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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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