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KS Finoleg Services Pvt Ltd · ARN-307640 · APRN: APRN039894
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense

Scientifically Backtested Dynamic Multi-Asset Model Portfolios

Eliminate emotional investing. Allocate across 14 rule-based, quant-driven model portfolios engineered for distinct life milestones, risk appetites, and macroeconomic cycles.

14 Unique StrategiesMilestone & Risk Mapped
Dynamic RebalancingAlgorithmic Drift Correction
Multi-Asset MixEquity, Gold, Debt & Global Blend
Quarterly ReviewTransparent Performance Benchmarking
Explore Active Strategies ↓Request Wealth Review ↗
Allocation Frontier

The 4-Quadrant Wealth Architecture

We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.

⚡ CORE FOUNDATION · 60% MANDATE

Bluechip Capital Foundation

Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.

Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha

Momentum, Quality & Low-Beta Tilts

Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.

Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD

Uncorrelated Structural Returns

Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.

Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO

Disruptive Tech & Offshore USD Assets

Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.

Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage

Why Invest Through MFeasy Model Portfolios?

Removes guesswork, prevents emotional mistakes, and optimizes multi-asset diversification.

01

Empirical Rolling Alpha

We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.

✓ Sharpe Ratio > 1.25 Consistency
02

Systematic Drawdown Defense

We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.

✓ Dynamic Cash Allocation Triggers
03

Zero Distribution Bias

100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.

✓ 0% Commission Surcharge Markups
Investor Profiles

Who Should Consider Model Portfolios?

Ideal for busy professionals and families who want institutional multi-asset wealth management without active day-to-day stress.

RETAIL & AFFLUENT INVESTORS

Systematic Wealth Builders & SIP Mandates

Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.

  • Automated Step-Up SIP Mandates (10–15% annual increments)
  • Quarterly Portfolio Health & Downside Drawdown Reviews
  • Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES

Private Wealth & Multi-Asset Mandates

Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.

  • Direct Chief Investment Strategist Dealing Desk Access
  • Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
  • Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard

How MFeasy Model Portfolios Outperform Random Stock & Fund Picking

Institutional multi-asset optimization vs ad-hoc, uncoordinated investment collection.

Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
Portfolio Construction
Random accumulation of trendy funds based on recent tips or advertisements.
Econometrically backtested multi-asset weightings engineered for Sharpe ratio optimization.
Asset Drift Handling
Zero rebalancing; equities balloon to 95% at market tops and crash violently.
Disciplined quarterly rebalancing systematically locks in gains and reallocates to defensive assets.
Stock Overlap Control
Massive hidden duplicate holdings across funds diluting overall diversification.
Algorithmic screening guarantees minimal overlap across all underlying instruments.
Reporting & Insights
Confusing multi-page statements from 5 different platforms.
Single intuitive visual dashboard tracking blended returns, asset weights, and goal progress.
Empirical Strategies

Active Model Portfolios Mandates

Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.

Wealth Intelligence

Calculators & Institutional Research

Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.

Compounding Engine⚡ Interactive Model

Step-Up SIP & Compounding Tool

Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.

Run SIP Numbers →
Research Factsheets📄 Official PDF

AMC Factsheets & Portfolio Disclosures

Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.

Download Factsheets →
Regulatory Safety🔒 SEBI Verified

AMFI & SEBI Statutory Verification

Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.

Verify Credentials →
Clarity & Governance

Frequently Asked Questions

Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.

What are the 14 MFeasy Model Portfolios?+

Our 14 model portfolios cover the entire risk-return spectrum: Conservative Income, Defensive Hybrid, Balanced Multi-Asset, Aggressive Growth, Small-Cap Alpha, Global Tech Innovators, Retirement Freedom, Children's Education, Sovereign Wealth, and ESG Sustainable Leaders.

How do rebalancing alerts work?+

At the end of every calendar quarter, our quantitative algorithm evaluates asset class drift. If an asset class deviates by more than 5% from its target allocation, you receive a one-click rebalancing recommendation via email and portal.

Are my investments locked in?+

No. The underlying investments in our model portfolios are highly liquid open-ended mutual funds and ETFs. You can withdraw or reallocate your capital at any time without lock-in penalties (subject to standard scheme exit loads).

What is the minimum investment required?+

Initial investment thresholds start at ₹25,000 to ₹1 Lakh depending on the specific model portfolio complexity, with additional contributions starting from ₹5,000.

Regulatory Disclosure & Risk Notice: Model portfolios are research-backed asset allocation frameworks. Past performance of model backtests is hypothetical and does not guarantee future results. Investments in securities markets are subject to market risks. KS Finoleg Services Pvt Ltd (MFeasy) facilitates execution through registered AMCs and exchange brokers.