Adaptive Plan Global

18,000.00

This plan seeks to recognize the current regime in the market and then capitalize on the knowledge. We would be recommending stocks of high-growth companies during a bull market and then flee to a combination of debt/cash/rentals/commodities in a bear market. The investor can expect positive returns while avoiding the loss of capital in major downturns. For every recommendation, we also suggest proportion to be allocated. For example if we recommend gold at a particular price, we would also mention what should be the proportion of gold investment in your total portfolio.

Strategy during bull markets: During a bull market, we recommend stocks based on a growth oriented strategy as explained here.

Strategy during bear markets: Assets like gold, silver, many other commodities do well during an inflationary regime. We recommend the best option considering the domestic as well as global macro-economic environment.

Adaptive Plan Global

  • Equity: All in India plan plus US listed stocks and index/sector ETFs
  • Debt: Indian mutual funds
  • Other asset classes: All in India plan plus US ETFs of commodities, real estate, other asset classes, factor ETFs, inverse ETFs, leveraged ETFs, and currency ETFs. There are over 3000 ETFs listed in US.

Charges are for one year.

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This plan seeks to recognize the current regime in the market and then capitalize on the knowledge. We would be recommending stocks of high-growth companies during a bull market and then flee to a combination of debt/cash/rentals/commodities in a bear market. The investor can expect positive returns while avoiding the loss of capital in major downturns. For every recommendation, we also suggest proportion to be allocated. For example if we recommend gold at a particular price, we would also mention what should be the proportion of gold investment in your total portfolio.

Strategy during bull markets: During a bull market, we recommend stocks based on a growth oriented strategy as explained here.

Strategy during bear markets: Assets like gold, silver, many other commodities do well during an inflationary regime. We recommend the best option considering the domestic as well as global macro-economic environment.

Adaptive Plan Global

  • Equity: All in India plan plus US listed stocks and index/sector ETFs
  • Debt: Indian mutual funds
  • Other asset classes: All in India plan plus US ETFs of commodities, real estate, other asset classes, factor ETFs, inverse ETFs, leveraged ETFs, and currency ETFs. There are over 3000 ETFs listed in US.

Charges are for one year.

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