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Power Wealth Your Management through Re-Balance Strategy


It is Oserved that Many investors Invest in asset class when the prices are at peak. On the other hand the investor becomes fearful when the asset is available cheap

Call to Action

Their are returns in all Asset Class. But return comes to those who invest in asset class when it is cheap and exit when it is expensive "Manage the emotion and Decipline"


The goal to generate best possible return can be achieved with "Rebalance Strategy"

ReBalance Strategy :

Rebalancing Strategy facilitates clients towards investing in asset which offers growth potential in a scientific and systemic manner. It also helps in exiting asset classes once they become expensive. Clients differ in their desired level of systematic risk and depending upon the risk return profile appropriate strategy is recommended. The process starts with directing the client’s asset to particular asset classes and then rebalancing the portfolio to cope with the changing market patterns to ensure optimum returns.

a) Alpha SIP

Under this mechanism all Systematic Investment Plan (SIPs) are taken in in Liquid/Debt Funds and will eventually be shifted to Equity Funds depending upon market Valuation. Parameters applied are NIFTY Price to Equity Ratio (P/E Ratio), Market Capitalization to GDP Ratio and Price Movement. This Strategy will enable us to generate Alpha for the client by switching funds from debt to equity depending upon market volatility and attractiveness.

b) Lump sum Allocation

As an investor we always try to time to time the market for investing lump sum amount. Timing is very difficult and rarely one is able to catch the bottom or top. Under this Lumpsum Allocation Rebalance Strategy mechanism, lumpsum amount is deployed in Liquid/Debt Fund and units are switched gradually from Debt to Equity Funds in small tranches as and when nifty corrects depending upon conservative to aggressive approach of the client. (Say 2.5 to 5% of corpus will get switched from Debt to Equity if Nifty corrects by more than 1% on any given day) This will enable us to accumulate units as and when nifty corrects and once market rallies profit is booked by switching units back to debt fund from Equity Funds. This re-balance strategy will enable us to strike a balance between Debt and Equity and will ensure higher risk adjusted return.