Where handpicked assets meet your goals

3.14 Portfolio

Crafted portfolio to match needs of long-term wealth creation. A diverse portfolio to minimise your risk. From Indian Equity to Commodities to Global Equity and Debt Funds.
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*For Illustration purposes, allocation will differ
as per your risk appetite

Next trillion opportunity
portfolio

Invest in India’s growth story by investing in schemes that deliver higher returns at higher risk. We believe Indian markets are currently at an inflection point where a major shift will happen from traditional industries such as banking, manufacturing, and auto to new-gen industries like finTech, consumer tech, healthcare, and technology in the next decade.
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*For Illustration purposes, allocation will differ
as per your risk appetite

Algo rebalance portfolio

Algo Rebalance aims to systematically outperform the market by quantitatively screening schemes that exhibit strong fundamental criteria’s like Sharpe ratio,
Sortino Ratio, R-Squared, Beta, Standard Deviation
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*For Illustration purposes, allocation will differ
as per your risk appetite

Smart retirement

Gear up for second innings with a balanced investment approach and take a step towards your financial stability.
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*For Illustration purposes, allocation will differ
as per your risk appetite

Home ownership

Accomplish big dreams with small SIPs to plan and
invest smartly.
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*For Illustration purposes, allocation will differ
as per your risk appetite

Emergency fund

Invest and grow your money in the long-run to help you with unplanned expenses or financial emergencies. Cover against all odds!
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*For Illustration purposes, allocation will differ
as per your risk appetite

Higher education

Combat the high inflation in cost of education by mitigating the risk. Plan for your child’s higher education with SIP. Domestic or Global, we have it all.
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*For Illustration purposes, allocation will differ
as per your risk appetite

Dream vacation

Tick all your bucket-list adventures and not just your “to-do” list. Save for your leisure in advance!
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*For Illustration purposes, allocation will differ
as per your risk appetite