SEBI Registered Investment Adviser · INA000015747

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

Voyager gives you a dedicated wealth manager, a rebuilt portfolio, and 18 stock recommendations a year.

Join Voyager →
80/20
Core–Satellite Framework
18
Stock Recommendations a Year
48h
Portfolio Rebuild After Onboarding
1:1
Dedicated Wealth Manager
The Problem

We Review Portfolios
Every Single Day.

Most portfolios we review show 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 — built to pursue steady compounding and 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 Aims to outperform the benchmark
Satellite
20%

Short-Term Opportunities

The tactical layer. Momentum-driven picks that pursue short-term opportunities while keeping your core holdings intact.

Targets short-term opportunities over 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.

01

Onboarding

Complete your risk profile, get KYC-verified, e-sign the advisory agreement and pay — fully digital, done in minutes.

02

Realign

Share your portfolio statement (CAS). Your advisor rebuilds it on the 80/20 framework within 48 hours, with a clear action plan.

03

Updates

Ongoing recommendations, monthly performance updates, research access and periodic review calls with your wealth manager.

Most portfolios were never designed.
Voyager changes that.
Every position has a purpose. Every allocation has a reason.

Pricing

Two Plans.
One Goal — Your Wealth.

Voyager · Annual Subscription
₹20,000
+ GST per year

Equivalent to ₹1,667 per month

Core portfolio alignment
Portfolio rebuilt in 48 hours
18 satellite stock recommendations per year
Monthly performance report
Access to research reports
Dedicated wealth manager
Full control over your trades
₹20,000
+ GST per year

Equivalent to ₹1,667 per month

Core fund selection & allocation
Portfolio restructured in 48 hours
Satellite ETF recommendations, as opportunities arise
Monthly performance report
Access to research reports
Dedicated wealth manager
Full control over your investments

Want both? Equity + Mutual Funds bundle — ₹35,000/yr + GST

SEBI Registered · INA000015747

Voyager Plus · Annual Subscription
₹50,000
+ GST per year

Equivalent to ₹4,167 per month

Goal Based Financial Planning
Cash Flow Management
Tax Loss Harvesting
Monthly Performance Reports
Quarterly Strategy Calls
Liability Management
Dedicated Wealth Manager
₹1,00,000
+ GST per year

Equivalent to ₹8,333 per month

Goal Based Financial Planning for your entire family
Joint and individual goal planning
Cash Flow Management
Tax Loss Harvesting across family members
Monthly Performance Reports
Quarterly Strategy Calls
Liability Management

SEBI Registered · INA000015747

Frequently Asked
Questions

What is Voyager?+

Voyager is your personal financial concierge from Paterson. 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 that aim to outperform the benchmark. The remaining 20% is in Satellite picks — momentum-driven trades with shorter, defined horizons.

Is Voyager SEBI registered?+

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

Get in touch

Talk to Us.

Questions, guidance, grievances — we respond within one working day.

Email

hereforyou@paterson.co.in
For anything — questions, onboarding help, or grievances (acknowledged within 48 hours, resolved within 21 days — Grievance Redressal).

Phone

+91 97697 70046
Mon–Fri, 9 AM – 5 PM. Prefer a callback — including help filling any form? Just ask.

Office

Alphaware Advisory Services Private Limited
22/A Shah Industrial Estate, Off Veera Desai Road, Andheri West, Mumbai 400053

Already a client? Your client portal has your portfolio, documents and one-click review-call booking.

Your Portfolio
Deserves Better.

Subscribe in minutes — fully digital onboarding, portfolio rebuilt within 48 hours.

Join Voyager →