SEBI Registered Investment Advisor · INA000015747

Your Portfolio
Has Problems.
Most Investors Don't
Find Out Until It's Too Late.

Voyager by Paterson gives you a dedicated wealth manager, a rebuilt portfolio, and 24 stock recommendations a year.

The Problem

We've Reviewed Thousands
of Portfolios.

More than 90% of them possess one or more of these issues. Is yours one of them?

⊞

Too Many Stocks

Over-diversification dilutes returns and makes portfolios unmanageable.

⊗

Poor Stock Selection

Holdings chosen without a coherent fundamental framework — bought on tips.

◎

High Concentration Risk

Oversized positions in a single stock create unnecessary volatility.

⟳

Trend-Based Selection

Buying what's hot rather than what's right — leading to buying high, selling low.

◫

Poor Sector Diversification

Cluster risk across correlated sectors that move together.

⊜

Allocation-Profile Mismatch

Portfolio aggressiveness doesn't match your actual risk tolerance.

Investment Approach

Creating the Right Balance.

Every Voyager portfolio is built on a proven 80/20 framework — designed to compound steadily and capture short-term opportunities.

Core

80%

Long-Term Compounders

The foundation of your portfolio. Built on rigorous fundamental analysis to outperform the benchmark over the long run.

Stocks meant for the long-term Based on fundamental analysis Makes up 80% of your portfolio Designed to outperform the benchmark

Satellite

20%

Short-Term Opportunities

The tactical layer. Momentum-driven picks designed to capture quick gains while keeping your core holdings intact.

Aims to make quick gains in weeks Based on momentum strategy Makes up 20% of your portfolio Takes advantage of opportunities

Your Journey With Us

Up and Running
in 48 Hours.

From onboarding to a fully rebuilt portfolio — a fast, guided process.

Onboarding

Sign the agreement, complete your risk profiling questionnaire, and share a screenshot of your current portfolio.

Realign

Our team of experts rebuilds your portfolio — cutting excess stocks and adding high-conviction picks — within 48 hours.

Updates

Receive monthly stock recommendations, performance updates, and access to research reports. Ongoing, always.

Pricing

One Plan.
Everything Included.

Annual Subscription

₹20,000

+ GST per year

Billed annually. Equivalent to ₹1,970 per month — less than most people spend on subscriptions.

✦Core portfolio alignment

✦Portfolio rebuilt in 48 hours

✦24 satellite stock recommendations per year

✦Monthly performance report

✦Access to research reports

✦Dedicated wealth manager

✦Full control over your trades

SEBI Registered · Estd. 1935 · INA000015747

Frequently Asked
Questions

What is Voyager?+

Voyager is your personal financial concierge from Paterson Capital. We review your existing portfolio, rebuild it around our proven 80/20 core-satellite strategy, and provide ongoing stock recommendations and performance tracking.

Do I lose control of my trades?+

No. You retain full control over every trade at all times. Voyager provides recommendations and portfolio guidance — you decide when and whether to execute.

How quickly will my portfolio be realigned?+

After onboarding, our team of experts rebuilds your portfolio within 48 hours. We cut out excess stocks, add high-conviction picks, and deliver a clear action plan.

What is the 80/20 approach?+

80% of your portfolio is in Core stocks — long-term, fundamentals-based positions designed to beat the benchmark. The remaining 20% is in Satellite picks — momentum-driven trades targeting quick gains over weeks.

Is Voyager SEBI registered?+

Yes. Voyager is offered by Alphaware Advisory Services Private Limited (Brand: Paterson), a SEBI Registered Investment Adviser. Registration No: INA000015747. BASL ID: 1610. Registration is valid in perpetuity from February 08, 2021.

Your PortfolioHas Problems.Most Investors Don'tFind Out Until It's Too Late.

We've Reviewed Thousandsof Portfolios.