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
Equity
50%
Fixed Income
20%
Alternates
25%
Cash
5%
An investment of ₹50L would have grown to
CAGR
16.03%
Risk
High
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)
How is the portfolio rebalanced? What are the rules for rule-based rebalancing?
●The portfolio follows a systematic, trigger-based rebalancing and not a set frequency●Asset classes are allotted ideal weights●Then, we define allocation limits beyond which rebalancing is triggered. For example, Equity is allotted a 60% weight with 54% and 66% as the limits. If the equity weight of the portfolio is >66% or <54%, it will trigger a rebalance to the ideal weight – 60%.
What types of investments are included in the Ionic Allocate portfolio?
●Ionic Allocate is the manifestation of our in-house market views packaged in the form of a PMS. Few things to note:●Complete portfolio of MFs, ETFs, stocks, bonds etc●In-House views like overweight on large caps, China Call●On time execution taken care by us ensuring zero hassle for the you
What is the minimum investment value in this PMS?
The minimum investment amount is ₹50 lakhs. However, for accredited investors, the minimum investment is reduced to ₹10 lakhs. After the initial investment, you can make additional top-ups starting from ₹1 lakh.
What is the frequency of subscription to/redemption from the PMS?
Subscriptions and redemptions are processed on a weekly cycle, with funds deployed or redeemed each week.
Invest with structure, strategy & peace of mind