IndexAlpha Balanced Porfolio

Index Alpha Balanced Portfolio aims to build a long term wealth creating portfolio of index equity etfs and debt etfs

• Research globally and in India has shown that majority of active funds are not able to beat the indexes primarily because of high fees and lack of persistence in performance
• Investing in an Index ETF removes fund manager and related portfolio construction risk. It ensures exposure to the broad equity market which has done better over the longer run
• Rationale of this portfolio is to deliver equity like or near equity returns with lower drawdown and lower volatility.
• Portfolio will be rebalanced once a quarter by an algorithm which will take into account the weights drift.