Your wealth, on cruise control

Your wealth,
on cruise control

Intelligent. Intuitive. Always Adapting.

Introducing Allocate

Ionic Allocate brings equities, debt and alternatives into one intelligently managed portfolio that stays balanced, adapts to market shifts, and compounds with discipline. Put your mind at ease, and let asset allocation do the heavy lifting.

Schedule a call now

CURATED MIX OF 9 ASSET CLASSES

CURATED MIX OF 9 ASSET CLASSES

  • REITs

  • STOCKS

  • INVITs

  • INTERNATIONAL EXPOSURE

  • EQUITY MUTUAL FUNDS

  • BONDS

  • ETFs

  • GOLD / SILVER ETFs

  • FIXED INCOME MUTUAL FUNDS

Allocate manages risk and maximizes returns.

Allocate manages risk and maximizes returns.

We design a curated mix of
investments across 9 asset classes
to reduce concentration risk.

We design a curated mix of investments across 9 asset classes to reduce concentration risk.

Your portfolio grows steadily,

even when the markets keep shifting gears.

All-season funds you can choose from

All-season funds you can choose from

3 watertight strategies that steer you to success

MODERATE

MODERATE

Balance of equity and debt + alternates

Balance of equity and debt + alternates

21.3%

21.3%

RETURNS

RETURNS

22.3%

22.3%

ALPHA

ALPHA

11.7%

11.7%

RETURNS

7.7%

7.7%

ALPHA

RETURNS

11.7%

ALPHA

7.7%

AGGRESSIVE

AGGRESSIVE

AGGRESSIVE

Largely equity portfolio

Largely equity portfolio

17%

RETURNS

19%

ALPHA

EQUITY

100% equity portfolio

1.1%

1.1%

RETURNS

3.6%

3.6%

ALPHA

RETURNS

1.1%

ALPHA

3.6%

EQUITY

EQUITY

EQUITY

100% equity portfolio

100% equity portfolio

*DATA AS OF 31ST MARCH 2026

Pros by your side

A dedicated team of domain experts who share one goal: to help your portfolio grow, no matter which way the markets go. 

YAJASH MEHTA

Your friendly neighbourhood fund manager

Principal Officer & Fund Manager
CA, CFA

The dream team, where meticulous market analysis meets future-ready wealth strategies

Associate Product Manager
MTM, Columbia University

VANSHIKA

Fund Analyst (Multi-Asset)
MBA, NMIMS

PRASHANT

Fund Management
CA, CFA

PREET

We stack

the odds 


in your favour

We stack the odds in your favour

We stack

the odds in your favour

Our 5-level framework ensures
that your portfolio always stays ahead
of the curve.

Our 5-level framework ensures that your portfolio always stays ahead of the curve.

  • 1.

    DATA PARAMETERS

    Our 5-level framework ensures
    that your portfolio always stays ahead
    of the curve.

  • 2.

    IN-HOUSE QUANT MODEL

    We track the strength and momentum across asset classes to dynamically adjust weights

  • 3.

    INTERNAL
    QUALITATIVE ANALYSIS

    Our experts track critical 


    metrics and opportunities
    across asset classes

  • 4.

    FACTOR ANALYSIS

    We balance volitility vs momentum factors, weightage, and the overall duration of investments

  • 5.

    ASSET CLASS LEVEL

    We make overweight / underweight calls across asset to
    reach the final decision

  • 1.

    DATA PARAMETERS

    Our 5-level framework ensures
    that your portfolio always stays ahead
    of the curve.

  • 2.

    IN-HOUSE QUANT MODEL

    We track the strength and momentum across asset classes to dynamically adjust weights

  • 3.

    INTERNAL
    QUALITATIVE ANALYSIS

    Our experts track critical 


    metrics and opportunities
    across asset classes

  • 4.

    FACTOR ANALYSIS

    We balance volitility vs momentum factors, weightage, and the overall duration of investments

  • 5.

    ASSET CLASS LEVEL

    We make overweight / underweight calls across asset to
    reach the final decision

  • 1.

    DATA PARAMETERS

    Our 5-level framework ensures
    that your portfolio always stays ahead
    of the curve.

  • 2.

    IN-HOUSE QUANT MODEL

    We track the strength and momentum across asset classes to dynamically adjust weights

  • 3.

    INTERNAL
    QUALITATIVE ANALYSIS

    Our experts track critical 


    metrics and opportunities
    across asset classes

  • 4.

    FACTOR ANALYSIS

    We balance volitility vs momentum factors, weightage, and the overall duration of investments

  • 5.

    ASSET CLASS LEVEL

    We make overweight / underweight calls across asset to
    reach the final decision

  • 1.

    DATA PARAMETERS

    Our 5-level framework ensures
    that your portfolio always stays ahead
    of the curve.

  • 2.

    IN-HOUSE QUANT MODEL

    We track the strength and momentum across asset classes to dynamically adjust weights

  • 3.

    INTERNAL
    QUALITATIVE ANALYSIS

    Our experts track critical 


    metrics and opportunities
    across asset classes

  • 4.

    FACTOR ANALYSIS

    We balance volitility vs momentum factors, weightage, and the overall duration of investments

  • 5.

    ASSET CLASS LEVEL

    We make overweight / underweight calls across asset to
    reach the final decision

FAQs

How does Ionic Allocate rebalance the portfolio?

What types of investments are included in Ionic Allocate?

What is the minimum investment amount for Ionic Allocate?

How often can I subscribe or redeem from the PMS?

How are investments in Ionic Allocate taxed?

Can NRIs invest in Ionic Allocate?

₹ 10000 Cr+

₹ 10000 Cr +

AUM

AUM

AUM

1900+

1900 +

CLIENTS

CLIENTS

CLIENTS

230+

230 +

DOMAIN EXPERTS

DOMAIN EXPERTS

DOMAIN EXPERTS

Schedule a call now

Co-founder in your journey
of wealth creation

Co-founder
in your journey of wealth creation