
Galactic Prosperity
Multi-asset tactical Investing for Wealth
Core portfolio designed to create a retirement corpus 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
Dynamic Asset Allocation
Continuous growth curve with algorithmic change in allocation between equity, gold, and debt.
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, Gold Fund (of 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
Notes:
- All performance graphs & numbers are calculated using backtested & live data and include rebalances.
- Past performance doesn’t include costs and fees or guarantee future returns.
- 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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Suitability
Risk Preferences

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

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

- Asset-classes/ Market Cap: Equity (NIFTY 50 + NIFTY NEXT 50) | Gold | Equity Arbitrage
- Peak Volatility: High
Risk Capacity

- Instruments: Mutual Funds (Index, Gold & Arbitrage)
- Investment Universe: Multi-asset
Risk Reqruirement

- Investment Style: Dynamic asset allocation
- Waterfall Category: Wealth
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives

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

Acumulation
The ability to survive through protracted tough times that may happen in the short to long term. Attained through exposure to gold.

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
Cygnus
Growth-cycle algorithm for global primary market cap indices
Perseus
Growth-cycle algorithm derived from Cygnus algorithm for global secondary market cap indices
Sagittarius
Value-cycle algorithm for leading global commodities and currencies.