QVGS Continental tax

Continental Tax

Profit-generation with Tax Saving
using Growth assets

Overview

The Continental Tax portfolio is exposed to Indian Equities through the ELSS category of mutual Funds in order to grow capital, generate profits to de-risk capital useful for Saving Tax under Section 80C.

Core Investment Objectives

of the Tax Portfolio

Satellite Investment Objectives

of the Tax Portfolio

Portfolio Features

Solutions, System & Strategy

Solution

Investment Objective

Core Portfolio
  • Save-tax with a time horizon of 3 years and generate profits at intervals
  • Gain by investing in Actively-managed Diversified-Equity portfolios
  • Start with a minimum lump sum and add more using SIP or lump sum at any schedule
System

Parameters

Diversified-Equity
  • 1 Asset Classes (India Equity)
  • Quarterly Fund Review for India Equity
  • Mutual Funds holdings only
Strategy

Portfolio Features

Himalaya Algorithm
  1. Diversified-equity creating 1 Risk Configuration
Suitability

Preferences, Capacity & Requirements

Risk Preferences

Exposure to volatility

Single-Configuration

Suitable for: All Risk Profiles

Risk Capacity

Minimum ticket size of investment

HIGH
  • Minimum Capital: 1.5 Lac. p.a.
  • Ticket Size: Low ✕ | Medium ✓ | High ✓
Risk Requirements

Minimum Holding Period

3 Years+
  • Short-term (to be realized after 3 years or beyond)
Growth Assets

The Investment Objective of Create wealth (through human efforts) through various economies

India Equities

Managed using the Himalaya Algorithm

Features of the Himalaya Sub-Portfolio

  • Takes exposure to diversified-equity ELSS mutual funds.
  • ELSS funds have tax-saving features.
  • Funds are chosen in dividend mode so as to de-risk capital from time to time.
Invest in the Tax Portfolio

You can invest through our partner Administration Platform.

Continental Suite

Multi-Asset Portfolios for Growth, Preservation, Income-creation and Profit-generation.

The Continental Family of Portfolios

Specific needs such as Income Generation and Tax Saving need specific solutions. Hard-earned capital used for income generation requires:

  • Capital Preservation
  • Maximum Availability of Income
  • Tax Efficiency

Tax savings employs locked-in solutions which are volatile and require de-risking capital by profit-taking. The Continental Suites provides specifically tailored solutions that can easily be implemented using 3 strategies combined to make 2 portfolios.

Inspiration Behind The Continental Suite

The Continental Suite is inspired by The continental features on the earth shaped as Golden Spirals. A golden spiral is a natural shape in which continental features fold when faced with tectonic forces.

  1. Gulf is inspired by the shape of the Gulf of Mexico
  2. Africa is inspired by the shape of the the African continent
  3. Himalaya is inspired by the shape of the Himalayan Range folding at the Pamir Knot and the constant erosion of the mountains as they grow.