Annual Investment Advisory Engagement

Aggressive Strategy for Higher Long-Term Growth

Ideal for:

Individuals or families aiming for better long-term outcomes and willing to accept short-term volatility.

Key Highlights:

• Higher Return Potential: Targets superior long-term returns compared to traditional fixed-income avenues such as fixed deposits, insurance products, and government savings schemes.

• Aggressive Allocation: Portfolio invested fully in aggressive strategies with a minimum recommended horizon of 5 years.

• Regular Portfolio Reviews: Up to two structured reviews annually (based on

portfolio size and fee tier) to track performance against benchmarks.

• Comprehensive Investment Coverage: Guidance across Indian and global equity-oriented regulated products — stocks, ETFs, mutual funds (equity, hybrid, smart beta, passive), GIFT City offerings, SIFs, PMS, and more.

• Market & Rebalancing Support: Disciplined rebalancing and support during market volatility.

• Tax Assistance: Help with year-end capital gains statements.

• Implementation Support: Complimentary execution support with no commissions or brokerage earned by us.

• Online Tools: Access to portfolio reporting and execution platforms.

Best Suited For:

Clients seeking higher long-term returns and comfortable with short-term fluctuations.