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Wealthy Nivesh – Trust. Simplicity. Growth.

Invest your money with our expertise!

1. WN Quant

WNQuant Algo – Analyses 4000+ Mutual Funds 24 Quantitative Parameters

Performance Parameters

Risk – Return Parameters

Performance Parameters

Risk – Return Parameters

1. Rolling Returns & Alpha

1. Sharpe Ratio (Risk Adjusted Return)

2.Upward Capture Ratio

2. Sortino Ratio (Downside Risk Adjusted Return)

3. Downward Capture Ratio

3. Treynor Ratio (Systematic Risk Adjusted Return)

1. WN Quant

WNQuant Algo – Analyses 4000+ Mutual Funds 24 Quantitative Parameters

Performance Parameters

1. Rolling Returns & Alpha

2.Upward Capture Ratio

3. Downward Capture Ratio

Performance Parameters

Risk – Return Parameters

Risk – Return Parameters

1. Sharpe Ratio (Risk Adjusted Return)

2. Sortino Ratio (Downside Risk Adjusted Return)

3. Treynor Ratio (Systematic Risk Adjusted Return)

2. Quantification of Expertise

Quantifies Fund Manager’s expertise to generate incremental returns over the benchmark

Returns due to Net Selectivity

Returns due to Asset Allocation

Returns due to Market

3. Granular Evaluation

Liquidity

Fund Management Team

Assets’ Quality

Corpus of the Fund

4. Simulation & Back Testing

Quantifies Fund Manager’s expertise to generate incremental returns over the benchmark

Back Testing

10 years / 40 Quarters

Cycles of Extreme

2020 Pandemic, 2008 Global Crisis

5. WN BASKET

Quantifies Fund Manager’s expertise to generate incremental returns over the benchmark

Uniform Advisory

Double Digit Alpha

Better Tracking

Higher Sharpe Ratio

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