Moderately Conservative Mutual Funds Investing
Higher equity and lower fixed income.
Expected Returns*
TBD
Risk Profile: Moderately Conservative
Moderately Conservative Mutual Fund Portfolio:
This is a multi-asset mutual fund portfolio suitable for the investors with Moderately Conservative risk profile are willing to accept some risks in order to get some potential returns over the medium to long term. It contains lower allocation to equities and higher allocation to debt related schemes. 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
No Data Found
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.