Investment Specification
Wealth Plus- Debt has key goal of capital preservation and stability. The fixed income portfolio is majorly a mix of money market fund and debt fund (long & Short term). The portfolio focuses on absolute yields at relatively lower levels of risk generating “total returns” that comprises of capital gains and interest income.
Who should Invest?
Moderate return expectations from investments
Need regular income with capital appreciation
Tolerate higher degrees of fluctuation (sharp, short-term volatility) in the value of investments.
Willing to accept a moderate level of risk and return
Primarily apt for growth investor but want greater diversification
Ideal Investment horizon: 3-5 years