An academic collaboration with IIT Bombay faculty members
Exchanging academic insights on a customer segmentation framework and a robust quantitative fund selection engine, applied within models built independently by Godrej Wealth.
The collaboration
Godrej Wealth has established an academic collaboration with the faculty members at IIT Bombay to exchange academic insights on a customer segmentation framework (Godrej Signals) and robust quantitative fund selection engine (Godrej Choice). Our proprietary wealth models are independently developed by Godrej Wealth's in-house investment research team, following an academic consultation with faculty members of IIT Bombay.
Godrej Signals
A proprietary diagnostic that reads each client through three independent lenses — grounded in the client's own circumstances, applied uniformly across clients, and reviewed alongside the SEBI risk profile.
The Three Reads
Investment Psyche
Financial Capacity
Market Allocation
Together, the three reads turn diagnosis into direction — discussed one-on-one with the Wealth Manager.
Godrej Choice
Across 1,600+ mutual fund schemes, 1,000+ PMS strategies and 1,700+ AIFs, Godrej Choice is the outcome of the FORTE Framework — a sequential five-gate discipline that pairs quantitative screening with expert judgement.
The Five Gates
Filter
Quantitative Screen
Liquidity, consistency and risk filters define the addressable universe.
Observe
Behaviour Under Stress
Drawdown analysis, regime testing, and scenario evaluation across cycles.
Rank
Conviction Weighting
Qualitative review and conviction-weighted ranking against the opportunity set.
Triangulate
Institutional Review
Evaluate against peers across multiple metrics to ensure balanced, well-rounded performance.
Endorse
Portfolio Inclusion
Endorsed for inclusion, sized to mandate, and monitored on a continuing basis.
Filter
Quantitative Screen
Liquidity, consistency and risk filters define the addressable universe.
Observe
Behaviour Under Stress
Drawdown analysis, regime testing, and scenario evaluation across cycles.
Rank
Conviction Weighting
Qualitative review and conviction-weighted ranking against the opportunity set.
Triangulate
Institutional Review
Evaluate against peers across multiple metrics to ensure balanced, well-rounded performance.
Endorse
Portfolio Inclusion
Endorsed for inclusion, sized to mandate, and monitored on a continuing basis.
Allocations are made only to opportunities that have cleared every gate, a single, defensible standard for what enters a Godrej Wealth portfolio.
Disclaimer. Godrej Wealth retains full independence and discretion over how, and to what extent, these academic inputs are applied to the final models. Any decision to adopt, modify or implement such academic inputs is made exclusively by Godrej Wealth, which bears sole responsibility for the final models. The underlying intellectual properties, Godrej Signals and Godrej Choice, belong strictly to Godrej Wealth, and IIT Bombay's involvement is strictly limited to mathematical, statistical and quantitative validation. Nothing on this page shall be construed as indicating that IIT Bombay endorses, certifies, approves or recommends Godrej Wealth, its products, services, investment strategies or commercial offerings. Faculty participate in their academic capacity only; their participation does not constitute an institutional view or endorsement by IIT Bombay, and IIT Bombay and its professors bear no legal, financial or reputational responsibility for the market performance, accuracy or commercial outcomes of the models developed by Godrej Wealth.