Wodehouse Capital launches W.I.N. Strategy, a investment solution for India's Elite

Wodehouse Capital Advisors, a mid-market investment bank, has unveiled W.I.N. Strategy, a first of its kind custom-designed investment solution for the high-income professionals, business families and celebrities. Conceived in partnership with investment management firm Alchemy, W.I.N. Strategy aimed at establishing a consistent income stream for affluent families and professionals to support their high-profile lifestyle while safeguarding their existing corpus.

The W.I.N. Strategy has a minimum ticket size of Rs.50 lakhs and is primarily investing in equity with the cash portion deployed in liquid funds / debt securities and allocating only a minor portion for expenses and incidentals.

It employs detailed stock research and analysis, utilizing a model to select 80-100 companies. It maintains an updated investment thesis with quarterly and annual reviews.

Sraboni Haralalka, Co-Founder and Executive Director, Wodehouse Capital, said: “At Wodehouse Capital, we have always paid close attention to the investment needs of India. Driven by a thoughtful, risk-aware approach across diverse asset classes, our W.I.N strategy addresses the unmet demand for a dedicated investment solution that helps empower the country's elite to potentially secure and grow their wealth, while prioritising transparency and integrity. This is particularly crucial as promoter families and eminent individuals seek reliable investment management services in the face of prevalent Ponzi schemes.”

Benchmarked against the S&P BSE 500 TRI, the W.I.N. Strategy is based on generating long-term, risk-adjusted returns through multi-cap portfolios comprising 14 to 18 stocks. 

The strategy also includes a periodic payout, subject to the portfolio manager’s discretion, with a moratorium period extending to the end of the following two calendar quarters from the date of investment.

To design the W.I.N. Strategy, Wodehouse Capital evaluated 500 asset management companies (AMCs) across India through a rigorous selection process, subsequently identifying and partnering with the investment management firm Alchemy.

“At Wodehouse Capital, we have observed a rising trend in India wherein promoter families are selling their mid-sized businesses as part of consolidation efforts, thereby accumulating substantial funds. Likewise, high-income professionals, including celebrities, amass significant wealth but face challenges such as a limited earning window, fluctuating income, financial uncertainty during career dry spells, and demanding schedules. Both these groups are seeking to secure and grow their wealth, while maintaining and even enhancing their lifestyle. The W.I.N. Strategy is thus designed to offer these distinguished individuals a hassle-free and accessible solution for maintaining a financial lifeline and safety net,” explained Haralalka.