Galactic Milestones

Tactical Equity Investing for Goals


Core portfolio designed to attain long-term funding goals for covered, aspiring rich, and established rich investors.

  • Risk: Conservative and above
  • Type: Core Portfolio
  • Advisory Fee: 1.5% p.a.
  • Min investment: INR 100,000

Portfolio Strategy

Tactical Management

Better returns with timing of entries and exits in cyclical asset classes (equity and gold) using algorithms.

Dynamic Market Cap Allocation

Optimized volatility exposure with systematic change in exposure to different market caps.

Barbell Strategy

Lower drawdowns by switching from 100% to 0% exposure to risky assets, generating a time-weighted asset allocation.

Key Parameters


Mutual Funds - NIFTY 50 Index Fund, NIFTY Next 50 Index Fund, Nifty Midcap 150 Index Fund, & Equity Arbitrage Fund.

Holding Period

Medium-term, 10 Years and beyond

Ticket Size

Minimum INR 1,00,000 and no upper limit.

Review Frequency

Monthly review for rebalancing and tactical change


3 Configurations: SAVE - Low | GROW - Medium | PRIME - High

Model Portfolio


  1. All performance graphs & numbers are calculated using backtested & live data and include rebalances.
  2. Past performance doesn’t include costs and fees or guarantee future returns.
  3. The above graphs are calculated on index and commodity values. Actual performance will depend on the NAVs of the mutual funds through which the strategy is executed.

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The volatility, ticket size, and purpose of the portfolio are determined by its exposure to asset classes, instruments, and investment styles employed respectively. Combined together, these parameters describe the suitability of the strategy.
Risk Preferences
PCR - Conservative

  • Asset-classes/ Market Cap: Equity (NIFTY 50) | Equity Arbitrage
  • Peak Volatility: Low

PCR - Balanced

  • Asset-classes/ Market Cap: Equity (NIFTY 50 + NIFTY NEXT 50) | Equity Arbitrage
  • Peak Volatility: Medium

PCR - Aggressive

  • Asset-classes/ Market Cap: Equity (NIFTY 50 + NIFTY NEXT 50 + NIFTY MIDCAP 100) | Equity Arbitrage
  • Peak Volatility: High

Risk Capacity
PCR - Covered Investor

  • Instruments: Mutual Funds (Index & Arbitrage)
  • Investment Universe: Broad-based Equity

Risk Reqruirement
PCR - Goals Waterfall

  • Investment Style: Tactical
  • Waterfall Category: Goals

Evaluate Your Risk Profile

We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.

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Quantamental Investment Objectives

Investment Objectives - Growth

The inherent drive to thrive as much as others. Attained through exposure to broad-based equity.

Investment Objectives - Preservation

Preparing for rough patches in a timeframe of up to 1 year in order to meet the need for safety. Attained through exposure to overnight debt.

Quantamental Algorithms Deployed

The Evergreen portfolio is constructed using the algorithms from the Galactic Suite.

Growth-cycle algorithm for global primary market cap indices


Growth-cycle algorithm derived from Cygnus algorithm for global secondary market cap indices