Excel is a mid-yield product that prioritizes income over capital appreciation through asset allocation to debt
Excel is designed for investors who
Excel is diversified across securities with credit rating of investment grade and above only
As per SEBI mandates, the minimum investment under the Portfolio management scheme is INR 25,00,000 (Indian rupees twenty five lakh only)
We use the 5-year SBI FD as a benchmark for our yield. Given an approximate rate of 6.25%, we aim to return 6-8% MORE than the SBI FD.