Asset Allocation Portfolio

8-12% Historical Growth
Riskometer – HIGH
No LockIn
Recommended Holding – 5+ years
Optimize for Growth and Stability

Fund Selection Process

Active Portfolio Services

Tax Implications
Wealth redefine actively works with clients to reduce the tax implications in the portfolio but always maintain the rule of the land.
Debt investments less than 3 years do not come under indexation benefits
More than 3 years in debts come under indexation benefits
Equity investments less than one year attract 15% tax on capital gain
For more than 1 year, it is only 10% tax after a standard deductions of 1 Lakh.