Access to a range of well-diversified portfolios tailored to your risk appetite.
Asset allocation between equity and debt varies depending on market risk.
System-driven process helps to minimize behavioral biases.
Triggers portfolio rebalancing based on deviations from the model portfolio.
Maximize returns with high equity allocation and higher risk.
Balanced approach with a mix of equity and debt.
Lower risk with a focus on debt securities.
Dynamic management between debt and equity.
Blend of Balanced funds for diversified investment.
Best suited for ELSS investments with tax benefits.
Optimized for SIP investments to leverage systematic investing.
Investment strategy for a short-term horizon (3-6 months).
Model portfolio(s) can be selected depending on the client's requirements and investment needs.
Helps to invest in well-researched mutual fund schemes in the portfolio.
Simple execution tools for portfolio rebalancing.
Enhanced or Risk-Adjusted returns resulting from disciplined asset allocation and superior scheme selection.