Domestic Alpha
Indian Equities
Bharat growth compoundingSmall and mid-cap compounding, infrastructure capex and manufacturing supply-chain shifts — researched bottom-up, held with patience.
Private Wealth Advisory & Macro Research
Asymmetric returns,
engineered by
pure research.
Strokes Capital is a private, research-led advisory across Indian equities, global equities and digital assets — independent thinking, concentrated conviction and institutional-grade risk discipline for high-net-worth investors.
₹150 Cr+Model portfolio capital tracked
3Core asset classes
100%Proprietary research models
Macro Desk · LiveNifty 50 · INRNasdaq 100 · USDBTC · On-chainSector rotation
↓ Scroll
Bharat Capex • AI Infrastructure • Quantitative Valuation • Solana Network • Sector Rotation • NSE Nifty 50 • Nasdaq 100 • Bitcoin Macro
01 — Strategies
Three books. One research desk.
Every allocation begins as a research thesis — tested against first principles, quant models and on-chain evidence before a single rupee moves.
Global Growth
Global Equities
Technology & innovationAI infrastructure leaders, US mega-cap technology value chains and global thematic hedges across developed markets.
Digital Frontier
Crypto & Digital Assets
Macro liquidity cyclesInstitutional Bitcoin and Layer-1 allocation models driven by macro liquidity cycles and on-chain signal research.
"We do not predict markets.
We position for asymmetry."Strokes Research Desk
02 — Philosophy
Research is the product.
Returns are the by-product.
First-principles macro
We begin with liquidity, demographics and policy — not consensus narratives or headline noise.
Proprietary quant & on-chain models
Position sizing and entry timing informed by in-house quantitative and on-chain research systems.
Concentrated conviction
A handful of high-conviction positions rather than index-hugging diversification.
Downside first
Capital preservation is the first mandate; returns are the reward for surviving drawdowns.
03 — Model Performance
Compounding,
measured.
Since 2020, our multi-asset model has compounded at 35% CAGR — tracked against a blended benchmark of Nifty 50, global tech and digital-asset weights. Full methodology is shared in every private briefing.
35%CAGR since 2020 · model portfolio- Strokes multi-asset model
- Blended benchmark
Model line indexed to 100 in 2020 at the stated 35% CAGR; benchmark line illustrative. Not a guarantee of future results; past performance does not guarantee future returns.
04 — The Desk
Small team. Deep work.
SP
Sahil Patani
Founder & CEODeep-research investor with 10 years of experience identifying emerging sectors early through a top-down lens.
KE
Karl Eichorn
Head of Global EquitiesSpecialist in algorithmic asset allocation and quantitative valuation systems.
05 — Private Briefing
Let's talk about your allocation.
Briefings are private, discreet and research-first. Share a few details and our desk will respond within two business days.
By submitting this form you confirm you are an accredited / high-net-worth investor and that this is a research inquiry, not a solicitation.