Sanctum Wealth · Model Portfolio

DEPLOYING A FRESH ₹50 CRORE

Suggested India Portfolio Allocation Framework
Equities
45%
Portfolio Allocation
≈ ₹22.5 Cr of ₹50 Cr
The largest single sleeve, anchoring long-term growth and compounding for the portfolio.
Cash, Debt & Arbitrage
28–30%
Portfolio Allocation
≈ ₹14–15 Cr of ₹50 Cr
Provides liquidity, capital stability, and tax-efficient parking via arbitrage strategies.
Gold
10–12%
Portfolio Allocation
≈ ₹5–6 Cr of ₹50 Cr
A hedge sleeve to diversify against equity and currency volatility.
Private-Market Alternatives
10%
Portfolio Allocation
≈ ₹5 Cr of ₹50 Cr
Exposure to private equity, credit, or venture strategies for return diversification beyond listed markets.
REITs & InvITs
5%
Portfolio Allocation
≈ ₹2.5 Cr of ₹50 Cr
Yield-generating real assets offering income and steady diversification.
Framework Snapshot
Sanctum Wealth's model for a fresh ₹50 crore India portfolio balances growth (equities, private alternatives) against stability (cash, debt, arbitrage) and diversification (gold, REITs/InvITs) — designed as a starting framework rather than a fixed prescription.