Let us simplify our “Baskets” for you.
Multiple Basket Options
Rebalancing Opportunities
Invest in MF, Metals, Equity & ETF
Proprietary Ratings
Consistent, Safe & Higher Returns
Multiple Basket Options
Rebalancing Opportunities
Invest in MF, Metals, Equity & ETF
Proprietary Ratings
Consistent, Safe & Higher Returns
The Investments here will focus on increasing the Portfolio size with stable returns over
medium to long term
We will help safeguard your capital to achieve returns that beats inflation. In this persona we
will
focus on minimizing losses and will allow you to make money knowing that the risk of loss is
minimal.
The investments will be a curated list of funds mostly diversified large and multi cap funds ,
very
few small cap. It will also be suitable to have some portion of Equity & ETF Basket investments
and
some portion of Gold/Metal and few other financial investments also.
RiskOmeter
Conservative
Riskometer is a graphical representation of the risk of your specific Pension
Plan
and displays 5-levels of risk, each with a respective colour.
Portfolio Mix of our Pension Investment “Basket”
- Mutual Fund
- Gold
- Equity
This is a very sensible Investment option with an attempt to find relatively higher returns with modest risk over medium to long term.
Intelligent decision for a balanced growth! Investment options in this category will help to grow steadily and achieve your pension goals. As a Moderate investor, the basket will have diversified portfolio of funds with growth opportunities and some level of risk while trying to minimize loss.
The investments will be a curated list of funds mostly diversified large/multi cap & flexi cap funds , proportion of small cap funds will be higher than in conservative pension plans. Equity & ETF Basket investments as a component of Investment will also be more than in Conservative. Their will some portion of Gold/Metal and few other financial investments also.
RiskOmeter
Moderate
Riskometer is a graphical representation of the risk of your specific Pension
Plan
and displays 5-levels of risk, each with a respective colour.
Portfolio Mix of our Pension Investment "Basket"
- Mutual Fund: 90%
- Gold: 10%
You are seeking to maximise returns over medium to long term with comparatively higher risk
The focus is on wealth creation! The aim is to grow wealth for your pension goals. You understand the market dynamics, hence in return for the risks, investors like yourself expect superior returns over the long-term
The investments will be a curated list of funds mostly diversified large/multi cap/flexi/small cap funds. It will also include a good proportion of investments in Equity OR ETF Basket. There will be also a good mix of investments in Gold/Metal and some proportion of other & additional financial investments also.
RiskOmeter
High
Riskometer is a graphical representation of the risk of your specific Pension
Plan
and displays 5-levels of risk, each with a respective colour.
Portfolio Mix of our Pension Investment "Basket"
- Mutual Fund: 80%
- Gold: 10%
- Equity: 10%
Wealth creation with a good Retirement Corpus is the aim. The duration ideally should be long and you have an understanding of the financial instruments being invested and are willing to take some risks to maximise returns
The investment options in this will have baskets with the right Risk-Return Trade-off! Ultra-Aggressive Portfolio has a mix of various Financial Products with a very long term view, giving very high expected returns in comparison to general market returns. The overall objective is to build a sizeable corpus.
The investments will be a curated list of financial instruments including but limited to Mutual Funds/Equity/ETFs/ Gold & Metals and more.
RiskOmeter
Very High
Riskometer is a graphical representation of the risk of your specific Pension
Plan
and displays 5-levels of risk, each with a respective colour.
Portfolio Mix of our Pension Investment "Basket"
- Mutual Fund: 80%
- Gold: 20%
- Equity: 20%