Customized Mutual Fund Portfolio
We believe that every investor has distinct investment needs, different investment horizons and contrasting risk taking abilities. So every investor should have a customised portfolio depending on his or her individual criteria rather than having a model portfolio built on some common criteria.
Our in-house developed algorithm helps an investor build his own customised Mutual Fund portfolio based on the following variables:
- Investment horizon of the investor
- Risk taking ability of the investor
- Current valuations of the equity markets
The investor needs to answer 7 questions and in a moment his customised portfolio is ready.