Multi Asset Diversified Portfolio

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An extended or diversified portfolio is a basket of financial investments including stocks, bonds, commodities, cash, and cash equivalents, it also includes closed-end funds and exchange traded funds (ETFs). Generally most people think as true that stocks, bonds, and cash comprise the core of a portfolio.  Power of compounding is a money multiplier approach used in Multi Asset diversified Portfolio. The interest or profit earned on principal is reinvested so as to earn interest on interest or profit on profits. This strategy supports the interest earned to also earn interest leading to a growth in the value of investment.

At AlphaMF we develop age and requirements based diversified portfolio which is suitable for an individual requirement. in this section we are depicting various multi asset diversified portfolios. this is our core strength. After recognize the individual requirement we interoperate the requirement in "Financial Goal" and develop investment strategy.

AlphaMF always keep in mind of Covering for the risk, Cover for an emergency, diversifying Portfolio by the method of elimination, Allocate assets as per your risk profile, Have some exposure to equities for long-term, Invest a portion of the equity exposure to midcaps, Small exposure to gold - bonds / ETFs and Split exposure between low yield debt products & high yield structured products & finally review at least once in 6 month with all stake holders. 

The first step in personal finance is to ensure you have health and Term insurance and most important aspect is to ensure you have an emergency corpus. The financial goal is well-defined by the amount of corpus needed and the time frame available to accumulate the corpus. Our methodology to build a multi asset fund portfolio is by using the method of elimination. AlphaMF always use a conservative approach and tone down your return expectations. we try and avoid having multiple funds of the same subcategory and have a minimum non overlapping portfolio instead. We should not forget that a common goal for all us to accumulate a retirement corpus. Once a portfolio is set, a half yearly review of the funds is more than sufficient.  

Keeping all the above aspects in mind AlphaMF have a vast Varity of ready to use diversified portfolios which helps to generate tremendous wealth in long term.

We are proud to showcase our multi asset diversified portfolios as follows... 

• Jeevan Utsav
• Jeevan Utkarsh
• Jeevan Sambal
• Jeevan Nishkarsh
• Jeevan Sulabh
• Jeevan Sammaan

AlphaMF also develop tailor-made diversified portfolios for an specific requirement like 

• Home planning in next 10 years.
• Child Education planning in next 10 years.
• Daughter marriage planning in next 10 years. 
• Target 1CR Spend less than you earn...

"Tell us your requirement, we will let you know the plan". 

Benjamin Franklin — 'If you fail to plan, you are planning to fail!'

For a comprehensive discussion use the Appointment facility and fixup "First Step" free for 30 minutes. 

AlphaMF is keen to serve you "The Best" ! "Happy Investing" !! "Stay Safe" !!! 

Our motive is “Making Cheerful Investors!”