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 concept to optimize portfolios of Factors ETFs.
• Use Case: Suitable for diversifying your existing stock portfolio and as a standalone strategy for new investors.

Focused ETFs Tracking Diverse Universes:

• Alpha Index: Targets high-alpha large and mid-cap stocks, optimized for bull markets.
• Low Vol Index: Invests in low-volatility large-cap stocks, ideal for risk-off, high-volatility periods.
• Gold ETF: Serves as a hedge against geopolitical risks, and market downturns, with a historically negative correlation to equities.

Systematic, Rules-Based Model for Unbiased Investing:

• Flexible Allocation: Allows maximum of 95% allocation to any ETF.
• Mean-Variance Optimization: Allocates optimal weights across ETFs for maximizing risk-adjusted return.
• Balanced Strategy: Designed for accelerated growth, robust risk management, and effective hedging.

Optimal Execution Rhythm:

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

A simple approach enhancing growth, stability, and risk management across market cycles.

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