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 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 top stocks 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 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
• Mean-Variance Optimization: Allocates optimal weights to ETFs to drive risk-adjusted returns
• Balanced Strategy: Designed for growth, risk management, and hedging

Optimal Execution Rhythm:

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

 Consider adding:

1) Aspire Diversified Stocks Portfolio for greater diversification

2) Sprint Diversified Stocks Portfolio for larger investments

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