A quantitative momentum strategy that allocates 80% to the strongest 20 stocks in the Indian market, selected by a proprietary ranking engine on risk-adjusted performance, volatility, and trend durability — with the remaining 20% held in defensive dry-powder assets (debt, gold, REITs). The portfolio rebalances weekly or monthly to stay aligned with market leadership while the defensive sleeve limits drawdowns in corrections.
A focused, 15–20 stock portfolio built around Special Situations — spin-offs, open offers, restructurings, and management-driven capital allocation changes — combined with GARP (Growth at Reasonable Price) discipline. Catalyst maps guide entries and exits, while forensic accounting screens on related-party disclosures, working capital, and ROCE/FCF quality guard against value traps.
**This track record claim relates to the same MWM and MWV strategies run as a model portfolio under Mystic Wealth's prior SEBI Research Analyst (INH000009056) and Registered Investment Adviser (INA000010539) registrations via smallcase, 2017–2025 — before the strategies moved to the current GoldStandard Wealth PMS structure. It is unaudited, self-reported, and predates the PMS track record. Past performance, under this or any structure, is not indicative of future returns.
Fee structure (1.6% fixed, no performance fee) and inception date (1 January 2026) apply identically to both MWM and MWV. Performance/returns figures beyond the track record claim above should still be sourced from the current APMI/SEBI-compliant disclosure document.
Both strategies are managed under GoldStandard Wealth Private Limited (SEBI PMS Reg. No. INP000009171), registered office B 508, Naman Midtown, Senapati Bapat Marg, Prabhadevi, Mumbai 400013.
Mystic Wealth's principals also run INFLO, providing mutual fund distribution and solutions alongside partner Varenya.
| Service | Provided through | Details |
|---|---|---|
| Mutual fund distribution | INFLO (AMFI ARN-334878) | General distribution across major fund categories — equity, debt, and hybrid |
| Portfolio advisory | Mystic Wealth | Distribution-only; no advisory services offered |