Multi-asset tactical Investing for Wealth
Dynamic Asset Allocation
Continuous growth curve with algorithmic change in allocation between equity, gold, and debt.
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.
Lower drawdowns by switching from 100% to 0% exposure to risky assets, generating a time-weighted asset allocation.
Mutual Funds - NIFTY 50 Index Fund, NIFTY Next 50 Index Fund, Gold Fund (of Fund), & Equity Arbitrage Fund.
Medium-term, 10 Years and beyond
Minimum INR 1,00,000 and no upper limit.
Monthly review for rebalancing and tactical change
3 Configurations: SAVE - Low | GROW - Medium | PRIME - High
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.
The inherent drive to thrive as much as others. Attained through exposure to broad-based equity.
The ability to survive through protracted tough times that may happen in the short to long term. Attained through exposure to gold.
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.