Core Investing
Portfolios

Core Investing portfolios are designed to Grow, Accumulate and Preserve large amounts of capital for individuals, families and institutions at lower than market risks and similar or better returns.

Core Principles

Specific principles are used in Core portfolio construction. These are as follows:

Multi-Asset Core Portfolios

The Galactic Suite family of portfolios

When you decide to invest for your future self, be it 10, 20, 30, or 50 years from today, we respect your choice which requires a long-term commitment. During this time you may encounter:

  • Turbulence in the markets
  • Personal challenges

Investment portfolios suffer the most significant damage when these events coincide (need for money and drop in portfolio value).

The Galactic Suite provides a comfortable and doable investment journey while avoiding unsavory outcomes using 5 strategies to make 5 portfolios.

The galactic suite

ETF Portfolios

made using passive Exchange Traded Funds

Mutual Fund Portfolios

made using Index, Gold, Arbitrage and Debt Funds

milkyway

Inspiration Behind the Galactic Suite

The Galactic Suite is inspired by The Milky Way galaxy, which has 5 arms in the shape of Golden Spirals. 5 itself is a Fibonacci number. Correspondingly, the Galactic Suite’s portfolios, are themselves a portfolio of 5 strategies representing the 5 arms of the Milky Way. Each of these strategies gives exposure to a separate asset class and is named after the arms of the Milky Way galaxy:

  1. Cygnus
  2. Perseus
  3. Sagittarius
  4. Scutum-Crux
  5. Norma

Our Solar system is located in a minor arm of the Milky Way called Orion.

Solution-Oriented Core Portfolios

The Continental Suite family of portfolios

the continental suite

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.

Mutual Fund Portfolios

made using Debt, ELSS. Index and Arbitrage Funds

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. The Gulf is inspired by the shape of the Gulf of Mexico
  2. Africa is inspired by the shape of 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.

Compare All Core Portfolios

Portfolio Best Use Invest Now Risk Preferences Risk Capacity Risk Requirements Minimum Investment Amount Instruments Pricing
Ideal use case for investors Link to invest in this portfolio and specific platform Preferences are linked to volatility exposure in 3 buckets - - Low | Medium | High Capacity is linked to financial assets networth in 4 buckets - Beginner Investor (up to INR 10 Lac) | Covered Investor (up to INR 75 Lac )| Aspiring Rich (up to INR 3.75 Cr) | Established Rich (above INR 3.75 Cr) Requirements are linked to eventual use - Wealth | Goals | Cash-flow The minimum investment required to participate in this portfolio Core portfolios work with Mutual Funds (MFs) | Exchange Traded Funds (ETFs) We charge a FLAT pricing (2.00% p.a. of AUA billed monthly) or a SLAB pricing (Starting from 1.50% and dropping with size of investment to to 1.00% p.a., billed quarterly).
Useful for creating and growing wealth Low Beginner Investor Wealth INR 25,000/- ETFs FLAT
Useful for creating and growing wealth Medium Beginner Investor Wealth INR 25,000/- ETFs FLAT
Useful for creating and growing wealth High Beginner Investor Wealth INR 25,000/- ETFs FLAT
Useful for creating a retirement corpus and covering contingencies Open a MF account High | Medium | Low Covered Investor Wealth INR 10,00,000/- MFs SLAB
Useful for creating and growing wealth Open a MF account High | Medium | Low Covered Investor Wealth INR 10,00,000/- MFs SLAB
Useful for preserving wealth and creating liquidity Open a MF account High | Medium | Low Covered Investor Wealth INR 10,00,000/- MFs SLAB
Useful for funding time-critical essential goals Open a MF account High | Medium | Low Covered Investor Goals INR 10,00,000/- MFs SLAB
Useful for income Replacement & supplementation Open a MF account High | Medium | Low Covered Investor Cash-flow INR 10,00,000/- MFs SLAB
Useful for tax-saving and profit-generation Open a MF account Medium & Above Beginner Investor Wealth & Cash-flow INR 30,000/- MFs SLAB

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