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Ashish Ingle and his team at Mulyankan Gurukul (Email: email@example.com, Mobile: 9893695333) have launched an algo based dynamic asset allocation solution for MFDs, RIAs and wealth managers, to equip them to offer tailored, data-based asset allocation guidance to their clients.
The algo crunches a wide range of valuation and business cycle metrics to come up with 3 level scores that guides asset allocation across equity, debt and gold and also drills down to segments within equity(large/mid/small cap) and debt (long and short term).
Six different asset allocations are recommended for 6different risk profiles and needs. You can either opt to embrace these 6 in your practice or play around with the crunched numbers, select / de-select parameters and build your own scores for valuation and business metrics which will then help you create your own bespoke asset allocation templates.
The algo also gives sector calls when margin of safety for a sector is exceptionally high. Asset allocation calls also cover overseas markets when signals are very strong.
The solution is cloud based and data is updated weekly. It is delivered to users on an Excel based platform, keeping in mind MFDs familiarity with Excel.
Annual subscription costs Rs.10,000 – or about Rs.850 per month.
Looking forward to exploring its potential.
Solution seems like a valuable tool to enhance portfolio strategies.
Great need based solution for all of us.
This solution aligns perfectly with our need. Kudos to Ashish Ingle & Team.
At just Rs.850 per month, this solution is a steal considering the analytics and guidance it provides. Highly commendable initiative !!
What sets this solution apart is the focus on both data-driven insights and advisor customization.
Im thoroughly impressed with the comprehensive approach of this solution. The incorporation of valuation and business cycle metrics, along with the flexibility to tailor asset allocation, is a step in the right direction.
This algo-based asset allocation solution by Mulyankan Gurukul seems like a game-changer for our industry.
Great Algo Ashish.
Surely it can help us
Sounds like an interesting proposition. Subscription model which may need an aggressive push.
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