Your Investment Policy Statement
Growth bucket · ₹2.84 Cr target 2034
v1.0 · drafted by MIA, reviewed by Priya Sharma CFABucket
Growth
Horizon
10 years
Strategic allocation
65 / 25 / 7 / 3
Rebalance band
±5%
Concentration cap
10% per fund
Review cadence
Annual or life events
I acknowledge that…
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I have read the full IPS document. I understand the asset allocation, the rebalancing policy, the concentration limits, and the review cadence laid out above.
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I understand the risks. Market investments carry risk of capital loss. Past returns are not indicative of future performance. My actual outcome may differ from any projections shown.
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I know this is advisory, not execution. BYLD is a SEBI-registered Investment Adviser (INA000123456). Trades are placed by me through partner execution platforms (MFU Central for MFs, my broker for equities).
I'll review this IPS annually or whenever my income, goals, or family situation changes materially. MIA will remind me.
e-Sign via Aadhaar
One OTP on your Aadhaar-linked mobile. BYLD stores the signed IPS for 7 years per SEBI Reg 19(2). You can download the signed PDF at any time from Settings.
Signer · Rajiv Kumar · Aadhaar ••••••7624