Galactic Comfort

Long-term Capital Preservation
using Multi-asset & Multi-strategy Approach

Overview

The Comfort portfolio is exposed Equity Arbitrage and Debt of duration up to 365 days preserve capital useful for covering the needs of life.

Core Investment Objectives

of the Comfort Portfolio

Portfolio Features

Solutions, System & Strategy

Solution

Investment Objective

Core Portfolio
  • Preserve wealth with a time horizon of 1 year and beyond
  • Gain by investing in Multi-asset & Multi-strategy portfolios.
  • Start with a minimum lump sum and add more using SIP or lump sum at any schedule
System

Parameters

Multi-Asset
  • 3 Asset Classes (Equity Arbitrage | Corporate Bonds | Government Bonds)
  • Low Churn
  • Majority of trades fall under LTCG
  • Mutual Funds holdings only
Strategy

Portfolio Features

Multi-Algorithm
  1. Strategic Asset Allocation
  2. 2-D Diversification for 2 Asset creating 5 Risk Configurations
  3. Strategic Barbell Principle
Suitability

Preferences, Capacity & Requirements

Risk Preferences

Exposure to volatility

Multi-Configuration

Suitable for: All Risk Profiles

Risk Capacity

Minimum ticket size of investment

HIGH
  • Minimum Capital: 10 Lac.
  • Ticket Size: Low ✕ | Medium ✕ | High ✓
Risk Requirements

Minimum Holding Period

10 Years+
  • Long-term (to be realized after 10 years or beyond)
Applications

Practical Uses

Wealth Waterfall

Best used to:

  • Cover contingencies
  • Create a psychological buffer
  • Retire capital on early goal achievement
Asset Allocation

Meeting the Investment Objectives of the Comfort Portfolio

Strategic Asset Allocation
  • Inter-asset Strategic Allocation decides the percentage of the portfolio allocated to Equity-arbitrage and Debt as per the risk profile of the investor.
  • Intra-asset Strategic Allocation is done between ultra-short duration debt (of up to 90 days) and low duration debt (of up to 365 days) as per the interest rate scenario. In a rising interest rate regime, lesser duration is preferred and vice versa in a falling interest rate regime.
Preservation Assets

The Investment Objective of Parking Capital in Safe Assets

India Equity Arbitrage

Managed using the Scutum-Crux Algorithm

Features of the Scutum-Crux Sub-Portfolio

  • Takes exposure to Equity Arbitrage.
India Corporate & Government Bonds

Managed using the Norma Algorithm

Features of the Norma Sub-Portfolio

  • Takes exposure to fixed and variable duration government debt with a duration of less than 365 Days.
  • Moves to ultra-short-term (put to 90 days) debt in a rising interest scenario and low-duration (up to 365 days) debt in a falling interest rate scenario.
Invest in the Comfort Portfolio

You can invest through our partner Administration Platform.

Galactic Suite

Multi-Asset Broad-Market Portfolios for Preservation, Accumulation & Growth
using Mutual Funds

The Galactic 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 that requires a long-term commitment. During this time you may encounter:

  • Turbulence in the markets
  • Personal challenges

Investment portfolios suffer the greatest 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 combined to make 5 portfolios for the long to medium term.

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