Enjoy steady growth with minimal stress:

• Objective: Aims to achieve consistent growth with low volatility, effort, and portfolio churn.
• Strategy: Harnesses Nobel Prize-winning Markowitz Efficient Frontier concept to optimize portfolios of Asset-class ETFs.
• Use Case: Suitable for diversifying your existing stock portfolio and as a standalone strategy for new investors.

Focused ETFs Tracking Diverse Universes

• Equity Indexes: Nifty50 Index (50 largest companies by market cap for resilience), Alpha Index (High-alpha large and mid-cap stocks for bull markets), Low Vol Index (Low-volatility large-cap stocks, ideal for risk-off periods)
• Debt ETF: Hedge against inflation and high-interest rate regime.
• Gold ETF: Provides a hedge against geopolitical risks, and market downturns, with a negative correlation to equities.

Systematic, Rules-Based Model for Unbiased Investing

• Balanced Allocation: Limits allocation to factors and assets models to 50% each for diversification.
• Mean-Variance Optimization: Allocates optimal weights across ETFs to maximize risk-adjusted returns.
• Balanced Strategy: Designed for growth, risk management, and hedging.

Optimal Execution Rhythm:

• Fortnightly Rebalancing: Portfolio reviewed on alternate Thursdays. 10am-2pm ideal time window.
• Capital Allocation: Suitable for investments between ₹1-10 lakhs.
• Monthly SIPs: 1st Thursday post-rebalancing.

A simple approach enhancing growth, stability, and risk management across market cycles.