Tailored for you!
Each investor is unique. Before we start with the advisory, it is important that we know your expectations & needs!
For this we need to know some basic details about you, along with your KYC details and your risk profile.
Investor Risk Profiles
Our risk profiling method is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. We broadly categorize investors into 5 risk profiles:
- Very Conservative investors whose priority is preservation of capital and who do not wish to take investment risk
- Moderately Conservative investors who are willing to take some risk but the priority is preservation of capital
- Balanced investors who have understanding of the markets and are willing to take short term risk for long term capital growth
- Assertive investors who understand the markets and are interested in maximizing long term capital growthk
- Aggressive you are willing to sacrifice your capital for the highest long term capital growth
To know more about our risk profiling, read our risk profiling guide
Core funds are designed to constitute the essential elements of your overall investment portfolio. Our portfolios cater to these risk profiles:
ObjectiveConservative Multi Factor Moderately Conservative Investors This is a low risk dynamic portfolio that allocates >60% to bonds, liquid and gold ETFs and rest to equity smart beta baskets Balanced Multi Factor Balanced & Assertive Investors This is a medium risk dynamic portfolio that allocates 60-100% to equity smart beta baskets and rest to bonds, liquid and gold ETFs Aggressive Multi Factor Assertive Investors This is a high risk dynamic portfolio that allocates 80-100% to equity smart beta baskets and rest to bonds, liquid and gold ETFs
Thematic funds are designed to get the benefit of a particular theme of investment.
ObjectiveSmallcaps Portfolio Balanced, Assertive & Aggressive Investors This is a moderate risk dynamic portfolio that allocates to smallcap equity stocks based on smart beta factors Momentum Portfolio Balanced, Assertive & Aggressive Investors This is a moderate risk dynamic portfolio that allocates to trending equity stocks
Alternative funds are designed for very high risk customers only. They are leveraged derivative portfolios.
Half-YearlyConservative Multi Factor 0.125% of AUM 0.375% of AUM 0.75% of AUM Balanced Multi Factor INR 333 INR 1000 INR 2000 Growth Multi Factor 0.125% of AUM 0.375% of AUM 0.75% of AUM Smallcaps Portfolio INR 150 INR 450 INR 900 Momentum Portfolio INR 250 INR 750 INR 1500 Statistical Arbitrage 0% + 10% profit share 0% + 10% profit share 0% + 10% profit share Statistical Arbitrage with Options 0% + 10% profit share 0% + 10% profit share 0% + 10% profit share