Fund Snapshot

Particulars	Details
Product Type	Non-Discretionary Portfolio Management Services (NDPMS)
Investment Style	Research-Driven Customized Portfolio Advisory
Decision Authority	Investor retains final decision-making control
Execution Style	Trades executed only after investor consent
Portfolio Structure	Customized portfolios aligned to investor objectives
Core Approach	Quant + Fundamental Research Integration
Target Investors	HNIs & Family Offices
Investment Focus	Alpha generation with risk-managed investing
Risk Management Style	Regime-aware and diversified portfolio construction
Research Coverage	300+ companies
Corporate Access	250+ corporates
Research Team Strength	50+ research professionals
Legacy	80+ years capital market experience

Fund Overview

PL ELEVATE NDPMS is a customized portfolio management framework where investors retain complete control over investment decisions while the portfolio manager provides research-backed recommendations and execution support. The strategy is designed for investors seeking:

• Transparency in portfolio actions
• Personalized portfolio construction
• Active monitoring and rebalancing
• Institutional-quality research access
• Flexible investment participation

The portfolio manager executes trades only after prior investor approval, making the structure highly suitable for HNIs and sophisticated investors who prefer involvement in investment decisions while benefiting from professional portfolio expertise.

Understanding NDPMS

Unlike discretionary portfolio management, NDPMS allows investors to stay directly involved in portfolio decisions.

Investor-Led Decision Making

The investor retains final authority over all investment actions while benefiting from professional research, market intelligence and portfolio recommendations.

Customized Portfolio Design

Portfolios are tailored according to:

• Return expectations
• Liquidity needs
• Risk appetite
• Market outlook

Efficient Execution & Reporting

The platform ensures seamless trade execution, reporting and compliance under SEBI-regulated norms.

Full Transparency & Flexibility

Every transaction is visible to the investor, eliminating concerns around hidden portfolio movements or discretionary actions.

Research-Backed Advisory

Investors gain access to institutional-quality investment research, sector insights and high-conviction ideas.

Collaborative Investment Partnership

The structure promotes a close working relationship between investor and portfolio manager for long-term wealth creation.

Why Choose PL?

Trusted Legacy of 80+ Years

PL has built a long-standing reputation in capital markets through disciplined investing, governance standards and market experience across multiple economic cycles.

Quantitative Edge

Advanced quantitative models help create objective, scalable and data-driven investment strategies.

Robust Research Team

A research ecosystem supported by 50+ professionals across:

• Sectors
• Macroeconomics
• Market strategy
• Company fundamentals

Cycle-Tested Experience

PL’s investment framework has navigated:

• Bull markets
• Market crashes
• Economic reforms
• Global uncertainty periods

Strong Investment Ideas

The platform has consistently generated actionable investment opportunities across changing market conditions.

Corporate Access

Direct engagement with 250+ corporates provides deeper strategic and business-level insights.

PL ELEVATE NDPMS – Bouquet of Services

Portfolio Restructuring

The strategy helps investors rebuild and optimize existing portfolios for:

• Better diversification
• Improved sector positioning
• Enhanced return potential

Active Monitoring & Rebalancing

Continuous portfolio tracking allows dynamic adjustments based on:

• Market shifts
• Sector behavior
• Risk conditions
• Valuation changes

Portfolio Creation

Fresh portfolios are designed according to:

• Return expectations
• Liquidity requirements
• Investor preferences
• Market opportunities

High-Conviction Ideas

Investors receive research-backed investment opportunities across:

• Stocks
• Sectors
• Themes
• Concentrated opportunities

Alpha-Focused Strategy

The portfolio approach aims to generate meaningful alpha through selective, conviction-led investing.

Personalized Risk Alignment

Every investment decision is mapped to the investor’s individual risk profile to balance downside protection and upside participation.

PL’s Quant Process: From Macro to Stock

Regime Identification Engine

The proprietary quant engine evaluates:

• Market sentiment
• Liquidity
• Volatility
• Valuations

The system classifies market environments into:

• Risk-On
• Risk-Off
• Defensive
• Aggressive phases

Factor-Based Filtering

Stocks are ranked using 12 proprietary factors. The factor importance dynamically changes according to market conditions. During Risk-On phases, the framework may emphasize:

• Momentum
• Beta
• Value

During Risk-Off environments, focus shifts toward:

• Quality
• Low volatility
• Dividend strength

Expert Oversight

The final investment output is reviewed by the investment committee to ensure:

• Macro alignment
• Portfolio conviction
• Practical market relevance

This creates a “Man + Machine” investment framework.

Regime Identification: Reading the Market’s Pulse

Macro & Liquidity Signals

The framework evaluates:

• Interest rate direction
• Global growth trends
• Systemic liquidity
• Economic cycle positioning

Technical Regime Indicators

Technical evaluation includes:

• RSI and MACD signals
• Price momentum
• Moving average crossovers
• Market breadth analysis

Contrarian & Risk Signals

The framework also tracks:

• Sentiment extremes
• Volatility spikes
• Defensive versus cyclical flows
• Risk-On/Risk-Off spreads

Sector & Rotation Trends

Sector leadership and factor rotation trends help identify changing market leadership patterns.

PL ELEVATE’s Fundamental Investing Philosophy

Future-Ready Leaders

The strategy prefers companies capable of shaping future economic growth through innovation, scalability and structural relevance.

Disciplined Valuation

The focus remains on buying quality growth businesses at reasonable valuations where earnings justify long-term compounding potential.

Selective Compounding

The portfolio remains concentrated in high-quality businesses capable of sustained value creation.

Opportunity in Inefficiency

The framework attempts to exploit market mispricing through disciplined research and behavioral patience.

Capital Allocation Excellence

Preference is given to management teams with strong capital allocation track records and execution discipline.

Profit Over Prediction

The strategy focuses on businesses capable of compounding earnings consistently rather than chasing short-term market trends.

Fundamental BRIDGE Framework

B – Business Model & Management

The framework evaluates:

• Business scalability
• Sustainability
• Management quality
• Strategic alignment with long-term industry trends

R – Returns & Profitability

The focus remains on:

• ROE and ROCE consistency
• Margin improvement
• Stable profitability
• Strong cash flows

I – Innovation & Growth

The framework identifies structural growth drivers through:

• Innovation
• Expansion
• Diversification
• Product differentiation

D – Drivers & Catalysts

The process tracks:

• Policy changes
• Corporate actions
• Cyclical inflection points
• Near-term business triggers

G – Grit & Contrarian Conviction

The strategy emphasizes research-backed ideas where differentiated views and early conviction may create long-term value.

E – Endurance & Risk

Preference is given to resilient businesses with:

• Strong balance sheets
• Diversified operations
• Adaptability
• Disciplined risk controls

Portfolio Construction Process

Information Ecosystem

The framework continuously analyzes:

• Corporate developments
• Financial data
• Market trends
• Industry shifts

Communication Analysis

The research process includes:

• Press releases
• Conference calls
• Analyst meets
• Peer comparison studies

Qualitative Evaluation

The management quality, governance standards and business integrity are continuously assessed.

Financial Assessment

Valuation and financial strength are evaluated using:

• P/E multiples
• EV/EBITDA
• Profitability metrics
• Cash flow analysis

Portfolio Construction

Portfolios are structured according to:

• Investor risk profile
• Return expectations
• Diversification needs

Periodic Review

Continuous portfolio reassessment and rebalancing are conducted based on changing market conditions and client requirements.

Risk Management Framework

Earnings Risk

The framework focuses on identifying companies where earnings are near cyclical lows but recovery potential remains strong.

Company Risk

Balance sheet strength and financial discipline help identify vulnerabilities early and reduce downside exposure.

Concentration Risk

Diversification across sectors and stocks aims to improve portfolio stability and long-term consistency.

Market Risk

The strategy emphasizes investment discipline instead of short-term market prediction, remaining focused on process and portfolio fundamentals.

Pricing Structure

Pricing Model	10–25 Cr	25–50 Cr	50–100 Cr	100 Cr+	200–500 Cr+
Fixed Fee Model	2.50% of AUM	2.00% of AUM	1.50% of AUM	1.00% of AUM	0.50% of AUM
Variable (No Fixed Fee, Carry Model)*	20% Carry	20% Carry	20% Carry	20% Carry	20% Carry
Hybrid (Fixed + Carry)	1.00% + 15% Carry	0.75% + 15% Carry	0.50% + 15% Carry	0.25% + 15% Carry	0.25% + 15% Carry
Variable-Alpha (Benchmark: Nifty 500)**	0.50% + 30% of Outperformance	30% of Outperformance	30% of Outperformance	30% of Outperformance	30% of Outperformance

Key Highlights

Parameter	Details
Investor Control	Investor retains final authority
Execution	Consent-based trade execution
Research Integration	Quant + Fundamental
Portfolio Type	Customized
Transparency	High
Risk Management	Multi-layered
Suitable Investors	HNIs & Family Offices
Advisory Nature	Research-driven

Looking to explore PL ELEVATE NDPMS in detail?

Access the complete performance report here.

Investments Made for You, Not Just the Market

Your money situation is different, and AltPort Funds ensures your investments fit. We don't just offer standard choices. We build plans based on your goals, timeline, and risk comfort. Whether you want your money to grow, stay safe, or just hold its value, every decision has a purpose. Our way of doing things makes sure your investments change as your life does, not just when the market moves. This helps you avoid overreacting and keeps your money plan focused. At AltPort Funds, doing things personally is what counts most.