🧩 Diversification
Balance risk and return by spreading investments across uncorrelated assets.
- Equity, debt, commodities, and cash mix
- Sector and market-cap diversification
- Geographic exposure where appropriate
- Position sizing rules
🎯 Risk Profiling & Asset Allocation
Align investments with your goals, time horizon, and risk tolerance.
- Investor questionnaire and scoring
- Goal-based buckets (short/mid/long term)
- Dynamic or strategic allocation options
- Drawdown and volatility constraints
🔁 Periodic Rebalancing
Keep allocations on target to lock in gains and control risk.
- Calendar- and threshold-based rules
- Tax- and cost-aware execution
- Drift monitoring and alerts
- Scenario backtests
📈 Performance Tracking & Reporting
Transparent, actionable insights into portfolio health.
- Time-weighted and money-weighted returns
- Benchmark comparisons and factor attribution
- Risk metrics (Sharpe, Sortino, max drawdown)
- Downloadable statements and summaries
