A systematic rule based automated advisory

Build portfolios as per risk profile, regularly rebalance per market conditions and take advantage or sectoral and thematic rotations, topped with alpha strategies for additional returns. All done through transparent decision making flowcharts.

 Our Strategies

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Discretionary

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

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Option Buying Strategy

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Microcap Shorting

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Active Investment(CM)

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Short Term Investing

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

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Positional Trading Calls

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

Read More

Discretionary

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

Read More

Option Buying Strategy

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed id pretium justo. Donec ac auctor urna. Nam eleifend quam a tincidunt egestas. In tempor sapien at massa lacinia gravida. Maecenas sed dui ac leo luctus tristique. Fusce imperdiet tempor tempus. Curabitur id arcu vitae sapien bibendum consequat.

Read More

Microcap Shorting

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed id pretium justo. Donec ac auctor urna. Nam eleifend quam a tincidunt egestas. In tempor sapien at massa lacinia gravida. Maecenas sed dui ac leo luctus tristique. Fusce imperdiet tempor tempus. Curabitur id arcu vitae sapien bibendum consequat.

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Active Investment(CM)

Voluptates quo veniam ut error molestias rerum qui totam earum. Dolores animi voluptatem. Quia quia ipsa magnam consequuntur. Exercitationem ea rem assumenda qui autem ut ea rerum et. Consequuntur qui molestiae eveniet qui et ratione. Reiciendis velit officia necessitatibus ar

Read More

Short Term Investing

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

Read More

Positional Trading Calls

With 66% of knowledge workers working in remote or hybrid environments, informal discussions and working sessions that used to take place in the office now need to happen in a digital space. From resolving complex issues on the fly to brainstorming a creative task or checking in on colleagues, teams need new, flexible ways to move work forward efficiently.

Read More

You Get

Buy & Hold Portfolios

Get frequent and actionable trading calls from well researched strategies with favourable statistics on win ratio, volatility, drawdowns & DD periods.

Timely Rebalancing

You get to construct portfolios that are aimed not at just meeting the benchmarks or beating them slightly but produce outsized returns.

Short Term Trades

Markets are not one sided at all times. So when they are headed down, profit from that too with short trades and best way to express those short trades.

Leverage Strategies

Markets are not one sided at all times. So when they are headed down, profit from that too with short trades and best way to express those short trades.

Performance Dashboard

Large Portfolio

Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation

Medium Portfolio

Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation

Small Portfolio

Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation

Performance Dashboard

119

Total Calls

105

Exited Calls

86%

Success Rate

25d

Avg. Duration/Call

106

Annual Returns

You Get

Buy & Hold Portfolios

Get frequent and actionable trading calls from well researched strategies with favourable statistics on win ratio, volatility, drawdowns & DD periods.

Timely Rebalancing

You get to construct portfolios that are aimed not at just meeting the benchmarks or beating them slightly but produce outsized returns.

Short Term Trades

Markets are not one sided at all times. So when they are headed down, profit from that too with short trades and best way to express those short trades.

Income Trades

Markets are not one sided at all times. So when they are headed down, profit from that too with short trades and best way to express those short trades.

Leverage Strategies

Markets are not one sided at all times. So when they are headed down, profit from that too with short trades and best way to express those short trades.

Performance Dashboard

Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation
Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation
Events
119
Total Calls
105
Exited Calls
86%
Success Rate
25d
Avg. Duration/Call
106
Average Winner
106
Average Loser
Performance
8.34%
Absolute Returns
11.87%
XIRR
6.70%
CAGR
2.31%
Post Hurdle
3.42%
Post Charges
4.53%
Post Tax
Risk
8.34%
Max DD
0.8
Peak To Trough DD
4 months
Recovery Time
450.00
Standard Deviation
0.75
Sharpe Ratio
-0.34
Correlation
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 Our Process

Automated Strategies

For automated strategies, multiple models are built to test initial thesis and basis positive outcome, a more robust code with historical data and live market is run to generate paper trades. Only when performance is within favourable risk/return ratio we deploy the strategy.

Simultaneous Distribution

We deploy sophisticated and completely automated subscription work flow managers on telegram/whatsapp to avoid any human intervention, so that all our clients get trades at one instance. We also facilitate fast execution of trades if you hold trading account with our integrated broker.

Constant Performance Analytics

We publish real time performance for each of our advice and strategies that is verifiable. Month end combined performances are published transparently.

Good Businesses - From 2600
-> 200 -> 80: Quant assisting Quality

Financial & Thematic Watchlists

A multi stage process of over 2000 stocks being filtered on financial and management criteria leading to a short list of Watch Lists with specific thesis which further have investment & exit triggers that include the opportunity into model portfolio and then fine grained allocation across various risk profiles.

Filtered for Business Model & Growth

A multi stage process of over 2000 stocks being filtered on financial and management criteria leading to a short list of Watch Lists with specific thesis which further have investment & exit triggers that include the opportunity into model portfolio and then fine grained allocation across various risk profiles.

Projecting Consistency & Runway

A multi stage process of over 2000 stocks being filtered on financial and management criteria leading to a short list of Watch Lists with specific thesis which further have investment & exit triggers that include the opportunity into model portfolio and then fine grained allocation across various risk profiles.

Inclusion in Model Portfolio

A multi stage process of over 2000 stocks being filtered on financial and management criteria leading to a short list of Watch Lists with specific thesis which further have investment & exit triggers that include the opportunity into model portfolio and then fine grained allocation across various risk profiles.

Good Businesses - From 2600 -> 200 -> 80: Quant assisting Quality

 Research & Advisory

Research Services
Advisory Services

Enterprise

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Enterprise

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Enterprise

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Enterprise

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Alpha Portfolio


Free
Forever
✓  3 Figma and 3 Figma files

✓  Unlimited Personal files

✓  Unlimited Collaborators

✓   Plugins and Templates

✓   Mobile app

Leveraged Alpha Portfolio

INR 1,000/Month

Billed annually or 1,200 month-to-month
Everything included in Starter, plus...
✓   Unlimited Figma files

✓   Unlimited version history

✓   Shared and private projects

✓   Team libraries

✓   Advanced prototyping
BETA
 Dev Mode

Options Income Advisory

INR 2,000/Month
Annually Billing only
Everything in Figma
Professional, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Active Strategies

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Starter


Free
Forever
✓  3 Figma and 3 Figma files

✓  Unlimited Personal files

✓  Unlimited Collaborators

✓   Plugins and Templates

✓   Mobile app

Figma Professional

INR 1,000/Month

Billed annually or 1,200 month-to-month
Everything included in
Starter, plus...
✓   Unlimited Figma files

✓   Unlimited version history

✓   Shared and private projects

✓   Team libraries

✓   Advanced prototyping
BETA
 Dev Mode

Figma Organization

INR 2,000/Month
Annually Billing only
Everything in Figma
Professional, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Enterprise

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Active Strategies

INR 3,000/Month
Annually Billing only
Everything included in
Figma organization, plus...
✓   Org-wide Libraries

✓   Design system analytics

✓   Branching and merging

✓   Centralized file management

✓   Unified admin and billing

✓   Private plugins

✓   Single sign-on
BETA
 Dev Mode

Research & Advisory

Passive MF Portfolio Building
Mutual Funds product
Free
per month
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹1,000
per month
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹1,000
per month
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Passive MF Portfolio Building
Mutual Funds product
Free
per month
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹1,000
per month
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹1,000
per month
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Passive MF Portfolio Building
Mutual Funds product
Free
per quater
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹2,500
per quater
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹2,500
per quater
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Passive MF Portfolio Building
Mutual Funds product
Free
per quater
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹1,000
per quater
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹1,000
per quater
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Passive MF Portfolio Building
Mutual Funds product
Free
per year
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹9,000
per year
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹9,000
per year
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Passive MF Portfolio Building
Mutual Funds product
Free
per year
Risk
Knowledge
Market size
100
68058
83.7 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Alpha Portfolio
Cash Market product
₹9,000
per year
Risk
Knowledge
Market size
100
275855
123 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More
Leveraged Equity Portfolio
Derivatives product
₹9,000
per year
Risk
Knowledge
Market size
100
551710
987 Cr
What does this product offer?
Invest funds for your preferred period of time & build a portfolio systematically by executing recommendations, in a single click, specific to your risk appetite. Lorem
Ipsum
Ipsum Loremipsum Loremipsum ...
Read More

 About Us

CastleGate is a proprietary trading firm trading it's own 5 crore of capital. We're in the process of getting an RIA license to advise clients to manage their portfolio.



But here's the difference. 



CastleGate is being built as a systematic rules driven investment and trading firm - what this means is all aspects from understanding the client's attitudes and expectations, personal finance to going through a continuous investment cycle in markets - all aspects are systematic and rules driven. 



For this a special product platform called Wizzer is being designed - and which has received approval from NSE/BSE and is in final phase of launch.

This system understands a client through a detailed risk assessment survey and classifies him into one of 16 different buy & hold portfolios, based on client's risk profile. From then on the decisions on asset allocation across various classes of investments, concentration versus diversification, periodic rebalancing, rules for exiting from positions and switching into other assets across various market regimes, the allocation to trading portfolio versus long term investment, what portion of portfolio to leverage and allocation of trading strategies to clients based on their suitability.. it's a vast and ever learning systematic and transparent way of advising clients.



This combined with seamless execution systems for advises & total transparency on every action or event in the client's portfolio ensures we - the client and CastleGate - are always aligned.


The same system was use to trade our own prop fund is applied to clients, only adapted to risk & size.

With this we aim to capture the three components of returns - beta, alpha from trading strategies, & further alpha from moderate leverage, to generate consistent rising equity curves for ourselves & our clients.