Investment Specification
  • Wealth Plus- Debt has key goal of capital preservation and stability. The fixed income portfolio is majorly a mix of money market fund and debt fund (long & Short term). The portfolio focuses on absolute yields at relatively lower levels of risk generating “total returns” that comprises of capital gains and interest income.
    Who should Invest?
  • Moderate return expectations from investments
  • Need regular income with capital appreciation
  • Tolerate higher degrees of fluctuation (sharp, short-term volatility) in the value of investments.
  • Willing to accept a moderate level of risk and return
  • Primarily apt for growth investor but want greater diversification
  • Ideal Investment horizon: 3-5 years