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.