The primary objective of ATOM 360° is to focus on long-term performance. DelveAxis choose to name ATOM’s sub category 360°, as it makes sure to monitor and evaluate each client’s portfolio with respect to the sector, stock money allocation, and risk assessment. Since risk assessment and money allocation is the most essential trait while considering one’s portfolio size, here at DelveAxis we strive to design a strategy that makes the portfolio more efficient and not diverse.

Portfolio size above Rs.50 lakhs falls under ATOM – 360°. If the portfolio size is between 0.5cr to 1cr, then you receive a minimum 3% exposure per stock while the maximum exposure per stock is 8% without exceeding 3 stocks. Similarly, if the portfolio size ranges between 1cr to 3cr, then the minimum exposure per stock is 2.5% while the maximum exposure per stock is 8% without exceeding 4 stocks. Clients pay Annual Supervision Fees and Quarterly Performance Fees.