QVGS Galactic prosperity

Galactic Prosperity

Long-term Capital Growth through Multi-asset Dynamic-allocation approach using Mutual Funds

Overview

The Prosperity portfolio is exposed to Indian Equities through broad-based indices, and gold in order to grow and accumulate capital with dynamically-allocated and tactically managed assets.

Core Investment Objectives

of the Prosperity Portfolio

3 Configurations

The Prosperity portfolios comes in 3 configurations - SAVE, GROW & PRIME
suitable for different Risk Profiles

Prosperity SAVE

Long-term Capital Growth through Multi-asset LOW-volatility approach.

  • Suitable for: Conservative risk profile
  • Exposed to NIFTY50, Equity Arbitrage, and Gold.
Prosperity GROW

Long-term Capital Growth through Multi-asset BALANCED return-volatility approach.

  • Suitable for: Moderately Conservative & Balanced risk profiles
  • Exposed to NIFTY50, NIFTY NEXT50, Equity Arbitrage, and Gold.
Prosperity PRIME

Long-term Capital Growth through Multi-asset BALANCED return-volatility approach.

  • Suitable for: Moderately Aggressive & Aggressive risk profiles
  • Exposed to NIFTY50, NIFTY NEXT50, Equity Arbitrage, and Gold.

Invest in the Galactic Prosperity Portfolio

Rolling Returns

The Prosperity Portfolios shows superior 10 Year Rolling Returns in comaprison to the respective benchmarks

Recent Returns

3, 5 and 10 Year Performance

Recent Returns are not an indicator of future performance.

Portfolio Features

Solutions, System & Strategy

Solution

Investment Objective

Core Portfolio
  • Accumulate and Grow wealth with a time horizon of 10 years 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 (India Equity | Equity Arbitrage | Gold)
  • Monthly Signal Review for India Equity, U.S. Equity, and Gold.
  • Low Churn
  • Majority of trades fall under LTCG
  • Mutual Funds holdings only
Strategy

Portfolio Features

Multi-Algorithm
  1. Dynamic Asset Allocation
  2. 2-D Diversification for 3 Asset creating 5 Risk Configurations
  3. Strategic & Tactical Barbell Principle
  4. Tactical Management for Growth & Preservation Assets
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:

  • Create a corpus to perpetuate wealth
  • Leave a legacy
Asset Allocation

Meeting the Investment Objectives of the Prosperity Portfolio

Dynamic Asset Allocation
  • Dynamic Asset allocation varies allocation between asset classes basis a formula that is linked to a set of variables such as time, economic measures, ratios, etc.
  • Inter-asset Dynamic Allocation: The portfolio dynamically allocates capital between the Cygnus sub-portfolio, and the Sagittarius sub-portfolio. The change is triggered when the Tactical status of any of the sub-portfolios changes from in-market to out-of-market or vice versa, thereby balancing between the Growth Asset – equity and the Accumulation Asset – Gold. When both the assets are out-of-market and likely to face volatility, the portfolio chooses volatility exposure (equity arbitrage) as the preferred option.
  • Intra-asset Dynamic Allocation: Within the Cygnus sub-portfolio capital is allocated to different market caps based on a formula to maximize the output of the Growth asset – equity.
Rebalancing
  • The Prosperity portfolio is rebalanced every month to meet the target asset allocation between NIFTY50, NIFTY NEXT50 (NIFTY JUNIOR), GOLD, and ARBITRAGE.
  • The default variance from the target asset allocation is 5%.
  • When any of the components undergo a change in Tactical Management, i.e. from in-market to out-of-market (or vice versa), the funds are reallocated to the balance asset classes or are moved to volatility exposed assets i.e. ARBITRAGE.
Long Term Performance

Long Term Equity Curve and Stats


The Prosperity Portfolios exhibit a Continuous Return Profile.
A note on Continuous Return Profile


Invest in the Prosperity 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