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Portfolio Management Solutions

Wealth+ GLOBAL ALLOCATOR

This strategy invests in different geographies across the world by creating a portfolio of best-in-class Global Funds which are available on the domestic mutual fund platform. The active geographical allocation aims at finding pockets of value around the world, and using domestic mutual funds ensures ease of transacting, monitoring as well as tax reporting. An important diversification strategy, the Global Allocator can help align your larger international goals and also serves to improve your overall risk-reward profile.

Wealth+ INDIAN OLYMPIANS

A large-cap-oriented strategy that focuses on investing in high-quality companies with long-term sustainable growth, driven by dominant leadership positions in their respective segments. The strategy centres around delivering long-term superior risk-adjusted returns to investors and is positioned to be a core allocation in client portfolios.

Wealth+ INDIAN TITANS

An economy as vibrant as India has given rise to several structural growth themes offering attractive investment opportunities. Wealth+ Indian Titans focuses on investing in ideas that benefit from such themes. The portfolio is also complemented with opportunistic ideas that the market misprices from time to time.

Wealth+ SMART SOLUTIONS

A concentrated portfolio of good quality stocks built based on technical factors such as momentum and liquidity indicators and managed within defined risk bands.

SHINE

A multi cap, diversified portfolio structured around the twin growth themes of Financialisation and Formalization. The portfolio construct lays emphasis on protection from significant drawdowns. The strategy draws on the expertise of one of India’s premier fund managers, Mr. Dhaval Gandhi.

PORTFOLIO PROTECTOR

A strategy that invests in select top quality funds, complemented by hedge positions that aim to provide downside protection. An ideal strategy to weather short-term equity market turbulence while allowing the portfolio to gain from the upside potential of the underlying mutual funds over the medium-term.

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