FundzBazar Login
Broking Login
Invest in Asset Allocation Portfolio to suit your
Risk Profile for Optimal Returns
Fixed Asset Allocation Combos | Dynamic Asset Allocation Combos Invest in a Asset Allocation CombosExplore Asset Allocation Combos
Designed to simplify the asset allocation needs of the investors.Asset allocation is a proven investment strategy that balances risk with rewards (returns) by spreading investments across different asset classes such as stocks, bonds, and cash. Each asset class has different level of risk and return, which makes each of them behave differently over time depending on the prevailing market condition.
Fixed Asset Allocation Combos
Fixed Asset Allocation portfolios are classified in three broad categories based on investors risk taking capacity i.e. Aggressive, Moderate and Conservative. In Aggressive portfolio, equity allocation will be higher so it will be suitable for investors with higher risk appetite. Moderate portfolio on the other hand is suitable for investors with relatively lower risk appetite wherein equity allocation remains at 70%. Lastly, conservative portfolio is suitable for investors with very low risk appetite wherein equity allocation is at 30%.
Fixed asset allocation portfolio will have consistent equity portion throughout and the underlying schemes will be reviewed annually. If the equity allocation increases due to market movement we will rebalance that portion as per our mentioned range, for e.g if equity allocation of 70% in Moderate portfolio increase to 80% because of the rise in market, we will book profit and bring the equity allocation back to 70% at the end of the year.
Aggressive Portfolio
Moderate Portfolio
Conservative Portfolio
Head Office: Prudent House, Panjrapole Cross Road, Nr. Polytechnic, Ambawadi, Ahmedabad - 380 015, Gujarat, India.
- [email protected]
.png)
1800 419 5051
Prudent Corporate Advisory Services Limited
AMFI Registered Mutual Fund Distributor
CIN: L91120GJ2003PLC042458
AMFI Reg No.: ARN-9992 (Date of initial Registration; 02 September 2003; Current validity of ARN -26 August 2025)| SEBI Stock Broker Reg.: INZ000293634 | SEBI Depository Reg.: IN DP CDSL: IN-DP-477-2020 | NSE Member Id: 90209| BSE Member Id: 6733 | SEBI Research Analyst Reg.: INH000018115 |SEBI Investment Advisor Reg.: INA000004906 | PFRDA POP Reg.: POP 10092018 | IRDA Corporate Agent Reg. No. CA0869
* Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
Prudent Corporate Advisory Services Ltd. (ARN-9992) makes no warranties or representations, express or implied, on products offered through FundzBazar.com. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Copyright © 2024 Prudent Corporate Advisory Services Ltd.
