Aggressive Mutual Funds Investing

Higher equity and lower fixed income.

Expected Returns*

TBD

Risk Profile

Aggressive

Aggressive Mutual Fund Portfolio:

This is a multi-asset mutual fund portfolio suitable for the investors with aggressive risk profile who are willing to accept significant risks to maximize potential returns over the long term and are ok to loose capital due to market fluctuations. It contains major allocation to equities and equity related schemes and very minimal allocation to debt funds The allocations are reviewed monthly/quarterly or when the market goes through a major change.

We Recommend the following asset allocation for Long Term Wealth Plan

Large Cap Funds for Stability:

These funds are chosen for ensuring stable returns in the long term

Mid Cap funds provides additional growth:

These funds create the potential for additional growth.

Small cap funds for aggressive growth:

These funds provide a growth boost to the portfolio.

US Equity Funds provides geographic diversification:

These funds diversify investments across a correlated market.

Debt funds:

These funds provide generate consistent fixed income and provide the protection to the portfolio during market corrections.

Cash funds:

These funds provide liquidity & protection to the portfolio during market corrections

Specifications

Invest into 0% commission mutual funds

Save significant costs approx. 35%-40% of the initial Investment value over 10-year investment period) by investing into direct mutual funds with us.

Goal Based Investing

Setting up long term financial goals (Kids education, Retirement, House, etc) and creating a customized investment blueprint to achieve long term goals through monthly and lump sum investments

Select high performing schemes using quants

Quant based investing approach to select high performing mutual funds. We use quantitative factors like beta, Sharpe Ratio and portfolio weights to identify & created customized mutual fund portfolios.

Investments Monitoring

Investors can monitor their investments anytime using website/mobile app and with the monthly updates provided by us.

Dynamic Asset Allocation & Rebalance

Review & rebalance your mutual funds monthly to align with the evolving market dynamics.

Investment Process

Simple, Systematic and Smart investing process help you Sit & Relax. We take care of all the reviews, follows up and paper work for you.