We recognize that equities are not always a one-way street. A well-diversified portfolio, combining a multi-asset and multi-geographic strategy, can provide risk-adjusted, optimal returns.

Our model portfolio has been carefully structured, taking various factors into account while maintaining limited investments across multiple asset classes. All investments are made onshore through INR-denominated instruments, ensuring compliance and stability.

Risk is actively managed to remain within the 1-year 97.5% Value at Risk (VaR) limit, based on 15 years of historical data, including returns, volatility, and correlations. Portfolio allocation decisions are driven by a combination of two proprietary models:

• IFA Global Valuation, Positioning & Sentiment (VPS) Indicator
• IFA Global Macroeconomic Monitor

If these models do not indicate full deployment in specific asset classes, funds are temporarily allocated to liquid or money market instruments.

Our approach focuses on identifying underpriced assets and strategically investing in them, leveraging risk-adjusted models and macroeconomic insights.

Launched on January 16, 2024, this model portfolio has maintained a disciplined investment approach throughout the year.

Disclaimer

This is not a Portfolio Management Service (PMS) or an Alternative Investment Fund (AIF). We do not solicit funds based on this model, and investors are advised to consult a financial advisor before making any investment decisions. Our Model Portfolio comprises of our own proprietary funds which are invested through the Zerodha platform. We do not directly solicit investments; all transactions are conducted through the appropriate AMFI Registration Numbers (ARNs). If you are interested in a similar model portfolio, we are a registered mutual fund distributor and can assist you based on your risk appetite.