MARS

MARS – Mutual Fund Automated Rebalancing System

It gives clients access to a range of well-diversified portfolios to choose from, depending on their investment goals and risk appetite. There are two broad sets of asset allocation portfolios:

• Dynamic Asset Allocation: The asset allocation between equity and debt would vary depending on the valuations of the equity markets; higher the valuation, lower will be the allocation into equities and vice versa.

• Fixed Asset Allocation: The asset allocation between equity and debt will be kept fixed. The biggest advantage of MARS is that the client can choose the desired portfolio according to his requirements and long-term goals or investment needs