LIC MF All Weather Asset Allocator

AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About Us

Our vision is to be trusted partner in long term wealth creation by delivering higher risk adjusted returns. At LICMF PMS we assume the responsibility of creating, tracking, and managing your Investment Portfolio. Unique perspectives delivered through standardized/tailor-made strategies helps us to offer our investors a smooth ride of market, irrespective (bullish/bearish) of market conditions.

Fund Snapshot

Year of Inception 2022
Number of Stocks 13-17
Investment Horizon 3-5 years
Fund Managers Dr Azeem Ahmad

Overview

We seek to invest in Indian equities that run high quality businesses, run by a high-quality management, enjoying sustained long-term growth prospects at fair price. Our stock selection is style market cap agnostic. As a result we also understand that most fundamental risks are not knowing or fully understanding the idiosyncratic business risk of each company that we own in the portfolio. Hence, we manage this risk through conventional in-depth bottom up / top down research combined with new age risk weighted portfolios.

All Weather Asset Allocator

It is a multi-asset strategy designed to deliver higher risk weighted returns on an equity/bond/gold portfolio. The strategy is mix of processes and active allocation. The delivery is through direct allocation /or FoF  structure, making it differentiated strategy on Asset Allocation platform.

Key Features:

  • Asset Allocation Model  : Uses globally accepted asset allocation models to decide asset allocation between gold/bond & equity
  • Risk Adjusted Returns  : Focus is on the post-tax returns with higher risk adjusted profile (as debt is tax in-efficient if churned frequently)
  • Choice of Variants  : Investor can choose amongst three variants Conservative, Aggressive & Dynamic based on their risk profile
  • Pricing  : As it is asset allocation, Investor are rewarded with Professional Wealth Management and Asset Allocation Strategy at competitive price

About Fund Managers

Mr. Azeem Ahmad : Head PMS & Principal officer


• He is spearheading the PMS vertical at LIC AM Ltd since 2020.
• In his last assignment, he was the Fund Manager, PMS (Discretionary & Nondiscretionary portfolios) at ICICI Securities.
• He has over 20 years of experience, the last 12 years being with ICICI Securities.
• He has expertise in the areas of portfolio management, fundamental research, global macro, equity, FX and derivatives research & product development.
• He also held roles including Chief Macro Strategist, Derivatives Strategist at ICICI Securities Research team.
• By Qualification, he is an MBA (Finance) from SP Jain and an Associate Company Secretary (ACS) from ICSI.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.