Purnartha, a Sebi-registered investment advisory firm, on Tuesday unveiled its latest investment offering, the Purnartha One Strategy (POS)—a multi-asset, multi-cap portfolio aimed to provide low-risk, stable returns through a diversified approach across different asset classes.
The company said in a press release that the Purnartha One Strategy will focus on wealth preservation by utilizing a two-tier decision-making process for asset allocation and stock or mutual fund selection. At the first level, the portfolio allocates assets using a 3-factor VMS framework, considering Valuation, Macro Outlook, and Market Sentiments. This approach is designed to adjust the portfolio’s composition according to changing market and economic conditions, including factors such as GDP growth, interest rates, and inflation.
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