We are a private advisory and co-investment platform, partnered with a SEBI-registered RA. We maintain full transparency, operate with clear alignment, and focus on informed, research-backed decision-making. Our strategies are structured for experienced investors seeking direct access to high-performance capital management.

Our historical equity portfolio has delivered a 26% average ROI and 33% Equities CAGR, while our hedged derivative strategies have delivered 20%+ annualized returns. While past performance doesn’t guarantee future results, we aim to beat traditional instruments through disciplined, high-conviction investing.

Our recommended minimum portfolio size is ₹10 lakhs to ensure optimal strategy implementation, diversification, and efficient position sizing. However, we tailor solutions based on investor goals and timeline, subsequently clients often scale up once they see performance.

We provide transparent reporting, real-time trade insights, and regular performance updates. Depending on your engagement level, we also offer customized dashboards and review calls so you’re always aligned and informed.

Derivatives are financial contracts whose value is based on an underlying asset, like stocks or indices. They are often seen as risky because they can magnify gains or losses quickly. However, when used with proper knowledge and risk management, derivatives are valuable tools for hedging and protecting investments, not just speculation.

Many retail traders face losses mainly because derivatives require understanding of market dynamics, timely decision-making, and strict risk control. Lack of knowledge, impulsive trading, and ignoring risk management contribute to losses. Our firm helps investors by applying proven risk-reduction strategies and disciplined advisory to avoid common pitfalls.

Beyond Returns specializes in reducing risk traditionally seen in derivatives through disciplined strategies: Educating clients on market fundamentals. Applying balanced portfolio mixes, not relying solely on derivatives. Using risk control methods like stop-loss orders and position sizing. Carefully selecting trades that align with momentum and market conditions. Continuous monitoring and adjustment of positions.

We offer a unique approach combining deep market knowledge, a proven track record of 20-25% CAGR over substantial portfolios, and a focus on risk mitigation in assets generally considered risky. Unlike others, we prioritize sustained wealth growth and risk control, making derivatives a tool for your benefit rather than a gamble.

We do not distribute or sell third-party financial products. Our focus is on custom portfolio creation in direct equities and derivatives, where we have full control, deep research, and skin in the game. This allows us to prioritize performance over commissions.

Yes, if you value capital preservation with smart growth. While our strategies include small-caps and derivatives, they are always risk-adjusted. We construct portfolios based on your risk appetite, ensuring balance between growth and safety.

Unlike brokers who often rely on churn, or PMSes who apply the same model to all clients, we build bespoke portfolios, backed by 100+ hours of research per stock. Plus, we invest our own capital in the same strategies, something most providers don’t.