Consistent Wealth Compounding with Minimal Stress:

• Objective: Aims to deliver consistent growth over market cycles while reducing portfolio volatility and impact from major crashes like the subprime crisis and Covid.
• Strategy: Harnesses Nobel Prize-winning Markowitz Efficient Frontier concept to combine stocks, assets and factors strategies for maximizing risk-adjusted returns.
• Use Case: Suitable for large investors seeking to augment mutual fund or PMS portfolios with a strategic, low-stress approach.

Combining 3 Independent Strategies for Consistent Growth:

• Diversified Stock Strategy: Broad momentum stock selection with dynamic gold hedge.
• Diversified Assets Strategy: Blends equity, gold, and debt ETFs for balanced returns.
• Diversified Factors Strategy: Combines alpha and low-volatility ETFs for stability.

Systematic, Rules-Based Model for Unbiased Investing:

• Balanced Allocation: Limits each strategy’s allocation to 75%, enhancing diversification.
• Mean-Variance Optimization: Assigns optimal weights across strategies to maximize risk-adjusted returns.
• Steady Growth Focus: Aims for consistent growth with high risk-adjusted returns.

Optimal Execution Rhythm:

• Weekly Rebalancing: Regular reviews every Thursdays. 10am-2pm ideal time window.
• Capital Allocation: Suitable for investments between ₹10-75 lakhs.
• Monthly SIPs: 1st Thursday post-rebalancing.

A comprehensive portfolio designed for large investors focused on consistent, risk-adjusted returns.