EVERYTHING
EVERYWHERE
ALL AT ONCE
One Portfolio Solution Across All Asset Classes
Your entire investing journey—simplified into one modern portfolio.
Built for Modern Investors
A new-age wealth-tech platform to enable a unified investing experience across a
multi-asset portfolio.
Trusted by Investors
Every portfolio tells a story. Here's what our investors have to say after experiencing disciplined investing with Nifty Shloka.
“The difference between investing based on confusion or luck and investing with a disciplined strategy is peace of mind and consistently better outcomes. Nifty Shloka helped me approach equity investing with greater confidence and structure. Pehle istemal karo, phir vishwas karo.”
Anand Gupta
CEO, Vmansions India Pvt. Ltd.
“My portfolio finally feels structured and intentional. I spend far less time worrying about market movements than I used to. The clarity and discipline brought by Nifty Shloka have made investing a much more confident experience.”
Parth Agarwal
Investor
Why Nifty Shloka?
| Nifty Shloka | NIFTY 50 | Alpha | |
|---|---|---|---|
| Return (TWRR Annualised) | 13.9% | 8.5% | 64% |
| Risk (Max Drawdown) | -13.13% | -15.77% | 17% |
Return (TWRR Annualised)
Nifty Shloka
13.9%
NIFTY 50
8.5%
Alpha
75%
Risk (Max Drawdown)
Nifty Shloka
-13.13%
NIFTY 50
-15.77%
Alpha
17%
Latest Performance
Our Objective:
Maximize risk adjusted returns
Even through market volatility
Portfolio
STATISTICS
- Beta(0.31):
Portfolio volatility is ~65% lower than NIFTY → much less sensitive to market swings.
- Jensen's Alpha(6%):
Portfolio delivers strong positive excess returns above expected CAPM returns.
- Sharpe Ratio(0.60):
Portfolio offers good risk-adjusted performance — stronger than the market benchmark.
- Up/Down Ratio(1.45):
Gains on rising days are significantly larger than losses on falling days → positive asymmetry.
- Information Ratio(0.35):
Outperformance relative to NIFTY is modest but more consistent than before.
Why Nifty Shloka?
For Pro/Professional Investors
- •Trade across multiple assets effortlessly
- •Optimize portfolios for consistent growth
- •Reduce risk with expert-backed insights
New to Investing?
- •Quant Powered Strategies
- •Guided, smart investing for steady returns
- •Simple and effective approach
- Nifty Shloka is built for serious capital—designed for those who are ready to invest with intention, not just participate.
Partner With Nifty Shloka
Become a Distribution Partner and grow with us:
- Help us connect with potential clients
- Earn a fixed fee for each successful onboarding
- Offer your clients access to reporting & insights
- Leverage our diverse strategies and platform tools
"In God we trust, all others must bring data."
Disclaimer: Nifty Shloka is a strategy offering and not an advisory product. Investments are subject to market risks. Past performance is not indicative of future results.
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