Arth Equity Gold Asset Allocation

Key Points:

• Smallcase Type: Asset Allocation
• Suitable For: Medium Term to Long Term Investors
• Risk Profile: Moderate
• Recommended Holding Period: 3 to 5 Years and more.
• Recommended Investment: Upto 50% of your equity allocation.

Rationale:

• In a world of market volatility and shifting global dynamics, true investment success lies in balance, selectivity, and resilience. Our Balanced Portfolio of Equities and Precious Metals is built on these timeless principles - engineered to deliver risk-adjusted returns across market cycles.
• The portfolio is nearly equal-weighted between select high-conviction equities and Gold & Silver.
• Equities are chosen using our proprietary Art of Alpha Architecture, a disciplined framework designed to identify businesses capable of consistent alpha generation.
• Exposure to precious metals provides a natural hedge against volatility, inflation, and currency risks, ensuring portfolio resilience across market cycles.
• This blend of strategic selectivity and defensive strength enables investors to capture equity upside while maintaining capital stability - a modern approach to timeless wealth creation.

Disclosure:

• https://arthscience.in/disclosures/