Tactical Equity Investing for Goals
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.
Exchange Traded Funds (ETFs) - NIFTYBEES, JUNIORBEES, M100, & LIQUIDBEES
Medium-term, 5 Years and beyond
Minimum INR 25,000 and up to INR 25,00,000 (recommended).
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.
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.