Mutual Fund Automated Rebalancing System

MARS enables dynamic asset allocation / fixed asset allocation in Mutual funds.

It allocates your money between Equity and Debt based on market valuation and invests in Top Performing Equity MF Schemes.

The Asset Allocation in MARS is reviewed on a half yearly basis while the scheme rebalancing is done once a year.

MARS uses a research model to find out correct allocation to Equity based on current valuations. So, if markets are expensive, MARS will allocate less amount to Equity and if markets are cheap, the Equity Allocation will go up.

Portfolios offered:
  1. Dynamic Asset Allocation
    1. Aggressive – Equity & Debt – 0% to 100%
    2. Moderate – Equity 60% & Debt 40%
    3. Conservative – Equity 30% & Debt 70%
  2. Fixed Asset Allocation
    1. Equity 100%
    2. Equity 90% ~ Debt 10%
    3. Equity 80% ~ Debt 20%
    4. Equity 70% ~ Debt 30%
    5. Equity 60% ~ Debt 40%
    6. Equity 50% ~ Debt 50%
    7. Equity 40% ~ Debt 60%
    8. Equity 30% ~ Debt 70%
    9. Equity 20% ~ Debt 80%
    10. Equity 10% ~ Debt 90%
  3. SIP Portfolio
    1. Aggressive
    2. Diversified
  4. Balanced Portfolio
  5. ELSS Portfolio
  6. Liquid Portfolio

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