November 2021

Fivecap Index ETF Portfolio Fivecap Index ETF Portfolio is a system driven index investing portfolio which invests into Equity, Gold & Fixed income ETFs for long term wealth creation.Asset Class ETFs – Equity & Fixed Income Volatility Low Fivecap Index ETF Portfolio is a system driven index investing portfolio which invests into Equity, Gold & […]

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

Moderately Aggressive Mutual Funds Investing Higher equity and lower fixed income. Expected Returns* TBD Risk Profile Moderately Aggressive Moderately Aggressive Mutual Fund Portfolio : This is a multi-asset mutual fund portfolio suitable for the investors with Moderately Aggressive risk profile and are willing to accept high risk in order to high returns over the medium

Dynamic Allocation Successful investing requires a long-term perspective and systematic dynamic asset allocation to avoid making short-term emotional mistakesMarket DrivenAsset Allocation Dynamic Asset Allocation In today’s changing world and markets, it has become essential to adjust asset allocation systematically to realign with evolving trends.Asset Allocation is the most important driver of wealth creation, yet most

Portfolio Restructuring It’s never too late to restructure your investment portfolio if its not designed as per your risk profile and your financial goals.System DrivenSmart Restructuring Portfolio Restructuring Wealth creation is a journey wherein you need to shift your investments from wealth destruction zone to wealth creation zone periodically. Nothing is static in today’s investing

Cash Flow Investing Plan Well defined, detailed and personalized scenario based investing plan for senior executives and entrepreneursFuture cash flow modelingLong term wealth creation Cash Flow Investing Plan Setting up the Quantitative Goals Set up the right goals for your wealth creation. All primary goals for next 20 years should be listed with value and

Balanced Mutual Funds Investing Balance between equity and fixed income Expected Returns* TBD Risk Profile Balanced Balanced Mutual Fund Portfolio: This is a multi-asset mutual fund portfolio suitable for the investors with balanced risk profile who are keen to accept balance risk in order to get moderate returns over the medium to long term. It

Conservative Mutual Funds Portfolio Higher Fixed Income and Lower Equity Based Mutual Funds Expected Returns*  TBD Risk Profile Conservative Conservative Mutual Fund Portfolio:  This is a multi-asset mutual fund portfolio suitable for the investors with conservative risk profile. Investor’s top priority is safety of capital and he/she is willing to accept minimal risks and hence,

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

Fivecap Alpha Momentum Portfolio Fivecap Alpha Momentum Portfolio is a system driven momentum portfolio which invests into top Largecap stocks for long term wealth creation.Asset ClassLargecap Volatility Medium Fivecap Alpha Momentum Portfolio is a system driven momentum portfolio which invests into top Largecap stocks for long term wealth creation. Build a portfolio of 15-20 stocks