IME Bespoke Strategies
Tailor-made portfolios built around your goals — backed by institutional research and boutique attention.
What are IME Bespoke Strategies?
IME Bespoke Strategies are fully customised investment solutions designed to match each client’s unique objectives, constraints and values. Combining IME’s institutional research rigour with the personalised service of a boutique firm, these strategies give clients direct access to our research-driven investment thinking, implemented at a portfolio level that reflects their circumstances and preferences.
IME Equity Bespoke
A concentrated, high-conviction equity portfolio constructed and managed to the client’s specifications while strictly aligned to IME’s investment philosophy. Ideal for investors seeking direct stock ownership, active oversight, and bespoke risk controls.
Minimum investment: ₹10 crore.
Note: alignment with IME’s investment philosophy is a precondition for acceptance.
IME Bespoke Wealth
A curated portfolio of mutual funds, REITs/Invits and ETFs selected to meet client objectives — where diversification, fund selection and allocation are tailored to your mandate.
Minimum investment: ₹5 crore.
Our approach — simple, disciplined, collaborative
1) Discovery & objectives: We start with a deep discovery to document goals, liquidity needs, tax considerations and non-financial preferences.
2) Investment Mandate: We co-create a formal mandate that becomes the blueprint for portfolio design and ongoing governance.
3) Portfolio construction: Using proprietary research and concentrated conviction ideas (equities) or rigorous fund selection (wealth), we design a portfolio tailored to the mandate.
4) Implementation & ongoing management: Portfolios are monitored and rebalanced according to the mandate and changing market context. For Equity Bespoke, strict adherence to our investment philosophy guides all stock decisions.
5) Review & reporting: Regular reviews, performance attribution and clear research rationales keep clients informed and aligned.