Quantitative research meets disciplined portfolio management. Built on data, validated by rigour.
EFP Wealth is a quantitative portfolio management firm focused on Indian equities. We apply systematic, factor-based strategies to construct concentrated portfolios that aim to deliver superior risk-adjusted returns over market cycles.
Our edge is not a secret formula — it is process. Every decision in our investment pipeline is rules-based, testable, and reproducible. We publish our methodology transparently because we believe that honest performance speaks louder than marketing narratives.
We serve a select group of qualified investors who value rigorous research, transparent reporting, and a long-term orientation over short-term performance chasing.
Investment decisions are driven by quantitative signals, not market commentary or gut feelings. Every position has a measurable rationale.
We test strategies on data they have never seen. Walk-forward validation prevents overfitting and ensures the track record is genuine.
A fixed 60/40 equity/gold allocation prioritises capital preservation. Gold provides structural downside protection across market cycles.
Our methodology, factors, signals, and validation process are fully disclosed. Investors know exactly how their capital is managed.
| SEBI Registration | Applied For (via partner firm) |
| Category | Investment Adviser (partner-registered) |
| Regulations | SEBI (Investment Advisers) Regulations, 2013 |
| Compliance Officer | To Be Appointed |
| Custodian | To Be Appointed |
| Grievance Redressal | SEBI SCORES Portal |
For investment enquiries or to schedule a consultation, please reach out via email. We respond within 24 hours on business days.
₹1 Crore. Available to qualified investors who meet the suitability criteria and have completed the KYC process.
SEBI Registration Applied For (via partner firm).
Investment Advisory under SEBI (IA) Regulations, 2013.