Core Portfolios

Multi-asset, Multi-strategy, and Globally-diversified portfolios.

Core Investing intends to take lesser-than-market risk and generate market-like returns using low-cost and highly-liquid instruments.

Key Features

Dynamic Asset Allocation

Algorithmic asset allocation between equity, gold and debt depending on asset outlook.

Tactically Managed Market-cycles

Algorithmic risk-on / risk-off outlook for cyclical assets (equity & gold).

Dynamic Market Cap Allocation

Algorithmiclly change weightage between large & mid cap equity.

Tactical Barbell Construction

100% exposure 70% of the time, instead of 70% exposure 100% of the time to growth assets.

The Galactic Suite

Multi-Asset Core Portfolios

The Galactic Suite is inspired by the golden spirals-shaped arms of the Milky Way galaxy – Cygnus, Perseus, Sagittarius, Scutum-Crux, & Norma. The Galactic family of portfolios uses the broad-based index, gold, and fixed-income funds to cover contingencies, save for retirement, and fund long-term goals.

Multi-Asset Tactical Investing for Wealth 3 Volatility Configurations Index, Gold & Debt Exchange Traded Funds
Multi-Asset Tactical Investing for Goals 3 Volatility Configurations Index & Debt Exchange Traded Funds
Multi-Asset Tactical Investing for Wealth & Retirement 3 Volatility Configurations Index, Gold & Arbitrage Mutual Funds
Multi-Asset Tactical Investing for Goals 3 Volatility Configurations Index & Arbitrage Mutual Funds
Multi-Asset Strategic Investing for Contingencies 3 Volatility Configurations Ultrashort/ Low Duration & Arbitrage Mutual Funds
COMING SOON: Read Detailed Notes

The Continental Suite

Solution-oriented Core Portfolios

The Continental Suite is inspired by the golden spirals in the continental features like the Himalayan knot, the Gulf of Mexico, and the African Continent. The Continental family of portfolios uses broad-based index funds, tax-saving funds, and fixed-income funds to replace & supplement income and tax planning.

Multi-asset Blended Investing for Income Replacement Low Volatility Index, Arbitrage, Low-Duration, & Ultra-short Duration Mutual Funds
Multi-asset Blended Investing for Income Supplementation Low Volatility Index, Arbitrage, Low-Duration, & Ultra-short Duration Mutual Funds
Equity Investing for Tax Saving & Dividends Medium Volatility ELSS Equity Mutual Funds
COMING SOON: Read Detailed Notes
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