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Upside AI PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (3cr) | Promoter Category ()

PMS Background

Founded in 2017, Wyridian Capital is a differentiated provider that focuses on using technology (rather than humans) to make investment decisions.

Since investment decisions are made on the basis of algorithm, the value of it can only be proven after a few years of its run (seen in both up-and-down-cycle)

PMS Investment Philosophy

The investment philosophy focuses on using technology (ML & AI) to identify investments based on fundamental parameters.

Inv Team

Investment Team

Kanika Agarrwal | 2-star rated FM

Fund Manager | 17 yrs Experience | 7 yrs at current firm

Past Experience: Associate (MF Advisors LLP), Analyst – Investment Banking (Credit Suisse), Consultant (E&Y)

Kanika Agarrwal is co-founder and CIO at Upside AI. Upside AI uses machine learning to understand how great companies are built and mine these opportunities in the public markets. She spent four years with Mayfield India, investing in early-stage companies focussing on enterprise tech and consumer internet. She also worked with Credit Suisse in the investment banking team and E&Y as part of their tax & regulatory services practice. She is a CA and holds CFA Charter.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 30-Sep-24.

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