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Strategic Holdings in Natural Elements (SHINE)

Dezerv Investments Private Limited

155.29 CR AUM

Strategic Holdings in Natural Elements (SHINE)

Strategic Holdings in Natural Elements (SHINE)

Dezerv Investments Private Limited

155.29 CR AUM

NSE Multi Asset Index 1
Benchmark
1yr 1mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 1mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

kumarpal jain

Fund Manager
MULTI_ASSETStrategies

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more
Fund manager

pratik bagaria

Fund Manager
MULTI_ASSETStrategies

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.
1OF2

Purpose

The investment approach aims to offer stability to an investor's overall portfolio, particularly during turbulent market conditions. The strategy plans to primarily invest in gold, with a tactical allocation to silver, debt, Invit and other asset classes to diversify risk.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
2.04%
1M benchmark return
5.65%
Alpha
-3.61%
1M Wealth multiple
1.02x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
2.04%
1M benchmark return
5.65%
Alpha
-3.61%
1M Wealth multiple
1.02x

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