Peepal Tree

Investing in
the future.

"Growing Wealth Sustainably"

High-end investment research — combining the power of proven options strategies, AI-powered algo trading, and institutional expertise — made accessible to serious high-income investors, not just the ultra-rich.

Our Purpose
20+ Years avg. experience
4 Core capabilities
4 Countries of pedigree
Our Purpose

"Growing Wealth
Sustainably"

The Peepal tree — also known as the Bodhi tree — is a symbol of prosperity, knowledge, and longevity across centuries. Like the tree itself, we are rooted in patience and discipline, focused on long-term, sustainable growth rather than short-term speculation.

We believe capital not invested wisely is wasted potential. We are here to change that — with technology, financial wisdom, and an uncompromising ethical approach to investment management.

⊕

Protect Capital

We do not undertake high-risk strategies. Capital preservation is the foundation of every decision.

⟳

Grow Capital

Proven options strategies combined with systematic investing for sustainable above-index returns.

◈

Skin in the Game

Partnership model — we invest our own capital alongside yours. Interests are aligned.

◉

Peace of Mind

Full transparency, proactive updates, no hidden charges. You are a partner, not a number.

The Problem We Solve

Your capital deserves better.

"Very Busy High-Income individuals do not have the opportunity to invest their capital in professionally managed, high-end investing methods — and so do not benefit from high returns, leaving them less financially secure in the long run."

You've worked hard. You earn well. But you're too busy to actively manage your investments — and the financial industry hasn't made it easy:

  • Most financial firms design products for their commission, not your returns.
  • High-end investment methods have historically been reserved only for UHNI/VHNI clients.
  • FinInfluencers on social media provide recommendations for their own benefit, not yours.
  • Banks lack transparency — even their relationship managers are often less informed than they should be.
  • You're left choosing between passive investing, trusting the wrong people, or doing nothing at all.
  • Capital not invested wisely is an inefficiency — and a financial loss you pay silently every year.
We proactively advise every partner to first ensure sufficient liquidity for day-to-day needs before investing with us.
Our Offerings

How we create value

We combine the proven power of long-term equity investing with the return-enhancing potential of options strategies — powered by AI and technology. The result: sustainable, above-market returns at manageable risk and low cost.

01

Options-Powered Algo Trading

Our core strategy: combining systematic equity investing with disciplined options trading. We use AI-powered algorithms to execute proven derivative strategies — generating sustainable higher returns at calculated, manageable risk.

Options Trading Algo / Quant Derivatives Risk-Controlled
02

AI-Powered Trading Platform

Our proprietary cloud-native, AI-augmented trading platform — built in-house by engineers from Microsoft, Goldman Sachs, and Infosys — is available to traders. Institutional tools, accessible to all.

Cloud-Native AI / ML Strategy Builder Freemium
03

Market Research & Intelligence

Deep-dive research distilling macroeconomic trends, sector developments, and global events into actionable insights. Designed for investors who want an informed edge without spending hours chasing information.

Macro Research Sector Analysis Global Markets Data-Driven
04

Managed Portfolios & Funds

Expert-curated Smallcases, SEBI-regulated Portfolio Management Services (PMS), and Alternative Investment Fund (AIF) structures — offering structured, professionally managed pathways to superior risk-adjusted long-term returns.

Smallcase PMS AIF Portfolio Mgmt
Technology

Our trading platform

Built from scratch by engineers who have seen — and built — systems at the world's largest financial and technology institutions. Our platform brings institutional-grade infrastructure to every trader.

  • AI Signal Engine Machine learning models trained on decades of market data to identify high-probability setups.
  • Cloud-Native Infrastructure Auto-scaling, low-latency execution with institutional-grade uptime and reliability.
  • Strategy Builder & Backtester No-code and pro-code tools to build, test, and deploy custom algorithmic strategies.
  • Risk Management Suite Real-time portfolio risk monitoring, drawdown controls, and automated circuit breakers.
  • Broker Integration & API Seamless connectivity to major Indian and global brokers with a full REST/WebSocket API.
Strategy Performance Snapshot
Momentum
+88%
Mean Rev.
+72%
Vol Arb
+65%
Delta Hdg.
+54%
Illustrative back-tested returns. Past performance not indicative of future results.
Intelligence

Research & Market Insights

Our research team distils complex global developments into clear, actionable intelligence — empowering investors to stay ahead of the curve.

Macro

Global Rate Cycles & Emerging Market Implications

How shifting Fed and ECB policy is reshaping capital flows, currency dynamics, and equity valuations across emerging markets including India.

Sector Deep-Dive

India's Infrastructure Supercycle: Identifying the Compounders

A systematic analysis of capex pipelines, order books, and valuation multiples across the infrastructure and capital goods sectors.

Derivatives

Volatility Regimes & Options Strategy Calibration

Quantitative framework for adjusting options strategies in response to changing implied volatility regimes and term structure dynamics.

Subscribe to Research
Investment Solutions

Find the right vehicle for you

Expert-Built Smallcases

Curated, theme-based equity baskets built by our research team and quantitative analysts — giving retail investors seamless access to institutional-grade portfolio construction.

  • Thematic & factor-based portfolios (quality, momentum, value)
  • Direct stock ownership — no fund-level fees or lock-ins
  • Systematic rebalancing based on quantitative triggers
  • Transparent holdings and methodology
  • Accessible via major broker integrations
₹1L Minimum Investment
Retail Target Segment
Get Started

Portfolio Management Services (PMS)

SEBI-regulated, individually managed equity portfolios for high-net-worth investors — combining our research edge with active risk management for superior long-term performance.

  • Personalised portfolios tailored to your risk profile and objectives
  • Direct equity ownership with full transparency
  • Active management by our investment committee
  • Quarterly performance reviews and reporting
  • Dedicated relationship manager
₹50L Minimum Investment (SEBI)
HNI Target Segment
Schedule a Call

Alternative Investment Fund (AIF)

Our SEBI-registered AIF provides access to sophisticated, non-traditional strategies — including long/short equity, options writing, and special situations — for eligible institutional and ultra-HNI investors.

  • Category I / II / III AIF structures (as applicable)
  • Absolute return focus with defined drawdown controls
  • Diversified across multiple strategies and instruments
  • Rigorous compliance and investor reporting
  • Access to strategies unavailable in traditional fund formats
₹1Cr Minimum Investment (SEBI)
UHNI Target Segment
Request Prospectus

Algorithmic Co-Investment

Participate directly in our proprietary algorithmic trading strategies. We run proven, back-tested derivative strategies on our own capital — and open select tranches to trusted investors seeking above-market returns.

  • Skin-in-the-game: we invest our own capital in every strategy
  • Rigorous back-tested and live track record
  • Full transparency on strategy logic and risk parameters
  • Monthly reporting with granular trade-level data
  • Performance-based fee structure — aligned with your success
Select Invitation-Based Access
All For Informed Investors
Express Interest
How It Works

Our Partner Journey

A simple, transparent five-stage journey — from first conversation to long-term partnership. No surprises, no pressure.

1

Information

We establish contact and share what Peepal Tree does, how it works, and what to expect.

2

Interest

We answer all your questions 1:1, understand your needs, and recommend the right plan.

3

Relation

You decide to partner with us. Agreement is prepared, signed, and the partnership is formalised.

4

Experience

Funds received, investment structured, and deployed. Monthly performance updates are shared proactively.

5

Advocacy

You experience the Peepal Tree difference — and share it with others you trust.

Why We Are Different

What makes us WOW.

  • ⊕
    True partnership model We have skin in the game — your profit is our profit. We invest our own capital alongside yours, putting us firmly on the same side as you.
  • ◈
    Better returns at lower risk Combining investing + options trading at calculated risk — the "WOW" of the Peepal Tree approach.
  • ◉
    Full transparency, zero hidden charges No commissions, no undisclosed fees. You see everything, always.
  • ⟳
    You are a partner, not a product Proactive updates, respectful communication, and genuine care for your financial future.

Our Promise to You

You said
"Don't lose my money"
We deliver
Protect Capital
You said
"I want long-term growth"
We deliver
Grow Capital
You said
"No hidden charges"
We deliver
Full Transparency
You said
"Don't make me chase info"
We deliver
Peace of Mind
Our Principles Don't lose money. Do the right thing. Be fair to all. Our Values Honesty · Teamwork · Courage · Resilience
The Team

Institutional expertise.
Entrepreneurial soul.

We are a small team of senior professionals who've spent combined decades at some of the world's most respected institutions. We left comfortable positions to build something we believe in — and we invest our own capital alongside yours.

Our educational pedigree spans IITs, the University of St. Gallen (MBA-HSG, Switzerland), and CFA/FRM credentials. Our professional experience spans global finance, technology, consulting, and capital markets.

Honesty Teamwork Courage Resilience Meritocracy Entrepreneurial

"Someone is sitting in the shade today because someone planted a tree a long time ago."

— Warren Buffett · The Peepal Tree philosophy
RG
Ratan Gupta
KV (Edtech) · Headstrong · B. Tech - IIT Kharagpur · FRM, CFA - CFA Institute USA
BR
Bharat Rawal
KPMG · Microsoft · B. Tech - IIT Delhi · MS - UC Irvine USA · MBA - HSG Switzerland
Illustrative Returns

What could 1 Crore become in 20 years?

By combining systematic equity investing with disciplined options trading, our strategy targets a CAGR meaningfully above what index funds alone can deliver — at manageable, defined risk.

Value
~₹16Cr
₹1Cr → after 20 yrs
Premium
~₹38Cr
₹1Cr → after 20 yrs
Ultimate
~₹87Cr
₹1Cr → after 20 yrs

Pre-tax projections in hypothetical scenarios for illustration only. Past performance is not indicative of future results.

20-Year Growth from ₹1 Cr

Index Funds
~₹10Cr
Value
~₹16Cr
Premium
~₹38Cr
Ultimate
~₹87Cr

"If you're able to earn an 18% return on your portfolio, you are no less than a King. If the return is 21%, you are an Emperor."

— Rakesh Jhunjhunwala

Start the Conversation
A Plant Is Planted — Make It Grow

Ready to grow your wealth sustainably?

Whether you're curious, ready to invest, or want to learn more — we'd love to speak with you. Every partnership starts with a conversation.

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Markets India NSE/BSE · US · EU
Regulatory Disclaimer: Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future results. Peepal Tree Capital is not a registered investment advisor. PMS and AIF services are subject to SEBI regulations and minimum investment thresholds as applicable. Algorithmic and options trading involve significant risk. Return projections shown are hypothetical, pre-tax, and for illustrative purposes only. This website does not constitute investment advice. Please consult a qualified financial advisor before making investment decisions.