Managed strategies
Invest in an expert-curated index portfolio tailored to your risk level. Perfect for investors who want reliable performance with ongoing rebalancing.
5Y Return*
82.63%↑
5Y Annualized*
14.32%↑
Horizon
5+ years
U.S. Stocks ETFs - S&P 500
Technology ETFs - NASDAQ 100
Emerging market ETFs
U.S. corporate bond ETFs
Globally diversified
Our portfolios allocate across industries, regions, and asset classes to reduce holding correlation and improve returns.
Rebalanced regularly
Automatic portfolio rebalancing to maintain your target allocation and risk profile.
Tax-loss harvesting
Automatic booking of losses, while maintaining your portfolio's risk profile. These losses can be offset across foreign and Indian capital gains.
Estate-tax friendly
Our portfolios use tax-efficient ETFs that offer the same access to US and global indices without being subject to US estate taxes of up to 40%.
Need help picking a strategy?
Every family's goals are different — we'll help you choose a portfolio that matches yours, whether it's global expansion, wealth transfer, or USD stability.