pie_chart Types of Investment Options
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Fixed Income
Bonds and debt funds for stable returns
5-7% Returns
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Equity
India-focused stock funds for growth
10-14% Growth
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Hybrid
Balanced portfolios for risk mitigation
Balanced Riskrefresh Rebalancing Strategy
As you age, we recommend a gradual shift of 1% per year from equities to fixed income to preserve capital.
Age 40-50: 70% Equity
Age 50-60: 50% Equity
Age 60+: 30% Equity
Want a Personalized Portfolio?
Our advisors can help you build an investment mix tailored to your specific risk tolerance and timeline. Get a custom asset allocation designed for your retirement goals.
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