Looking for a mutual fund portfolio that frees you from analysis-paralysis and follows the twin rules of asset allocation and rebalancing to build wealth.
This is as simple as it can get. Check out our low cost, ETF based dynamic portfolios on Smallcase.
The 60-40 Portfolio – A core portfolio that respects asset allocation and allocates money for growth and protection of capital. A portfolio for long term goals with periodic rebalancing. Can be used for lumpsum investments too.
WealthCase 30 – An active and dynamic allocation across market caps, sectoral and thematic passive strategies. A tactical strategy for driving alpha. Best results with regular additions/investments.
Sanjeev Arora, Ex Head – Supply Chain Management at American Tower Corp, Gurgaon
My finance portfolio got transformed after meeting Vipin, even after passing through 2 significant market crashes, it withstood well and kept paying a handsome return. Mutual fund Investment with long term plan, meticulous and with patience will pay us more than we expect from it, that is what I have experienced in last 10+ years. Enjoying it further…
Questions on your mind?
The portfolios were launched recently on the SmallCase platform and hence they show the last few months of returns. The markets have been choppy during that time. See the below image for a better sense of how the portfolios did in the backtests.
As mentioned, the negative part is temporary. In fact, it may work to your advantage as markets recover. The key thing here is to allocate the money and over time it will catch up to its potential.
SIP is a better option to invest in the portfolios, specially the WealthCase 30
Exchange Traded Funds (ETFs) have some distinct benefits such as no exit loads and lower expense ratios. That makes them preferred to run strategies such as WealthCase 30.
Yes, all rebalance alerts as well as portfolio changes will be communicated to you timely. That’s very important for the portfolio strategy to work.