Conservative Portfolio
A low-risk investment strategy focused on capital preservation and steady income generation, ideal for investors seeking stability and consistent returns.
Back to Wealth ManagementPortfolio Features
Designed for investors who prioritize capital preservation and steady income over aggressive growth
Capital Preservation
Focus on protecting your principal investment while generating steady income
Low Volatility
Minimize market fluctuations through conservative asset allocation
Steady Income
Regular income generation through fixed-income investments
Investment Allocation
Strategic allocation across different asset classes to balance risk and return
Fixed Income
70%
- Government Bonds
- Corporate Bonds
- Money Market Instruments
- Fixed Deposits
Equities
20%
- Blue-Chip Stocks
- Dividend-Paying Stocks
- Defensive Sectors
- Low-Volatility ETFs
Cash & Equivalents
10%
- High-Yield Savings
- Short-Term Deposits
- Liquid Money Market Funds
Performance Metrics
Track record of consistent returns with minimal volatility
Expected Returns
Annual Return:4-6%
Income Yield:3-4%
Capital Growth:1-2%
Risk Metrics
Volatility:Low
Maximum Drawdown:-5%
Sharpe Ratio:1.2
Ready to Start Investing?
Begin your journey with our conservative portfolio and experience the benefits of stable, income-focused investing.