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 targets with 3-5 Years Investment horizon or where wealth preservation is more important than aggressive growth in wealth.
Portfolio Composition
- Equities: Conservative Large Cap
- Debt: Short and Medium duration- High quality papers with 95%+ in AAA and Sovereign Rating
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