Various stages in your life requires different portfolio management strategies. At some life-stage you may look to grow your portfolio while in other you may need regular income from your investments. Artham FinoMetry can assist you in fulfilling your every unique and personal life-stage requirement with the help of our customized Tailored Portfolios.
An ideal portfolio for long term wealth creation. This aggressive 100% equities based portfolio invests with systematic and disciplined approach.
Age 20 to 35 years
Profile Beginning of career
Approach Systematic and regular investments in equities
Solutions Equity mutual funds + Term insurance + Family healthcare plan
A portfolio that optimizes returns and combines provision for short term liquidity requirements. Ideally suited for aggressive opportunistic investors.
Age 35 to 50 years
Profile Prime of career
Approach Active management to make best of market scenarios
Solutions All products of Origination + Sector funds + Debt funds + Bonds + PMSs/AIFs
A portfolio that renders stability and balance during sunset years. Regular income with tax efficiency is the key differentiator of this portfolio.
Age 50 to 65 years
Profile Close to retirement
Approach Allocation of existing investments in tax efficient avenues
Solutions All products of Optimization + Hybrid funds + Estate and legacy planning
Ideal choice for wealth preservation and income replacement. This conservative portfolio provides safest wealth distribution.
Age 65 Years & above
Profile Retired
Approach Regular withdrawal and wealth distribution
Solutions All products of Stabilization - Sector fund - PMSs/AIFs
Disclaimer : Information provided here is generic in nature and does not constitute any kind of financial planning or advice.
