Galactic Milestones

Tactical Equity Investing for Goals

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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

Universe

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

Volatility

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

Model Portfolio

Factual Returns Information. Please read the Disclaimer Note below.

Disclaimer Note: The above charts tables and figures are a tool to communicate factual return information only & should not be seen as an advertisement or promotion of any sort. All factual return information including graphs & numbers are calculated using backtested & live data and include rebalances. Past performance doesn’t include trading costs, applicable taxes, & fees, or in no way guarantees future returns. Actual performance will depend on the exact execution price, costs & taxes which may vary for each investor. Investors should thoroughly understand the investment strategy apart from factual returns information in order to make informed investing decisions.

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Suitability

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

  • 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
Growth

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

Investment Objectives - Preservation
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.