Smarter Wealth Management, Built on Data and AI
SMARTER INVESTING BUILT ON DATA
AI-managed portfolios for long-term growth. Trusted by 12,000+ investors | ₹52+ Cr AUM managed
Why Choose AnchorWealth.AI
A disciplined, data-driven approach designed for consistent, long-term wealth creation.
Data-Driven
Eliminates human bias from every investment decision
Diversified
Invests across equity, debt, and global markets for balanced growth
Risk Managed
Continuously tracks risk, drawdowns, and portfolio exposure
Auto Optimized
Automatically rebalanced to adapt to changing market conditions
AI-Powered Investment Intelligence
Strategic Allocation Opportunities
Trusted & Compliant Investment Platform
Regulated, secure, and aligned with industry standards to safeguard your investments. | AMFI Registered | ARN-346989 | BSE Star MF Member
Portfolio Solutions for Every Investment Goal
Carefully designed portfolios aligned to your risk profile, time horizon, and long-term wealth objectives.
0–2 Years
| Asset Class | Allocation (%) |
|---|---|
| Liquid / Overnight Funds | 70% |
| Short Duration Debt | 30% |
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High liquidity with minimal risk
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Ideal for idle or treasury funds
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Stable and predictable returns
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Quick access to capital when needed
2–5 Years
| Asset Class | Allocation (%) |
|---|---|
| Short Duration Debt | 40% |
| Arbitrage Funds | 20% |
| Medium Duration Debt | 25% |
| Large Cap Equity | 15% |
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Focus on capital preservation
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Low volatility and stable income
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Suitable for short-term goals
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Ideal for conservative investors
3–7 Years
| Asset Class | Allocation (%) |
|---|---|
| Short Duration Debt | 20% |
| Medium Duration Debt | 15% |
| Large Cap Equity | 35% |
| Mid Cap Equity | 20% |
| Gold | 10% |
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Balanced risk and return strategy
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Diversified across asset classes
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Suitable For professionals & families
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Consistent long-term performance
7–12 Years
| Asset Class | Allocation (%) |
|---|---|
| Large Cap Equity | 35% |
| Mid Cap Equity | 30% |
| Small Cap Equity | 25% |
| Metals & Natural Resources | 10% |
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Maximum return potential
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Exposure to emerging opportunities
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Ideal for long-term investors
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High risk with higher reward potential
3–8 Years
| Asset Class | Allocation (%) |
|---|---|
| Medium Duration Debt | 10% |
| Large Cap Equity | 10% |
| Gold | 50% |
| Metals & Natural Resources | 30% |
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Hedge against inflation risks
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Diversifies beyond traditional assets
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Performs well during volatile cycles
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Enhances overall portfolio stability
5–10 Years
| Asset Class | Allocation (%) |
|---|---|
| Medium Duration Debt | 10% |
| Large Cap Equity | 45% |
| Mid Cap Equity | 25% |
| Small Cap Equity | 15% |
| Gold | 5% |
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Strong long-term growth potential
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Exposure to high-growth sectors
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Suitable for HNIs & executives
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Optimized for wealth compounding
Dynamic Rebalancing
AI auto adjusts allocations based on market, rebalancing your portfolio in real time.
Tax Optimization
Harvests losses and optimizes for long‑term capital gains by strategically selling.
Risk Management
Keep monitors and adjusts portfolio risk exposure in real time to aligned with profile.
Start Investing the Smarter Way
AI-driven portfolios designed to remove bias, optimize risk, and grow your wealth consistently across market cycles. Past performance is not indicative of future results. Mutual fund investments are subject to market risk.