Diversification. To us, It’s the only investment Strategy that make sense
Meticulous asset allocation to accommodate all your investments
Objective calculation of every fund’s true risk factors using a scientific framework
Stress-test conducted on the portfolios to account for the real-world scenarios
Our investment solutions are based on your goals, age, market expectations and risk tolerance. We allocate you investments across major asset classes with an investment objective like income generation, wealth preservation and capital growth.
Mutual funds with AUM less than 500 crores have not been selected because it is difficult to judge the rationale behind their performance
MFs with at least a proven track record of a minimum of 5 years are eligible to be part of Rothmans Portfolio. It ensures that the performance of those MFs has passed through different market phases.
We believe that the fund managers with a proven track record have are better equipped to outperform the market and deliver consistent performance. So, fund managers who doesn’t have at-least 5 years of track record in running a fund are excluded
All the funds are first quantitatively screened on the basis of their risk & return matrix & holdings. Qualitative analysis is conducted based on forward looking outlook of the market.
The funds are ranked on the basis of quantitative & qualitative analysis and all those funds falling out of our eligibility criteria are left out so that only quality funds with a consistent & proven track record and a growth outlook are left.
On the basis of your risk profile, and investment horizon, we make a model portfolio for you.