Maxfolio - Finance For Non-Financial People

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Retirement Based Portfolio

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Service Overview

This portfolio is more of value based portfolio especially the ones with higher dividend yield.

Planning for retirement requires a thoughtful approach to investing, focusing on building a portfolio that provides both growth and stability. A well-structured retirement portfolio can help ensure you have the necessary funds to enjoy your golden years without financial stress.

Building a retirement-based portfolio is a critical step toward achieving financial security in your later years. By defining your goals, choosing the right asset allocation, and regularly monitoring your investments, you can create a robust portfolio that supports your retirement dreams. Remember, starting early and staying disciplined are key to long-term success.

 

Note* - These figures are indicative and actual may vary in the similar range.

Market Cap Allocation

Row Label Market Cap Allocation
Large 90%
Middle 5%
Small 5%
Total 100

Market Cap Allocation

Row Label MCA
Bluechip 15%
Growth 10%
Value 70%
Speculative 5%
Grand Total 100

Industry Sector Allocation

Row Lebels ISA
Agriculture 4%
Automobileancillaries 15%
Banking 7%
Capital goods 14%
Chemicals 8%
Crude oil 2%
Diamond Jewellery 5%
Finance 7%
Healthcare 4%
Hospitality 3%
Information Technology 8%
Infrastructure 6%
Iron Steel 6%
Logistics 1%
Realty 3%
Plastic Products 3%
FMCG 4%
Grand Total 100

Growth Portfolio

Theme Based Portfolio

Mutual Funds And ETF

Speculative Portfolio