Join us in navigating the dynamic currents of the market and uncovering the untold stories that shape the future.

We look forward to welcoming you to our esteemed investor community.

Our investment objective is to create a diversified equity portfolio that endeavors to achieve long term value creation and thereby multiplying the capital multifold.

The Metamorphosis fund follows sector agnostic and multi-cap approach with specific focus to uncover and invest in the transformative journey of companies transitioning from today's micro caps, small caps, and mid-caps to becoming the mid-caps and large caps of tomorrow.

The fund employs a blend of top-down and bottom-up approach for stock selection to capture opportunities at intersection of Growth and Value.

Exploring the vast landscape of under-researched and under-owned opportunities, we go beyond the obvious, discovering compelling ideas that align with India's growth narrative and its myriad compounding stories.

Our aim is to play on top line growth and margin expansion coupled with improvement in ROE and ROIC. The fund goes beyond traditional financial analysis, seeking companies with effective leadership, scalable operations, pricing power, enduring competitive advantages, and recognizable brands.

At the heart of our success lies the "Transformational Framework" engine, meticulously evolved over time to identify potential multi-baggers. Our strategy is rooted in recognizing transformations fueled by innovation-driven moats, significant scale achievements, and turnarounds supported by industry tailwinds. The companies in our portfolio are poised to see their profits double in less than 3 years.

For further details about our fund, please refer to our dedicated team of experts.

Please reach out to us at connect@sinceresyndication.com or to schedule a meeting or a call.

Different asset classes have varying return profiles and trajectory. There is an inverse correlation between the prices of multiple asset classes.

For instance, gold and stocks have a negative correlation. Historically, when equities fetched returns of over 2X of India10-year bond yields, 83% of the time, return on Gold ETFs in India was lesser than India10-year bond yields. While at the same time, on most of the occasions when gold performed well, equities have fetched lesser returns. On a similar note, when the interest rates tend to be higher, the equity returns tend to be lower and vice versa.

The portfolio shall consist of an appropriate combination of debt instruments, along with equities & commodities to achieve the following objectives: Debt instruments shall be largely in the form of bonds & debentures, which would fetch fixed income, irrespective of the market conditions.

A portfolio of equity-oriented instruments in the form of stocks & ETFs would be added to the portfolio to provide an incremental delta to return on investments.

Gold / Silver related instruments & Exchange Traded Commodity Derivatives in the portfolio will function as a hedge against underperformance of the stock market.

REITs, INVITs & such other instruments may also be added to the portfolio from the perspective of fixed income & capital appreciation.

The objective of having bonds & debentures in the portfolio would be to hold them till maturity. However, we shall take advantage of the interest rate cycles to generate incremental returns on bonds, over & above their yield till maturity.

Such an approach of investing will fetch inflation-beating returns with lesser volatility. Further, the investment approach is likely to achieve returns that are ahead of any fixed income instrument and closer to returns from equities.

The investment strategy is called fixed income plus as it seeks to achieve high returns than fixed income investment by leveraging on tactical exposure towards equity and other asset classes.

Please reach out to us at connect@sinceresyndication.com or to schedule a meeting or a call.