Rebalancing the Portfolio to Achieve Better Risk-Adjusted Returns

Doctor having an Investment Portfolio of Rs 30+ cr

Offered

Worked with our Tax Partners in offering the best Tax Solutions.

Recommended to move allocation from long tenure debt funds to shorter tenure debt funds to reduce interest rate risk on the portfolio.

Recommended to trim exposure to funds with higher credit risk.

Recommended gradual allocation to equity funds in a staggered manner.

Suggested exposure to unique opportunities in the unlisted space and managed products as part of a satellite portfolio.

Client appreciated the importance of asset-allocation

Client realized that he had exposure to similar products through different platforms / managers.

Client realized that ~40% of the stocks held in the PMS/AIF were already a part of his top MF holdings.

Over the next few months, the portfolio was systematically rebuilt with higher transparency.

Evaluation and optimization of direct equity investments for improved future returns.

Client had a held away portfolio of ₹25 cr+, heavily invested across PMS/AIFs and closed-ended funds.

Client had a surplus liquidity of ₹200 cr from stake sale and the entire amount was invested in debt funds.

Single family office with investment corpus of Rs 250+ cr

Listed manufacturing company with treasury corpus of Rs 1000+ cr