ALPHA KINZ

Welcome to Alpha Kinz

Alpha Kinz is partnership company founded in 2017, we are managing 1000+ families with an
AUM of 200+crores.

Where we believe in the power compounding and creation of alpha through investing in
equities to drive meaningful and sustainable growth on our investments.

We specialize in Index investing & trading, diversification across asset classes, and for ultra
HNI category, trusts , treasuries, proprietary funds & more.

We have developed Algos and Quant models , our unique money management skills and risk
management techniques helps us to generate greater alpha in the long term.

Alpha kinz is one of the reputed and trusted Partner of Motilal Oswal Financial Services in the
Karnataka region.

We are one of the largest distributor of mutual funds and our top distribution partners are
SBIMF, ICICI PRU MF, ABSL, KOTAK MAHINDRA & HDFC.

We set limit ourself to providing best possible term and health insurances across the
insurance industry.

We are passionate about not only delivering exceptional returns but also making a positive
impact in the communities we serve by prioritize ethical practices and social impact, we strive
to contribute to a more equitable future.

ALPHA KINZ
 RULE NO.1
NEVER LOSE MONEY
RULE NO.2
NEVER FORGET RULE NO.1

STARTING INVESTMENT - $10,000

CURRENT NET WORTH - $143 BILLION
- WARREN BUFFET
CAGR - 30.44%
 PACE PROPOSITION
10% 30%
PORTFOLIO PROTECTION ASSET ALLOCATION

Risk Management Diversification of

Negligible risk of entire across asset classes
capital in the long-term. Focus on Alpha
growth.

30% 30%
CONDITIONAL COUPON EQUITY EVALUATION

Accelerate returns & Short term/Long Term,

reduce risk Investment Advisory
Long term Double Direct Equity
Digit Return. Investments
Trading/investing/AI.
 PORTFOLIO PROTECTION

Our primary objective is to preserve the integrity of our

investors' capital while pursuing modest growth
opportunities. We are committed to implementing a
NIFTY INDEX
conservative investment strategy that prioritizes low-
risk assets, diversification, and rigorous risk
management practices. By focusing on capital
Buy Sell Call
Buy Put
preservation, we aim to shield our clients' investments Index To
To protect from
from significant market volatility, ensuring long-term Futures earn Time Value
downside
financial security and peace of mind.

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 ASSET ALLOCATION

Our asset allocation objective is to create a diversified MUTUAL FUNDS & ETFs
portfolio that balances risk and return in alignment
with our clients' financial goals and risk tolerance. We
aim to strategically allocate investments across
various asset classes- including equities, fixed income, LARGE MID SMALL
and alternative investments-ensuring optimal growth CAP CAP CAP
potential while mitigating risk. By regularly reviewing
and adjusting our allocations in response to market
conditions and individual circumstances, we seek to ETF BAF
maximize returns while maintaining a focus on capital
preservation and long-term stability.

*Note: In asset allocation, investments are dynamically allocate based on market condition/fund manager discretion

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 CONDITIONAL COUPON

Our objective is to enhance yield potential through the

implementation of conditional coupon strategies, which
offer fixed income with additional payment
opportunities tied to specific performance metrics. By
carefully selecting investments that meet CONDITIONAL COUPON
predetermined conditions, we aim to provide our
investors with attractive returns while managing risk.
This approach allows us to capture upside potential in High Probability of Accelerate returns Double digit returns
10- 15% p.a returns and across
favorable market conditions while maintaining a focus reduce risk market cycles
on capital preservation and income generation,
ultimately aligning with our clients' financial objectives.

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 EQUITY EVALUATION

Our objective is to conduct thorough and systematic

evaluations of equity investments to identify
undervalued opportunities and assess potential risks. We
aim to utilize a combination of fundamental analysis,
technical indicators, and market trends to determine the DIRECT
intrinsic value of companies. By focusing on key metrics
such as earnings growth, valuation ratios, and
competitive positioning, we strive to make informed FUTURES
investment decisions that align with our clients' financial
EQUITY &
goals. Our rigorous evaluation process is designed to OPTIONS
enhance portfolio performance while managing risk
effectively.

*Note: As per client’s risk appetite / profile & based on market momentum, trades can be taken either of the segments by using AI /Algo technology.

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 PERFORMANCE

PORTFOLIO PROTECTION

ASSET ALLOCATION

CONDITIONAL COUPON

EQUITY EVALUATION

*AVERAGE RETURNS=60%

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 *Conditions apply

Risk Disclosure
Investments in securities market are subject to market risks, read all the related documents carefully before investing.

The information and opinions contained in the update have been compiled or arrived at from sources believed to be reliable and
have not been independently verified and no guarantee, representation of warranty, express or implied, is made as to their
accuracy, completeness, authenticity or validity. No information or opinions expressed constitute an offer, or an invitation to make
an offer, to buy or sell any securities or any derivative instruments related to such securities.

Investments in securities are subject to market risk. The value and return on investment may vary because of changes in interest
rates, foreign exchange rates or any other reason. Investors should note that each security's price or value may rise or fall and,
accordingly, investors may even receive amounts which are less than originally invested. The investor is advised to take into
consideration all risk factors including their own financial condition, suitability to risk return profile and the like, and take
independent professional and/or tax advice before investing. Opinions expressed are our current opinions as of the date
appearing on this report.

Investor should understand that statements regarding future prospects may not materialize and are of general nature which may
not be specifically suitable to any particular investor. Past performance may not necessarily be an indicator of future performance.
Actual results may differ materially from those set forth in projections.

Alpha Kinz, its research analysts, directors, officers, employees and associates accept no liabilities for any loss or damage of any
kind arising out of the use of this information. This information is not directed or intended for distribution to, or use by, any person or
entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution,
publication, availability or use would be contrary to law, regulation or which would subject Alpha Kinz and associates to any
registration or licensing requirement within such jurisdiction. The securities described herein may or may not be eligible for sale in
all jurisdictions or to certain category of investors.
 QUANT MODELS

INTRADAY
MOMENTUM

1 DEBT SPREAD 1 HIGH VALUE CREDIT SPREAD

2 ORB CREDIT SPREAD 2 BNF:NFCORRELATION

3 MEAN REVERSION 3 IRON FLY

Quant models are ultra HNI category trading, minimum fund required is Rs 5. cr , initially trade starts with Rs 1. cr for a period of 3 months or a quarter
post quarter entire fund of Rs 5. cr will be deployed .In this quant model one can expect month on month ROI of 5% - 15%

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing
 ‘Investments are subject to market risk’
As per Alpha kinz “investments are subject to calculated risk”

~ALPHA KINZ
 THANK YOU FOLLOW US FOR MORE
188/32/1, 3B, 3rd floor ,13th cross, Palace Upper Orchards, Sadashivanagar , Bengalore-560080

[email protected]

+91 -7625 068 221

Alphakinz

@alpha_kinz

ALPHA KINZ