Overview
Multi asset portfolio strategies that reduces downside risk by diversifying across asset classes and investment styles, without compromising on returns. Allocation in Global Equities, Indian Equities, Gold, Income and low risk debt. Combines dynamic asset allocation based on market conditions with systematic rebalancing to enhance returns.
Key features
- Actively managed PMS
- Available in three different risk profiles – Conservative, Balanced and Aggressive- suited to individual willingness to take risk and maximize certainty of achieving major financial goals.
- Suitable for holistic investment planning and long-term investors saving towards financial goals.
- Dynamic allocations towards large, mid and small cap and across investment styles basis valuation and momentum signals.
- No conflict of interest; investments made in Direct MF, ETF, REITs, Invits, NCDs and exchange traded securities
- Fund Selection based on consistency of past performance and expense ratio.
- Systematic withdrawal strategy to minimize short fall risks from market drawdowns.
Fee Structure
Marcellus Fee: 0.50% Fixed Fee per annum (charged quarterly on average daily AUM)
