Ready-made Investment Plans
Ready-made Investment Plans for Beginner Investors.
Start your investment journey with ease and clarity using our Ready-made Investment Plans that keep your investing risk & rewards in balance with your investment objectives.
Core & Satellite Investing
Core Portfolios
Core portfolios intend to take less-than-market risks and generate market-like returns. We invest in Core strategies with the investment objectives of Growth, Accumulation, and Preservation. This is done by running strategies with Dynamic Asset Allocation & Passive Tactical investment styles. By using low-cost ETFs across asset classes globally (equity, gold, debt and equivalents in Indian, U.S. and Global Indices), Core Portfolios offer both deep liquidity and capital preservation. We manage core portfolios using a multi-asset investment process. Use Core Portfolios to map to your needs, such as contingency, retirement, buying a House, funding an education, and so on.
Satellite Portfolios
Satellite portfolios intend to take market-like risks and generate better-than-market returns. Satellite strategies invest using the Quantamental Investing methodology in Value, Growth, and Sentiment investment styles. These strategies follow Profit-generation, Income-creation, and Capital-appreciation investment objectives and operate on Indian and U.S. Equities. Satellite Portfolios offer both nimble rebalancing and targeted risk-taking. Use Satellite portfolios to map to your desires, such as vacations, big-ticket purchases, charity, etc.
Core and Satellite splits for investors with different risk profiles can vary to suit their needs. Within these splits, we recommend allocating to multiple strategies to ensure a higher probability of positive outcomes.
Choose from Aggressive, Balanced, and Conservative ready-made plans so that you never go wrong with your investing!
Core & Satellite Split
Split every 100 Rupees in the following ratios to create an optimum portfolio for Aggressive deployment.
Core Strategies: 40%
- Evergreen – 25%
- Target – 15%
Satellite Strategies: 60%
- Waves – 15%
- Whirlpool – 20%
- Tornado – 15%
- Hurricane – 10%
Core Portfolios
Evergreen Allocation: 25%
- INDIA Quantamental Dynamic Asset Allocation Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Target Allocation: 15%
- INDIA Quantamental Passive Tactical Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Satellite Portfolios
Waves Allocation: 15%
- INDIA Quantamental Sentiment Strategy.
- Takes positions in up to 10 Large-midcap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Whirlpool Allocation: 20%
- INDIA Quantamental Growth Strategy.
- Takes positions in up to 10 Mid-smallcap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Tornado Allocation: 15%
- INDIA Quantamental Value Strategy.
- Takes positions in up to 10 Small-microcap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Hurricane Allocation: 10%
- INDIA Quantamental Value Strategy.
- Takes positions in up to 10 Nanocap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Core & Satellite Split
Split every 100 Rupees in the following ratios to create an optimum portfolio for Balanced deployment.
Core Strategies: 50%
- Evergreen – 30%
- Target – 20%
Satellite Strategies: 50%
- Digit – 10%
- Cubit – 15%
- Palm – 25%
Core Portfolios
Evergreen Allocation: 30%
- INDIA Quantamental Dynamic Asset Allocation Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Target Allocation: 20%
- INDIA Quantamental Passive Tactical Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Satellite Portfolios
Digit Allocation: 10%
- INDIA Quantamental Sentiment Strategy.
- Takes positions in up to 20 Multicap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Cubit Allocation: 15%
- INDIA Quantamental Growth Strategy.
- Takes positions in up to 20 Multicap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Palm Allocation: 25%
- INDIA Quantamental Value Strategy.
- Takes positions in up to 20 Multicap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Core & Satellite Split
Split every 100 Rupees in the following ratios to create an optimum portfolio for Conservative deployment.
Core Strategies: 60%
- Evergreen – 35%
- Target – 25%
Satellite Strategies: 40%
- Cubit – 25%
- Palm – 15%
Core Portfolios
Evergreen Allocation: 35%
- INDIA Quantamental Dynamic Asset Allocation Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Target Allocation: 25%
- INDIA Quantamental Passive Tactical Strategy.
- Takes positions in Index ETFs, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Satellite Portfolios
Cubit Allocation: 25%
- INDIA Quantamental Growth Strategy.
- Takes positions in up to 20 Multicap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.
Palm Allocation: 15%
- INDIA Quantamental Value Strategy.
- Takes positions in up to 20 Multicap Stocks, and/or a Gold ETF and/or a Debt ETF.
- Suitable for 5 years & beyond.