OUR OFFERINGS

Quasi Fixed Returns with Sattvic Wealth Bharat Fund

At Sattvic Wealth Bharat Fund our primary goal is to achieve steady monthly returns with high liquidity and capital preservation.

We achieve this goal by investing in short-dated sovereign bonds and earning fixed fees from portfolio managers who utilize the fund's trading limits to generate alpha. This approach ensures both high-quality underlying assets and a stable performance.

business people negotiating investing at desk

Our Performance

Stable returns with quaterly payouts

FIXED INCOME ALTERNATIVE

We match 10% of your investment

SKIN-IN-THE-GAME

Every $100 you invest is backed by $110 in Indian Government Bonds

110% SECURED INVESTMENT

Asset Under Management

$5.2 Million

Expected Annual Returns

9% - 10% p.a.

Liquidity

15 Days

Minimum Investment

$ 150K

Portfolio Allocation Strategy

The portfolio is predominantly allocated to short-dated government securities, strategically minimising both credit and duration risk. We also utilise currency hedges to safeguard your investments from potential currency fluctuations and crises.

Benefits of Market-Neutral Strategies

The portfolio is further strengthened by our hedged, uncorrelated market-neutral option strategies, crafted to reduce volatility and ensure a consistent return across diverse market conditions. These strategies are largely unaffected by market movements due to their market-neutral payoffs. It is from these strategies that the fund’s alpha is primarily derived.