How We Work
Our Process
Every engagement begins with understanding what you have, challenges what you assume, and builds what you need. No templates. No generic risk questionnaires. A mathematical blueprint tailored to your capital, your timeline, and your goals.
I — Discretionary
You define your objectives and risk parameters. Pragma Quant assumes full responsibility for construction, execution, monitoring, and rebalancing. Every decision is governed by a documented, rules-based process. Your involvement is limited to periodic reviews. Everything else is ours.
A rules-based, factor-driven equity portfolio managed end-to-end. Construction, sizing, entry and exit decisions, and rebalancing are governed by a quantitative model with a documented, auditable process. No emotional override. No ad-hoc calls.
For clients who want institutional discipline applied to their personal capital — with the same accountability a professional owes a serious mandate.
A portfolio that reads its environment. Our proprietary regime detection framework assesses whether conditions favour risk-taking or risk-reduction. Allocation shifts between equity, cash, and defensive instruments occur systematically — not reactively after damage is done.
For clients who have experienced significant drawdowns and require a portfolio that responds to deteriorating conditions rather than simply endures them.
A portfolio managed within a pre-agreed maximum drawdown parameter. Peak-to-trough decline is defined at the outset — not after a loss event. When the portfolio approaches that threshold, the model systematically de-risks.
For clients whose first question is always how much they can lose — and who deserve a direct, quantified answer before capital is deployed.
Position sizing adjusts dynamically based on realised market volatility. In high-volatility environments, exposure contracts. In stable environments, it expands. The portfolio maintains consistent risk contribution rather than amplifying exposure when conditions are most dangerous.
For clients who understand that managing volatility is as consequential as managing returns.
II — Non-Discretionary
You retain full decision-making authority. Pragma Quant provides the analytical infrastructure — portfolio diagnostics, quantitative research, model signals, and structured opinions — that transforms how those decisions are made. Every recommendation is documented and accountable.
A comprehensive quantitative audit of an existing portfolio. We analyse factor exposures, sector concentration, drawdown history, risk-adjusted performance, and correlation structure. The output is a formal written report — a precise, evidence-based assessment of what the portfolio is actually doing and what structural changes would materially improve it.
The appropriate starting point for any new client relationship. Most HNI investors do not know what they own at a portfolio level. This engagement answers that with precision.
Pragma Quant maintains curated model portfolios — constructed and rebalanced according to systematic, factor-based methodology. Clients receive structured advisory communications detailing positioning, rebalancing rationale, and the quantitative signals driving each decision. Execution remains with the client.
For clients capable of independent execution who want a rigorous, documented process governing their decisions.
A one-time engagement for a defined investment decision. The client presents a stock, sector thesis, fund allocation, or reallocation under consideration. Pragma Quant delivers a formal written opinion — risk assessment, factor exposure analysis, scenario modelling, and a clear recommendation with documented rationale.
A professional second opinion before committing significant capital. The value is in the rigour and accountability of the analysis.
A periodic research service delivering Pragma Quant's quantitative assessment of prevailing market conditions — regime classification, implied asset class positioning, risk environment indicators, and forward scenario analysis. Delivered as a structured report on a defined schedule.
For clients who manage their own portfolios but want institutional-quality regime research as a systematic input — rather than reacting to financial media.
Engagement Fee
Two services. One standard of rigour. Pragma Managed places your portfolio in our hands entirely. Pragma Signal puts institutional-grade research behind every decision you make. Both begin here. All transactions are processed via PayPal — no account required.
Secure payment via PayPal. No PayPal account required.
Fee agreed prior to engagement. Invoice issued via PayPal.
All fees are subject to applicable GST. Pragma Quant is a SEBI Registered Investment Advisor. Advisory fees are not linked to portfolio performance. Engagement terms are provided in full prior to any payment.
An initial consultation is confidential, no-obligation, and designed to determine whether there's a genuine fit — for both of us.
hello@pragmaquant.com · Chandigarh, India