At Ashika Wealth, we demystify all financial products on the parameter of simplicity, transparency and taxation. We analyze each asset class and product categories with their past record of performance and future potential of generating returns for our investors. We try to create alpha for our investors with timely switch across all asset class and product categories.
At a broad level, the classification of all the product categories is given below.
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3 Years | 5 Years | |||||
Equity Mutual Funds with Active switch |
16% | 14% | 100% Liquid | Complete | 10%-15% | Convenient |
Debt Mutual Funds | 7% | 9% | 100% Liquid | Complete | 20% with Indexation |
Convenient |
Bond/Debenrtures | 8% | 8% | Partially Liquid | Complete | 10%-30% (plus surcharge) |
Convenient |
Alternate Investment Funds (AIF) | 11% | 12% | Partially Liquid | Partial | 15% to 35% | Very Complex |
Portfolio Management Services (PMS) | 18% | 21% | Partially Liquid | Partial | 10% to 15% | Complex |
NIFTY Linked Structured Products |
20% (absolute returns*) |
50% (absolute returns*) |
- | Complete | 10% - 30% | Convenient |
Real Estate Structured Products |
- | 11% | Not Liquid | Partial | 32% | Complex |
Real Estate Physical | - | - | Partially Liquid | Complete | LTCG | Convenient |
Gold | 3.9% | 1.8% | 100% Liquid | Complete | LTCG | Convenient |
New Age Start-up | - | 30% | - | Partial | 35% | Very Complex |