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.
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.
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Multi-asset Blended Investing for Income Replacement | Low Volatility | Index, Arbitrage, Low-Duration, & Ultra-short Duration Mutual Funds | |
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Multi-asset Blended Investing for Income Supplementation | Low Volatility | Index, Arbitrage, Low-Duration, & Ultra-short Duration Mutual Funds | |
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Equity Investing for Tax Saving & Dividends | Medium Volatility | ELSS Equity Mutual Funds |