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All Weather Strategy (AWS)

Every journey needs navigation to stay on course, and the journey toward meeting your financial goals is no exception. You can’t assess your progress without regularly checking your status and correcting your course. Regardless of the size of your portfolio, your savings are all you have to build on. During an investment portfolio review from Plutus Capital, your financial advisor will evaluate your entire financial picture and provide feedback and recommendations on how to keep your portfolio structured appropriately.

DEBT

We use Bharat Bond ETF for debt allocation

EQUITY

We use ideas from our India Opportunities Strategy (IOS) for equity allocation

REAL ESTATE

We use India listed Real estate Investment Trusts (REITs) 

GOLD

We use Gold ETFs for Gold allocation 

DEBT

20% - 60%

REAL ESTATE

0% - 10%

EQUITY

20% - 60%

GOLD

0% - 10%

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