Portfolio Strategy
Gold Portfolio Management
Build a well-structured gold portfolio that aligns with your financial goals, risk appetite, and investment horizon.
Recommended Asset Allocation
Conservative
Low risk tolerance, capital preservation focused
Gold20-25%
Equity30-40%
Debt/Fixed35-45%
Balanced
Moderate risk, growth with stability
Gold10-15%
Equity50-60%
Debt/Fixed25-35%
Aggressive
High risk tolerance, maximum growth
Gold5-10%
Equity70-80%
Debt/Fixed10-20%
Portfolio Strategies
Core-Satellite
Keep 70% in digital gold (core) and 30% in gold ETFs/SGBs (satellite) for diversified gold exposure.
SIP + Lump Sum
Invest monthly via Gold SIP for consistency. Add lump sum during significant price corrections.
Age-Based Allocation
Increase gold allocation as you age. Young investors: 5-10%. Near retirement: 15-25%.
Multi-Product Mix
Spread across digital gold, SGBs, gold ETFs, and physical coins for tax optimization and liquidity balance.