SALIENT FEATURES OF MARS
- It gives clients access to a range of well diversified portfolios to choose from.
- Dynamic Asset Allocation Portfolios : the asset allocation between equity and debt would vary depending on the risk in the equity markets; higher the risk, lower will be the allocation into equities and vice versa.
- Fixed Asset Allocation Portfolios: the asset allocation between equity and debt will be kept fixed. The underlying MF schemes will be selected by the NJ Research Team.
- SIP Portfolios - Best suited for your SIP investments
- ELSS Portfolio - Best suited for your ELSS investments
- Balanced Portfolio - Giving you a blend of Balanced Funds to invest your money into.
The asset allocation rebalancing would be done yearly for Fixed Asset Allocation and half yearly for Dynamic Asset Allocation. The scheme changes for both fixed, Dynamic and balanced portfolios are done once in a year. Scheme changes for SIP portfolio are done only after completion of 5 years. There is no rebalnacing however in ELSS or SIP potfolios, but a new portfolio is released for investment every year in both the categories.
BENEFITS OF MARS
- Client can select model portfolio(s) depending on his requirements and investment needs.
- Helps the client to invest in well researched mutual fund schemes in his portfolio.
- Simple execution tools for portfolio rebalancing.
- Enhanced returns resulting from disciplined asset allocation and superior scheme selection