Our Funds

Our funds serve as the building blocks of a diversified portfolio. Whether you’re creating a portfolio for the first time or an investment expert, we enable you to spend more time on the things that matter.

 2-Horse

  New

Invest & win the race by riding on both call & put. Invest in neutral option strategy that involves simultaneously buying both call and put option at the same premium price when the direction of the change is uncertain.

 Smart

Maximize your wealth by investing for your financial future. Why rely on a fund manager when you can manage your finances with us? Start setting up your SIP's with us today and manage your portfolio with your own hands.

 Arc

A profitable trading method that aims to capture short to medium term gains in a stock over a period of time. Arc focuses on profiting off changing trends in price action over relatively short timeframes. supplement a short-term investment strategy

 Value

Leverage the volatility with mispriced stock opportunities. Invest in mispriced stocks that have a potential to return back to their actual value within a short span of time giving a huge portfolio growth potential.

 Funda

Invest & keep doing what you love. Create a portfolio ideal for your future. We make investing seem simple when it really isn't. Everyone’s investment goals, values and strategies are different, But our strategy works for every goals.

 Vital

Technical strategy that will help you to pick out and exploit the best opportunities. Technical Investment are not one-size-fits-all, We make it simple with our best fit strategy for all which identifies specific market conditions and price levels.

 Stream

Stream diversifies long-term wealth. Bet a investment on business decisions, their future goals, and economic expansion? Niveshartha has a plan that will work for you. Strategy that De-code the corporate actions.

Niveshartha Fund returns are calculated on unit price movement assuming distributions are reinvested after fees, but before applicable PIE tax. Performance since inception is annualised.

FundCap2 Weeks4 Weeks6 WeeksSince inceptions

2-HorseOptions---24%

SmartSmall Cap10.97%20.38%27.76%54.89%
Mid Cap6.34%10.49%11.75%23.56%
Large Cap4.70%7.57%8.75%16.37%

ArcCash---15.00%
Future---56.68%
Options---35.29%

ValueValue7.89%20.54%27.63%40.62%

FundaSmall Cap16.43%29.55%43.77%70.72%
Mid Cap12.43%19.25%12.40%28.97%
Large Cap5.96%13.94%20.40%28.81%

VitalSmall Cap19.27%23.51%-42.14%
Mid Cap7.11%10.33%-18.39%
Large Cap6.88%9.00%-17.54%

StreamSplit---70.33%
Bonus---53.42%
Revoke---62.44%
Acquisition---27.26%
IPO Lock In Period---21.60%

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.



Invest & win the race by riding on both call & put. Invest in neutral option strategy that involves simultaneously buying both call and put option at the same premium price when the direction of the change is uncertain.

Charges (Inc. GST)


CompanyEntry DateGain/Loss %Position Closed
BPCL 29-Jun-23 CE 372.5 & PE 352.508-Jun-2320.28 %1 days
GRASIM 29-Jun-23 CE 1780 & PE 166001-Jun-2317.27 %5 days
ONGC 29-Jun-23 CE168 & PE15801-Jun-2316.13 %6 days
WIPRO 29-Jun-23 CE410 & PE38013-Jun-2316.25 %1 days
TATA STEEL 29-Jun-23 CE 111 & PE 10301-Jun-2313.04 %6 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Why rely on a fund manager when you can manage your finances with us? Start setting up SIPs today to improve your portfolio with actual returns. A strategy that is more effective than a mutual fund. Invest with today with SMART strategy and manage your funds with us.

Small Cap   
Mid Cap   
Large Cap   
All in one   

Charges(Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
MANAKSIARs. 78Jan-19-2379.48 %14 days
STERTOOLSRs. 241Dec-26-2261.82 %39 days
SURYAROSNIRs. 460Dec-26-2245.43 %37 days
SERARs. 198Jan-02-2353.03 %28 days
PNCINFRARs. 265Dec-22-2232.07 %42 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Invest with ARC, A profitable trading method that aims to capture short- to medium-term gains in a stock over a period of time ranging from day to weeks. Arc strategy functions on Swing trading principle falls between day trading and trend trading on a continuum. Ideal for investors looking to get short term returns on their investment.

Cash   
Future   
Options   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
TECHM 29-Jun-23 PE 1080Rs. 4005-Jun-2327.50 %1 days
CANFINHOME 27-Jul-23 CE760Rs. 4127-Jun-2324.39 %1 days
LT 27-Jul-23 CE 2420Rs. 7830-Jun-2320.51 %0 days
NTPC 29-Jun-23Rs. 17707-Jun-2317.65 %1 days
TATA MOTORS 29-Jun-23Rs. 53501-Jun-2318.41 %6 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Leverage the volatility of stocks with mispriced opportunities. An investment solution that uses the VALUE strategy, actively seeks to produce significant returns based on mispriced stock opportunities. Ideal for investors looking to get a good return on their investment.

Charges (Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
ISMTLTDRs. 47Dec-23-2253.19 %42 days
ACIRs. 492Dec-26-2237.19 %42 days
JINDALSAWRs. 90Dec-23-2249.11 %45 days
NEWGENRs. 350Dec-23-2229.71 %45 days
LANDMARKRs. 463Dec-30-2233.90 %38 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


An evergreen Long term Investing strategy that specially works for you. An Investment solution based on Funda strategy that actively works on Fundamentals of stocks actively seeks to produce significant returns based on company economics opportunities. Ideal for investors looking to get long term returns on their investment.

Small Cap   
Mid Cap   
Large Cap   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
MKVENTURESRs. 849Dec-15-22100.23 %49 days
CLARARs. 126Dec-07-22101.58 %57 days
YASHINNORs. 29Nov-30-2262.06 %65 days
RAJESHEXPORs. 636Dec-23-2247.79 %42 days
JSLRs. 179Dec-05-2241.89 %28 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Invest with Vital, a successful long term technical driven strategy. An Investment solution based on VITAL strategy that actively aims to generate high returns based on technicals of the stocks. ideal for the Investors seeking good returns form the market

Small Cap   
Mid Cap   
Large Cap   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
JAYBARMARURs. 23214-Jun-2325.00 %14 days
HEGRs. 134012-Jun-2329.85 %9 days
L&T FHRs. 10712-Jun-2317.76 %7 days
HDFC AMCRs. 190019-Jun-2323.16 %11 days
HIMATSEIDERs. 10102-Jun-2318.81 %18 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.

 Stream

What You Get

Invest in the core or shoot for the Moon! Invest with STREAM and bet a investment on business decisions, their future goals, and economic expansion. Strategy that De-code the corporate actions. Ideal for investors looking to get short term returns on their investment.

Charges (Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
ARVSMARTRs. 16218-Jul-22112.96 %182 days
HNDFDSRs. 430Aug-25-2272.09 %102 days
FINPIPERs. 143Apr-15-2167.83 %174 days
AVANTELSFRs. 275Sep-05-2272.00 %65 days
VBLRs. 752Jun-20-2287.50 %172 days
SCHAEFFLERRs. 1764Feb-08-22125.06 %219 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Welcome Offer
Try starter subscription for just Rs.999/- only.

Hurry Up! offer valid for
just 7 days

Exclusive Offer
Avail combo services and get up to 20% discount
CouponCOMBO20

Invest & win the race by riding on both call & put. Invest in neutral option strategy that involves simultaneously buying both call and put option at the same premium price when the direction of the change is uncertain.

Charges (Inc. GST)


CompanyEntry DateGain/Loss %Position Closed
BPCL 29-Jun-23 CE 372.5 & PE 352.508-Jun-2320.28 %1 days
GRASIM 29-Jun-23 CE 1780 & PE 166001-Jun-2317.27 %5 days
ONGC 29-Jun-23 CE168 & PE15801-Jun-2316.13 %6 days
WIPRO 29-Jun-23 CE410 & PE38013-Jun-2316.25 %1 days
TATA STEEL 29-Jun-23 CE 111 & PE 10301-Jun-2313.04 %6 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Welcome Offer
Try starter subscription for just Rs.999/- only.

Hurry Up! offer valid for
just 7 days

Exclusive Offer
Avail combo services and get up to 20% discount
CouponCOMBO20

Why rely on a fund manager when you can manage your finances with us? Start setting up SIPs today to improve your portfolio with actual returns. A strategy that is more effective than a mutual fund. Invest with today with SMART strategy and manage your funds with us.

Small Cap   
Mid Cap   
Large Cap   
All in one   

Charges(Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
MANAKSIARs. 78Jan-19-2379.48 %14 days
STERTOOLSRs. 241Dec-26-2261.82 %39 days
SURYAROSNIRs. 460Dec-26-2245.43 %37 days
SERARs. 198Jan-02-2353.03 %28 days
PNCINFRARs. 265Dec-22-2232.07 %42 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Invest with ARC, A profitable trading method that aims to capture short- to medium-term gains in a stock over a period of time ranging from day to weeks. Arc strategy functions on Swing trading principle falls between day trading and trend trading on a continuum. Ideal for investors looking to get short term returns on their investment.

Cash   
Future   
Options   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
TECHM 29-Jun-23 PE 1080Rs. 4005-Jun-2327.50 %1 days
CANFINHOME 27-Jul-23 CE760Rs. 4127-Jun-2324.39 %1 days
LT 27-Jul-23 CE 2420Rs. 7830-Jun-2320.51 %0 days
NTPC 29-Jun-23Rs. 17707-Jun-2317.65 %1 days
TATA MOTORS 29-Jun-23Rs. 53501-Jun-2318.41 %6 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Leverage the volatility of stocks with mispriced opportunities. An investment solution that uses the VALUE strategy, actively seeks to produce significant returns based on mispriced stock opportunities. Ideal for investors looking to get a good return on their investment.

Charges (Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
ISMTLTDRs. 47Dec-23-2253.19 %42 days
ACIRs. 492Dec-26-2237.19 %42 days
JINDALSAWRs. 90Dec-23-2249.11 %45 days
NEWGENRs. 350Dec-23-2229.71 %45 days
LANDMARKRs. 463Dec-30-2233.90 %38 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


An evergreen Long term Investing strategy that specially works for you. An Investment solution based on Funda strategy that actively works on Fundamentals of stocks actively seeks to produce significant returns based on company economics opportunities. Ideal for investors looking to get long term returns on their investment.

Small Cap   
Mid Cap   
Large Cap   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
MKVENTURESRs. 849Dec-15-22100.23 %49 days
CLARARs. 126Dec-07-22101.58 %57 days
YASHINNORs. 29Nov-30-2262.06 %65 days
RAJESHEXPORs. 636Dec-23-2247.79 %42 days
JSLRs. 179Dec-05-2241.89 %28 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.


Invest with Vital, a successful long term technical driven strategy. An Investment solution based on VITAL strategy that actively aims to generate high returns based on technicals of the stocks. ideal for the Investors seeking good returns form the market

Small Cap   
Mid Cap   
Large Cap   
All in one   

CompanyEntry PriceEntry DateGain/Loss %Position Closed
JAYBARMARURs. 23214-Jun-2325.00 %14 days
HEGRs. 134012-Jun-2329.85 %9 days
L&T FHRs. 10712-Jun-2317.76 %7 days
HDFC AMCRs. 190019-Jun-2323.16 %11 days
HIMATSEIDERs. 10102-Jun-2318.81 %18 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.

 Stream

What You Get

Invest in the core or shoot for the Moon! Invest with STREAM and bet a investment on business decisions, their future goals, and economic expansion. Strategy that De-code the corporate actions. Ideal for investors looking to get short term returns on their investment.

Charges (Inc. GST)


CompanyEntry PriceEntry DateGain/Loss %Position Closed
ARVSMARTRs. 16218-Jul-22112.96 %182 days
HNDFDSRs. 430Aug-25-2272.09 %102 days
FINPIPERs. 143Apr-15-2167.83 %174 days
AVANTELSFRs. 275Sep-05-2272.00 %65 days
VBLRs. 752Jun-20-2287.50 %172 days
SCHAEFFLERRs. 1764Feb-08-22125.06 %219 days

*Disclaimer: "The securities quoted are for illustration only and are not recommendatory"

*Note: The past performance is not an indicator of future performance.

This is what our clients say about us..

Have a Question ?

Our product, Smart, uses technical analysis methods such as momentum, earnings growth, relative strength, and market trends to filter stocks. This helps us to assist you in creating a stronger and more effective investment portfolio for your future.
We carefully analyze each of these factors to identify stocks that are likely to perform well and meet your investment objectives. With Smart, you can feel confident in our ability to help you make informed investment decisions based on reliable and accurate technical analysis.

Our usual approach involves analyzing undervalued stocks that have the potential to increase in value in the future. We use a variety of fundamental criteria, such as P/E ratio and abnormal strength, to filter and identify stocks that meet these criteria. By carefully evaluating these factors, we aim to help our clients make informed investment decisions and build a stronger, more profitable portfolio over time.

Funda involves a meticulous and thoughtful approach to selecting stocks based on fundamental data, including factors such as cash flow, balance sheet analysis, earnings momentum, and capital structure. We take these aspects into consideration when analyzing and choosing stocks for investment, in order to help our clients make informed and effective investment decisions.

In Vital, we carefully select stocks based on a variety of factors, including volume, industry ranking, market leadership, and defensive stocks. By taking these factors into account, we aim to identify and recommend stocks that are likely to perform well and meet our clients' investment objectives. Our approach is focused on providing our clients with a strong and diverse portfolio that is well-positioned for long-term growth and success.

Here, we analyze stocks using technical indicators such as price action analysis and candlestick patterns. Through this analytical approach, we provide guidance to our clients on building a well-constructed and efficient investment portfolio. Our goal is to help our clients achieve long-term success and maximize their returns by carefully evaluating and selecting stocks based on technical factors that are likely to drive growth and profitability over time.

Stream, involves the careful selection and guidance of clients in relation to various corporate actions such as mergers, acquisitions, and splits. We strive to provide you with all the information you need to build a strong investment portfolio, and we keep a record of all relevant information that could be beneficial for improving your portfolio.

Must Read

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Start investing today, for a better tomorrow

If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.

Start investing today, for a better tomorrow

If you’d like to talk to our executive kindly call us on +91 8884014014 during 9 am - 5 pm weekdays.