Strategy
Looking through reams of data does not bring us closer to success unless there are clear, actionable insights that come from data analysis.
Allocation
A framework that takes inputs from the risk tolerance, risk capacity, and where available, the risk required results, and calculates a range of allocations to risky assets.
Dynamic rebalancing
Rather than the traditional approach of adjusting allocations at predetermined intervals, we let the allocation ‘run’, till EquiMax warns us of a danger zone, where allocations are brought to the lower end of the range. Similarly, in case EquiMax alerts us to an ‘oversold’ or ‘attractive’ zone emerging, allocations would be bumped up to the top of the range.
Fund selection
We don’t aim to get you invested into the best performing funds of last year; we aim to invest you into funds that have been reliable over the long term.
Click HereTactical Opportunism & Tax optimization
Reducing the tax outflow leaves more money that can grow for you. Tax-loss harvesting works by selling an investment that has declined below its purchase price and then replacing it with a highly correlated asset. The capital loss thus generated can be used offset capital gains in other transactions, thus reducing the tax payable.
