Capital Preservation

Tailored for Pre-Retirees, Retirees, Businessmen and Doctors.

A conservative investment solution, designed to prevent capital loss, beat inflation via nominal capital appreciation and most importantly, provide immediate cash flow for emergencies and short-term income needs. This solution is tailor made for pandemic like scenarios where your income flow is impacted due to sudden demand and/or supply constraints and especially for clients who retire within the next 5 years.

Ideal for goals with 3-5 Years Investment horizon or where wealth preservation is more important than aggressive growth in wealth.

Portfolio Composition

  1. Equities: Conservative Large Cap
  2. Debt: Short and Medium duration- High quality papers with 95%+ in AAA and Sovereign Rating