Wealthy Nivesh’s Algo-Driven Staggered Investment Approach Outperforms Market Benchmarks During Global Downturn

WN’s Pioneer Basket has given 26.6% annualized returns as opposed to the benchmark return of 16.46%, generating an Alpha of 10.2%, as on fy’23 end over the last 3 years.

New Delhi: Wealthy Nivesh (WN) is an investment advisory firm run by IIT and ISB Alumni. The company’s algo driven staggered investment approach has managed to significantly outperform and protect the customer’s wealth when the markets across the globe took a major hit. 

The global financial crisis that began in late 2022 has had a significant impact on markets around the world. While many global indices experienced negative returns, Indian market proved to be remarkably resilient, delivering positive returns to investors for a period of time. However, even Indian markets eventually began to suffer. Despite the Indian markets down by 13% since December 11, 2022, WN’s investment approach allowed its investors to make a 2% absolute return in the same period, resulting in a 15% absolute alpha over the last 4 months.

The company's staggered investment approach in its pioneer all-cap basket allowed investors to take advantage of market volatility and interest rate fluctuations during the difficult FY2022-23. WN’s Pioneer Basket has given 26.6% annualized returns as opposed to the benchmark return of 16.46%, generating an Alpha of 10.2%, as on fy’23 end over the last 3 years.

Wealthy Nivesh selects its mutual funds and build portfolio baskets based on its in-house quantitative model followed by a thorough qualitative check. In its quantitative model, they analyze the fund manager’s skillset using multi-factor FAMA model. The model puts higher weightage to downward capture ratio and sortino ratio to reward funds which perform better in bearish markets. Quantitative Model is followed by a thorough qualitative check of fund management team, liquidity and quality of assets.

Wealthy Nivesh offers a range of curated mutual fund baskets for different customer needs, risk profile and investment horizon. The baskets have generated double-digit incremental returns (alpha) over their respective benchmarks, with higher Sharpe ratio indicating a better risk-return matrix. The team comes with a combined work experience of 20+ years in managing money for UHNIs and Institutions across India and UAE. The team boasts a strong pedigree, with founding team comprised of IIT Delhi, IIT Roorkee, and ISB Hyderabad Alumni.