Custom Strategies
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
Mar 2024
Nov 2020
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
stack wealth / 2025
Stack Wealth is an AI powered wealth management platform that simplifies finance management. It helps users make better decisions with personalised recommendations and a unified portfolio view.
Role
Lead Product Designer
Investment Purpose Statement
01/02
The Investment Purpose Statement (IPS) turns simple inputs into a meaningful financial profile. Instead of focusing only on numbers, it interprets the intentions behind decisions, capturing the why as much as the what.
By mapping goals like long-term growth, vacations, or liquidity needs, the IPS organizes scattered inputs into clear, structured insights. It connects everyday choices to broader financial objectives.
The result is a personalized profile that reflects both financial behavior and life goals, ensuring strategies feel relevant, motivating, and actionable.
Your investments should align with your life goals
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Do you need to withdraw this money anytime soon?
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Strategies
02/02
Based on each profile, users receive personalized strategies that turn their goals into clear direction. Flagship builds a balanced foundation, Global Leaders drives international growth, and Opportunity captures high-potential emerging trends.
Flagship
Strategy
Flagship is your core portfolio to achieve long-term wealth growth for you.
CAGR
22.4%
Min. Investment
₹ 35,000
Global Leaders
Strategy
With Global Leaders, you can invest in global stocks and diversify your portfolio.
CAGR
22.4%
Starting from
₹ 50,000
Opportunity Strategy
Invest in AI, Green Energy, and Tech innovations for long-term portfolio success.
CAGR
22.4%
Starting from
₹ 25,000
Each strategy comes with tailored investment recommendations aligned to the IPS. Long-term investors may see equity-heavy options, while those prioritizing liquidity get safer, flexible choices — all showing how each decision supports their goals.
Strategies also rebalance over time. As markets or personal needs change, portfolios are adjusted to stay aligned, reducing risks and keeping investments optimized for performance.
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+63%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹13700-15200
Review Range (3Y)
₹3059-3259
HDFC Bank Ltd
Buy
Upside
+24%
HDFC Bank Ltd
Exit
Portfolio Booked
+24%
MAR 2025
jan 2025
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849
Custom Strategies
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
stack wealth / 2025
Stack Wealth is an AI powered wealth management platform that simplifies finance management. It helps users make better decisions with personalised recommendations and a unified portfolio view.
Role
Lead Product Designer
Investment Purpose Statement
01/02
The Investment Purpose Statement (IPS) turns simple inputs into a meaningful financial profile. Instead of focusing only on numbers, it interprets the intentions behind decisions, capturing the why as much as the what.
By mapping goals like long-term growth, vacations, or liquidity needs, the IPS organizes scattered inputs into clear, structured insights. It connects everyday choices to broader financial objectives.
The result is a personalized profile that reflects both financial behavior and life goals, ensuring strategies feel relevant, motivating, and actionable.
Your investments should align with your life goals
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Do you need to withdraw this money anytime soon?
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Strategies
02/02
Based on each profile, users receive personalized strategies that turn their goals into clear direction. Flagship builds a balanced foundation, Global Leaders drives international growth, and Opportunity captures high-potential emerging trends.
Flagship
Strategy
Flagship is your core portfolio to achieve long-term wealth growth for you.
CAGR
22.4%
Min. Investment
₹ 35,000
Global Leaders
Strategy
With Global Leaders, you can invest in global stocks and diversify your portfolio.
CAGR
22.4%
Min. Investment
₹ 50,000
Opportunity Strategy
Invest in AI, Green Energy, and Tech innovations for long-term portfolio success.
CAGR
22.4%
Min. Investment
₹ 25,000
Each strategy comes with tailored investment recommendations aligned to the IPS. Long-term investors may see equity-heavy options, while those prioritizing liquidity get safer, flexible choices — all showing how each decision supports their goals.
Strategies also rebalance over time. As markets or personal needs change, portfolios are adjusted to stay aligned, reducing risks and keeping investments optimized for performance.
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+63%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹13700-15200
Review Range (3Y)
₹3059-3259
HDFC Bank Ltd
Buy
Upside
+24%
HDFC Bank Ltd
Exit
Portfolio Booked
+24%
MAR 2025
jan 2025
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849
Custom Strategies
Built an AI-powered system that delivers personalized investment strategies based on individual preferences and goals, while driving higher product engagement and improving user session flow.
Long-Term
The Portfolio targets medium to long-term growth by investing in global leaders in sectors like AI, EVs, and Renewables.
Performance
Investments
Rebalances
Managed by
Facts
Performance vs Benchmarks
INR
USD
Our Strategy (Global Leaders)
6.12%
4.93%
3.10%
S&P 500
NIFTY 50
1M
YTD
1Y
3Y
Inception
Buy Recommendations
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+75%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
View all
Metrics
P/E Ratio
Portfolio
2.38%
Nifty500
1.8%
-10%
10%
higher the better
ROCE (%)
Portfolio
-2.38%
Nifty500
1.8%
-10%
10%
higher the better
Price/Book Ratio
Portfolio
1.5
Nifty500
0.9
-20%
15%
lower the better
Current Ratio
Portfolio
1.8
Nifty500
1.2
+5%
10%
higher the better
Net Profit Margin (%)
Portfolio
5.0%
Nifty500
4.0%
+15%
20%
higher the better
Sector Split of this Strategy
Sectors
Sector Wise Break-up
Technology
53%
Healthcare
11%
Consumer Discretionary
25%
View Split
Recent Calls
Stable assets are low-volatility investments that provide steady returns.
MAR 2023
Exit
HDFC Bank Ltd
Portfolio Profit
+24%
MAR 2023
Buy
HDFC Bank Ltd
Upside
+24%
JAN 2024
HDFC Bank Something Ltd
Allocation
-24%
JAN 2024
HDFC Bank Something Ltd
- 2%
View all
Managed by
Ketul Sakhpara
25+ years experience
registered
Ketul Sakhpara, CFA is the Founder of BayFort Capital with over 20 years of experience. Read More
Niranjan
10+ years experience
registered
₹150 Cr
AUM
HDFC Bank Limited is a prominent private bank in India, offering a wide range. Read More
Why Invest in global leaders?
Global Growth
Invest in high-growth sectors like AI, EV, Biotech, and Robotics through a focused global portfolio not available in traditional domestic funds.
Innovation Driven
Gain access to innovation-driven global stocks aligned with themes like “Data is the New Oil,” offering opportunities beyond local markets.
Expert Review & Rebalancing
Every basket is reviewed by investment experts and rebalanced periodically to stay aligned with market shifts and investor goals.
Transparent & Trackable
Each basket is SEBI-compliant, performance-tracked, and easy to monitor from your dashboard.
Portfolio Facts
Lock-in Period
None
Annual Management Fee
2.5% (Incl. GST)
Min. Initial Investment
₹ 10 Lacs
Min. Additional Investment
₹ 85,000
Market Cap. Restriction
Above $10 Billion
Get Your
AI-Powered Portfolio
Get Portfolio
13:13
stack wealth / 2025
Stack Wealth is an AI powered wealth management platform that simplifies finance management. It helps users make better decisions with personalised recommendations and a unified portfolio view.
Role
Lead Product Designer
Investment Purpose Statement
01/02
The Investment Purpose Statement (IPS) turns simple inputs into a meaningful financial profile. Instead of focusing only on numbers, it interprets the intentions behind decisions, capturing the why as much as the what.
By mapping goals like long-term growth, vacations, or liquidity needs, the IPS organizes scattered inputs into clear, structured insights. It connects everyday choices to broader financial objectives.
The result is a personalized profile that reflects both financial behavior and life goals, ensuring strategies feel relevant, motivating, and actionable.
Your investments should align with your life goals
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Do you need to withdraw this money anytime soon?
Tell us what you're planning for—whether it's early retirement, a new car, or a dream vacation. We'll help you invest accordingly.
Select your goals
13:13
Strategies
02/02
Based on each profile, users receive personalized strategies that turn their goals into clear direction. Flagship builds a balanced foundation, Global Leaders drives international growth, and Opportunity captures high-potential emerging trends.
Flagship
Strategy
Flagship is your core portfolio to achieve long-term wealth growth for you.
CAGR
22.4%
Min. Investment
₹ 35,000
Global Leaders
Strategy
With Global Leaders, you can invest in global stocks and diversify your portfolio.
CAGR
19.4%
Min. Investment
₹ 50,000
Opportunity Strategy
Invest in AI, Green Energy, and Tech innovations for long-term portfolio success.
CAGR
38.2%
Min. Investment
₹ 25,000
Each strategy comes with tailored investment recommendations aligned to the IPS. Long-term investors may see equity-heavy options, while those prioritizing liquidity get safer, flexible choices — all showing how each decision supports their goals.
Strategies also rebalance over time. As markets or personal needs change, portfolios are adjusted to stay aligned, reducing risks and keeping investments optimized for performance.
Potential Upside
+75%
Varun Beverages Limited
Closing price of ₹1808.9 on 20 May 2025
Allocation
23%
Buying Range
₹1700-1900
Review Range (3Y)
₹3059-3259
Potential Upside
+63%
Amazon.co Inc
Closing price of ₹1808.9 on 20 May 2025
Allocation
19%
Buying Range
₹13700-15200
Review Range (3Y)
₹3059-3259
HDFC Bank Ltd
Buy
Upside
+24%
HDFC Bank Ltd
Exit
Portfolio Booked
+24%
MAR 2025
jan 2025
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849