Long-term Capital Preservation
using Multi-asset & Multi-strategy Approach
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
Solutions, System & Strategy
- 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
- 3 Asset Classes (Equity Arbitrage | Corporate Bonds | Government Bonds)
- Low Churn
- Majority of trades fall under LTCG
- Mutual Funds holdings only
Preferences, Capacity & Requirements
Exposure to volatility
Suitable for: All Risk Profiles
Minimum ticket size of investment
- Minimum Capital: 10 Lac.
- Ticket Size: Low ✕ | Medium ✕ | High ✓
Minimum Holding Period
- Long-term (to be realized after 10 years or beyond)
Best used to:
- Cover contingencies
- Create a psychological buffer
- Retire capital on early goal achievement
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.
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.
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: