Asset Management
Rule-based, disciplined, and model-driven investment products focused on generating consistent risk-adjusted returns with controlled portfolio volatility.
Investment Philosophy
Quant-Driven Mathematical Precision
Estee is a leading asset management company in India leveraging data engineering to capture persistent market anomalies. By deploying complex statistical algorithms through automated infrastructure, we deliver disciplined, rule-based outcomes across both market-neutral arbitrage and long-only equity strategies, tailored to varying business cycles.
Rule-Based & Disciplined
Completely model-driven setups running on proprietary quantitative logic to eliminate human subjectivity and emotional trading constraints.
Advanced DMA Infrastructure
Algos identify real-time micro-mispricing variables, executing orders instantly through an internal ultra-low latency Direct Market Access platform.
Robust Downside Risk Controls
Strict protective bounds applied dynamically across sectors, portfolio beta limits, net long/short exposure boundaries, and mathematical risk metrics.
Product Suites
Quantitative Framework Offerings
| Target Allocations | Strategy Implementation Details |
|---|---|
Market-Neutral Arbitrage I-Alpha StrategyAllocators:HNIs, Corporate Treasuries & Family Offices | A market-neutral arbitrage product engineered to generate highly consistent, moderate yields with near-zero absolute directional market exposure. No negative-return quarter recorded across a multi-year track record since inception. |
Directional Multi-Factor Equity Long-Alpha StrategyAllocators:Sophisticated Growth Investors | A long only equity strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility, using a systematic rule-based model across the S&P BSE 500 universe. Designed to consistently generate true alpha over the S&P BSE 500 benchmark universe. |
Separately Managed Accounts
Yield Enhancement Strategies
We offer systematic, quantitative yield enhancement strategies through separately managed accounts, designed to put your existing capital to work more efficiently and generate additional returns on top of your core portfolio.
SEBI / BASL Intermediary Registry
Approved Distributor Network
List of authorized distributors engaged for distribution of Estee Advisors Portfolio Management Services (PMS).
| # | Distributor Code | Distributor Name | Registered Address | PAN | Phone | Email Contact |
|---|---|---|---|---|---|---|
| 1 | APRN02309 | Kotak Mahindra Bank Limited | 27-BKC, 6th Floor, G-Block, Plot No. C-27, Bandra Kurla Complex, Mumbai-400051 | AAACK4409J | 8949037878 | |
| 2 | APRN01595 | Altamount Select Services North LLP | Office Number 17, Level 1, Augusta Point, Golf Course Road, Sector 53, Gurgaon, Haryana 122002 | ABGFA0857Q | 9999860989 | |
| 3 | APRN00600 | Barclays Securities(India) Private Limited | Barclays, Nirlon Knowledge Park, 9th Floor, Block B-6, Off Western Express Highway, Goregaon (East), Mumbai 400 063 | AACCB8800G | 9022335337 | |
| 4 | APRN02136 | Pioneer Client Associates Private Limited | 2nd Floor, Block-B, Vatika Towers, Sector 54, Golf Course Road, Gurgaon, Haryana-122002 | AADCP4612K | 8920734445 | |
| 5 | APRN01039 | L C Capital India Private Limited | First floor, Aloft Hotel, Asset No 5 B, Hospitality District, Aerocity, New Delhi -110037 | AAECL1700H | 9667736330 | |
| 6 | APRN01500 | LGT Wealth India Private Limited | 7th Floor, A Block, Shiv Sagar Estate, Worli, Mumbai, Maharashtra 400018 | AAECL6975A | 7305203111 | |
| 7 | APRN05499 | Moonbeam Assure Pvt Ltd | 5th FLOOR, JMD REGENT ARCADE MALL, A- BLOCK, DLF PHASE-1, SECTOR-28, GURUGRAM, HARYANA 122002 | AAGCM7069Q | 9521847738 | |
| 8 | APRN00984 | Nuvama Wealth & Investment Limited | 8th Floor, Wing A, Building No. 3, Inspire BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051 | AABCE9421H | 7710073216 | |
| 9 | APRN03016 | Alphacore Partners LLP | 4/23B, BHAI HOUSE, ASAF ALI ROAD, DELHI, New Delhi, Delhi, 110003 | ABSFA3183B | 9810966777 | |
| 10 | APRN00662 | SPARK PWM PRIVATE LIMITED | 3rd Floor, No. 1, First Crescent Park Road, Gandhi Nagar, Adyar, Chennai, Tamil Nadu, 600020 | AAGCP7111A | 7738418028 | |
| 11 | APRN00843 | Equirus Wealth Private Limited | A-1303, Marathon Futurex, Mafatlal Mills Compound, N. M. Joshi Marg, Lower Parel, Delisle Road, Mumbai 400013 | AAFCE0297D | 9537633651 | |
| 12 | APRN00356 | ANANT FINSERV | 134 Chopra house building 1st floor canning street brb basu road Kolkata 700001 | AFXPK6164R | 9230033316 | |
| 13 | APRN00292 | NEO WEALTH MANAGEMENT PRIVATE LIMITED | B-902 & 903, Marathon Futurex, NM Joshi Marg, Lower Parel, Mumbai, Maharashtra, 400013 | AAHCN8058K | 8169178993 | |
| 14 | APRN07600 | ANGEL ONE LIMITED | 601, 6th Floor, Akruti Star Mumbai Maharashtra 400093 | AAACM6094R | 9022592234 | |
| 15 | APRN03990 | TRUVANTA WEALTH PRIVATE LIMITED | 5, 502, METRO AVENUE, ANDHERI KURLA ROAD, PAREIRA HILL ROAD, ANDHERI EAST, MUMBAI, MAHARASHTRA 400099 | AALCC6815H | 9769885347 | |
| 16 | APRN09021 | PRABHU SECURITIES | 2ND FLOOR, CABIN NO.2, SCO-122, FEROZE GANDHI MARKET, Ludhiana-141001 | ABHFP9222F | 9878800564 |
Looking to explore systematic investment strategies?
Connect with our team to discuss potential allocation opportunities across our PMS and SMA strategies.
NOTICE: SEBI Portfolio Manager & Intermediary Disclaimer
Estee Advisors Private Limited operates as a SEBI Registered Portfolio Manager under registration license number INP000007720. Quant-based financial derivative positions employ distinct systemic leverage constraints and liquidity hazards inherent to underlying capital instrumentation cycles.
Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Past Performance is not an explicit indicator or structural guarantee of future returns. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary.