Investment methodology based on proven principles

Asset Allocation

Depending on your investment horizon and risk appetite, we help allocate money in right proportion across debt and equity

Mutual Fund Selection

We analyse returns, volatility (for risk) and correlation (for diversification) to choose a combination of mutual funds that provide you the best returns while protecting your capital

Active Rebalancing

We help maintain optimum asset allocation throughout the life of your investment. Disciplined rebalancing helps reduce volatility and improve returns

Fund Review

Our in-house research team conducts periodic performance review of each portfolio. Basis review, changes are made in constituent funds or allocation model to help you stay on-track

The world of Investments can be overwhelming. We can help you Relax
Wealthkhoj Investment methodology
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Fund Selection
The world of Investments can be overwhelming. We can help you Relax

Be a Smart Investor

Invest in data-driven and actively managed mutual fund portfolios. Setup personal goals and let Wealthkhoj help you get there on time.

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