About Company
Eterna Wealth Advisors
Eterna Wealth Advisors is an institutional-grade asset management and multi-family office advisory firm specializing in advanced public market strategies and alternative investment frameworks. Managing extensive capital for prominent corporate houses, family offices, and tech founders, the firm prides itself on its robust quantitative research desk and institutional compliance infrastructure. Eterna Wealth Advisors focuses on delivering steady, compounded wealth preservation by building sophisticated investment portfolios tailored to survive complex global macroeconomic shifts.
Fund Snapshot
| Attribute | Details |
| Regulatory Status | Registered with SEBI as a Category III AIF |
| SEBI Registration No. | IN/AIF3/25-26/2107 |
| Fund Size / Target Corpus | ₹1,200 Crore (with a green-shoe option of ₹400 Crore) |
| Target Deal Stages | Listed Equities, Public Derivatives, and Pre-IPO Blocks |
| Minimum Investment | ₹1 Crore (Statutory Minimum for Indian AIFs) |
| Primary Focus Sectors | Multi-Sector (Banking, Consumption, Tech, Pharmaceuticals) |
Fund Purpose
The Eterna Absolute Return Fund is structured as a Category III Alternative Investment Fund designed to achieve consistent capital appreciation across volatile market cycles. By blending active fundamental long-term equity investing with tactical derivative hedging and quantitative trading mechanisms, the fund seeks to generate positive risk-adjusted alpha independent of broader benchmark directions. The fund serves as an ideal diversification tool for institutional treasuries and ultra-high-net-worth portfolios looking to limit downside drawdown during major equity market corrections.
Fund Philosophy
1. Multi-Strategy Dynamic Allocation
We do not rely on a single market condition to deliver alpha. The fund dynamically adjusts its posture between long-only equity strategies, pairs trading, and structural arbitrage setups based on underlying volatility indexes and macroeconomic data indicators.
2. Rigorous Hedging Architecture
We utilize liquid exchange-traded derivatives to protect investor capital from abrupt systemic shocks. By maintaining optimized short positions and options overlays, we actively limit downside volatility during market downturns while keeping upside participation paths clear.
3. High-Conviction Structural Moats
Our core long portfolio focuses exclusively on high-liquidity corporate leaders displaying strong cash-flow generation and uncompromised corporate governance. We target industries with long-term secular growth trends where dominant market share drives consistent pricing power.
4. Advanced Quantitative Risk Management
Every allocation undergoes real-time statistical risk stress testing to monitor liquidity constraints and intra-day drawdowns. We maintain hard limits on individual sector concentration and single-stock exposure to insulate the trust configuration from unexpected black-swan events.
5. Opportunistic Pre-IPO Structuring
We selectively capture late-stage pre-IPO blocks and corporate primary market allocations where a clear public-listing event timeline exists within 12 to 18 months. This bridge allocation provides the fund with deeply discounted entry multiples relative to listed peers.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rajesh Vardhan
Rajesh Vardhan serves as the Chief Investment Officer at Eterna Wealth Advisors, steering the firm's Category III strategies with over 19 years of institutional asset management and proprietary trading desk experience. Prior to anchoring this trust structure, he spent a decade managing absolute return mandates and thematic public equity funds at top-tier global investment firms. Rajesh holds an advanced degree in Financial Engineering and is widely recognized across Indian capital markets for his expertise in quantitative derivatives pricing, macroeconomic trend modeling, and systematic risk management.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The fund is fully registered with the Securities and Exchange Board of India (SEBI) as a Category III Alternative Investment Fund (AIF) under the official regulatory registration license number IN/AIF3/25-26/2107.
Unlike Category II structures that focus mainly on unlisted private equity or debt, a Category III AIF primarily trades in public equities and listed derivatives, and it is legally permitted to utilize leverage and complex hedging strategies.
The fund operates under an open-ended or periodic-interval framework, allowing investors structured exit windows on a quarterly or semi-annual basis, subject to a designated initial lock-in period from capital deployment.
Yes, the fund strategically employs leverage through derivative markets to optimize structural arbitrage and long-short positions, adhering strictly to the maximum exposure limits mandated under current SEBI regulations.
Investors receive comprehensive monthly factsheets detailing net asset value (NAV) performance, underlying sector allocations, gross and net market exposures, and explicit risk-metric breakdowns compiled by our independent custodian.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.