How is Allocate Different?
Your one-stop solution for a stable, core portfolio
3 Strategies to Choose From
These strategies aren't just high-return — they're disciplined, diversified, and resilient. Fewer drawdowns. More peace of mind.
Current asset mix
View breakdown
An investment of ₹50L would have grown to
CAGR
%
Risk
How Allocate Generates Alpha
A four-tiered approach designed to outperform the market
46%
of alpha*
Factor Allocation
Smart use of volatility, momentum & size factors to target consistent alpha
35%
of alpha*
Security Selection & Allocation
Finding the ideal securities within the ideal categories of each asset class
19%
of alpha*
Asset Allocation
Deciding optimal mix of asset classes
Tactical Shifts
China call, Commodity Call and more
Backtested results for our model portfolio, without including tactical calls
Domain & Asset Class Experts Behind The Scenes
MULTI-ASSET SPECIALIST
Gaurav Aggarwal, CFA
IIM Indore, CFA
MACRO SPECIALIST
Ankita Pathak
INSEAD, U. Warwick
EQUITY SPECIALIST
Yajash Mehta
CA, CFA (L3 Cleared), CS
FIXED INCOME & RE SPECIALIST
Piyush Thakkar
Chartered Accountant
EQUITY SPECIALIST
Harsh Gupta, CFA
Dartmouth, INSEAD
Here’s How to Move Forward
Let us know you’re interested
If you’re keen to explore this strategy further, let us know.
We’ll reach out to you in 24 hrs
Our investment expert will explain the product in detail and help you make the transaction if you’re interested in investing.
Track your investment on the Ionic app
Monitor your portfolio performance and stay updated on fund activity.
Frequently Asked Questions (FAQs)
Invest with structure, strategy & peace of mind