework.
