1. Asset Class
Asset Class Selection ( Equity : Debt ; Equity : Debt : Gold )
India’s exclusive Analytics Platform & first Custom-made AI for Guidance on Allocation , Review & Re-balancing.
- 99.9% Probability that it will improve your existing research framework on Both Parameter : Risk control & Return Optimization across Investor profile.
- 99.9% probability that it will out-perform Entire wealth intermediaries on 5 Year rolling basis.
Category & Sub-category Allocation %
Exit Strategy in Un-Favorable zone
Re-balancing Frequency
Customisable Investor Profiles
Style / Factor Selection
Global Allocation & Sectoral Selection Alerts
Category & Sub-category Allocation %
Exit Strategy in Un-Favorable zone
Re-balancing Frequency
Customisable Investor Profiles
Style / Factor Selection
Global Allocation & Sectoral Selection Alerts
Our AI Platform
Why Choose Us?
1.
Category & Sub-Category Focus.
Different Category works at different part of cycle and zone. We are India’s first research platform which focuses on category and sub-category selection.
2.
Leaving Narrative Behind
Perform risk-profiling of Asset class and gives Capital allocation guidance across Core Categories / Sectoral / Global and Style/Factor through structured framework and system rather than based on Narrative or Gut.
3.
Data - Science Based Algorithm
One can re-structure their existing framework/system to next level and can elevate their internal research process to by using our un-biased advanced algorithm.
Platform Key Utility
Mulyankan : Core Allocation Deliverables :
One can take informed decisions for Fresh purchases / Existing asset rebalancing / Regular Income ( SWP ) / SIP on following areas :
Select the Investor Profile & Mode
Lumsum
Select the Investor Profile & Mode
For Regular Income / SWP
Flexibility to Choose frequency of Re-balancing :
Our machine is trained to cater both set of Advisor :
A. Set of Advisor who focus on reducing Tax out-go : Only focus on favorable zone of category and sub-category across asset classes. Will never Re-Adjust Existing asset but will stop taking fresh purchase at un-favorable zone.
B. Who is focusing on un-favorable zone too for reducing position/risk with a flexibility to choose frequency of re-balancing (Limited or Minimalistic ).
- Minimalistic – 5-7 times in entire investment journey say 15 year.
- Limited – 10-12 times in entire investment journey say 15 year.
- Active – 18 + times in entire investment journey say 15 year.
Select Investor Profile & Mode
SIP
Cover Specific Guidance : Lumsum Or STP
- When to go For Lumsum ? In which Category & Sub-category ?
- When To Start STP and When To Stop STOP STP + Switch fully
Fund Selection across Categories
- We also provide tool for Advisor Seeking a Second Opinion on Fund Filtration across category.
- Fund filtration is NOT OUR Primary expertise. This is additional handholding service.
Mulyankan : Core allocation Deliverables
How We Do It ?
We strongly believe that studying Band theory of Valuation made based on Past data does not work.
We Provide Data-Science based Framework and Algorithm which study Valuation + Business cycle and help us to assess “ Where are We standing “ in the cycle with the below mentioned methodology.
Core Allocation Dashboards:
1. Valuation Cycle Workbook :
30 + Worksheets
2. Business Cycle Workbook :
15 + Worksheets
3. Sub-Allocation Workbook :
10 + Worksheets
Each Workbook is Divided into 3 Sections :
Section 1 : Input , Scores & Analytics : Green Colour of each dashboard.
Input : Time – Tested Metrics
One – stop centralized platform for 20 + Important Metrics spanning across 3 algo workbooks. Historical data ranging from 23 to 28 year.
Scores : Derived Values of above Input
Algo-based system decode above metrics into common language ( Scores ) so that even a layman can understand. Score of the same stats of the same metrics can be different across time-frame.
Analytics :
Action Zone based on score.
Section 2
Detailed Study : Orange colour of each dashboard.
A detailed study on specific action has been transparently disclosed across market phases with back-tested results. One will have complete picture on underlying rationale for action and clarity on understanding the outcome.
Section 3
Summary : Blue colour of each dashboard
01
We provide a Unified score at Summary section in the name of Distilled Score. Ready reckoner provided for Advisor looking for limited action/Less rebalancing.
02
Specific ratio for capital allocation shared across cycles / Zone.
03
User can navigate according to desired month and year for quick access to current and historical action plan.
MARINA – Machine Assisted Risk and return integrated Navigation Algorithm
India’s first tool for Style section.
Key Utility :
MARINA : How We Do It ?
Through MARINA WORKBOOK.
We provide, Machine assisted algorithm which on the basis of Current Score tell :
- Style/Factor selection and Allocation %
- When to Exit or Rotate any Style
One can see the summary of action across cycle/zone.
One can select Year, for detailed return and drawdown analysis based on action taken.
One will have access to detailed Fund quants based on STYLE , GLOBAL & DOMESTIC THEMATIC. Asset allocation pattern for hybrid funds across time frame is provided for detailed analysis.
Satellite Workbook for Tactical Allocation : Global & Domestic Thematic
How we do it ?
Through Global and Domestic Thematic Workbook.
We provide analytics specifically for US valuations to our users. For other markets, we internally monitor them using standard valuation measures. When those markets enter an affordable range, we generate buy calls supported by clear reasoning.
We internally assess sector valuations and alert users when there’s a favorable margin of safety. We totally follow counter–cyclical approach. 1 to 10 sector ranking is provided in Summary section.
Know More About Mulyankan Gurukul
Our Delivery Process :
Cloud based platform : We do our back-end work in various AI/Machine Learning tools and Export all the data and analytics into MS Excel format with graphical visualization, which is widely used among the fraternity. To enhance user experience, the Navigation panel on the Home page is given with the description and functionality of each Worksheet. Ready reckoners and User manuals are provided for smooth navigation, utilizing the platform, and harnessing the features effectively. Important Note : Our cloud based platform will be updated on a Fortnightly & Monthly basis.
Mulyankan Gurukul
Plan & Pricing Details
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Mulyankan Core Allocation Dashboards
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Master Summary Workbook
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Core Allocation Dashboards
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Master Summary Workbook
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MARINA
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Core Allocation Dashboards
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Master Summary Workbook
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MARINA
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Satellite Allocation Workbook
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ABOUT US
India’s exclusive Analytics Platform & Custom Made Gpt to elevate Advisor capital allocation framework and performance to next level.
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ABOUT US
India’s exclusive Analytics Platform & Custom Made Gpt to elevate Advisor capital allocation framework and performance to next level.
QUICK LINKS
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ABOUT US
India’s exclusive Analytics Platform & Custom Made Gpt to elevate Advisor capital allocation framework and performance to next level.
QUICK LINKS
QUICK LINKS
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