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.

Reliable investments with five capital

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