We can work with Private Investors and HNWIs worldwide with our market research, consulting services, and profit-sharing models. Private Investors come with a wide range of professional backgrounds, and we believe that we can help Private Investors generate superior returns using our investing and trading strategies. In each case, we start with understanding your investment goals, and then see if we can help in them. The starting point of any most engagements is a Pilot project.
We have two model portfolios for Private Investors:
1. Alpha (Absolute Return) — In this portfolio, we take take calculated risks in S&P500 futures, Nasdaq futures, Nasdaq ETFs and select few stocks, and commodity futures to maximize gains. There is ongoing work every month, and during times of market volatility, the work is even more because more opportunities arise during volatile markets. This portfolio uses the full range of our market analysis, and investing and trading experience with various ETFs. The aim is to use all opportunities in a year and keep working till year-end. While there is no fixed target for annual return, we aim to achieve 30-50% return per annum, and it has been achieved in all recent years. In the year 2020, this portfolio has given over 120% return (driven mainly by the deep lows of March 2020, which gave once in a decade kind of buying opportunities). This portfolio has given over 50% return almost every year, driven mainly by trading gains in Nasdaq ETFs and sector-specific ETFs.
For example: In this model portfolio, Semiconductor ETF (SOXL) was bought in April 2025 at $9-10 for targets $25-27, which were achieved in by July 2025, giving 150% gain in 3 months. Nasdaq ETF (TQQQ) was bought at $32 on 31 Oct 2023, and sold at $52 on 28 Dec 2023, giving 62% gain in 2 months. Being Nasdaq100 ETF, this trade could be done with 25-35% of the portfolio capital, so it contributed strongly to the annual gains of this model portfolio, which exceeded 50% annual gain.
2. Delta (Relative Return) — In this portfolio, our benchmark is S&P500 index and we will aim to outperform it by 10-15% each year. This relative out-performance is created through buying S&P500 futures and/or leveraged ETF (SPXL) after sharp corrections, and exiting them after basic market recovery. A core position in S&P500 ETF (SPY) continues ongoing basis. The long term (last 90 years) annualized return of S&P500 (US largecap index) is 9% per annum. So this relative return portfolio aims to deliver about 20-25% return per annum.
Our Goal:
The aim is to use our US market expertise to do profitable work with as many Clients as possible. The starting point of every engagement is a Pilot Project, for 6 months duration, with any amount of your choice.
You can allocate any amount of your choice in your own trading account, and do the specific trades that we will share with you. We will do this for 6 months and evaluate the results. If you like the results, we can scale up the capital to $1 million or more. Capital always stays in your account, and you will give us a pre-defined amount as a our service fee. We are also open to working on 80-20 profit sharing model with Private Investors.
The trades given to each Private Investor depend on the capital allocated and the opportunities available during the project timeframe. Every 6 month period offers its own opportunities and challenges, and you will get a good idea of how our work can give you gains.
We trade ETFs and futures of the following US market equity indices: S&P500, Nasdaq100, S&P Biotech Index, and Russell 1000 Financial Services Index. We also track and trade Crude Oil futures, and Agri Commodity futures (Soybean, Corn, Coffee, etc).
We will be happy to work with Private Investors using all our investing experience and trading strategies. Let’s connect to understand your investment goals, and let’s do a Pilot Project where you can see our performance in your own account.