Compass TrueNorth Portfolio
Built For Real World Markets
Strategy Approach
Disciplined, valuation-driven portfolios combining equity, debt, and gold to balance growth and downside protection. Strategic allocations with tactical flexibility ensure long-term wealth progress with controlled risk.
How it Works
Compass TrueNorth follows a rules-based, multi-asset investment framework designed to build durable wealth in unpredictable markets. Strategic allocations across equity, debt, and gold anchor portfolios to long-term goals. Tactical shifts based on valuations and macro indicators capture opportunities as they arise. Rebalancing only occurs when allocation ranges drift beyond set limits, reducing costs and eliminating emotional, reaction-driven decisions. The process combines discipline, risk-adjusted returns, and drawdown control — helping investors stay invested through cycles and steadily move toward financial independence.
Range-Based Rebalancing
Allocations are adjusted only when they drift beyond preset bands — minimizing churn, reducing taxes & costs, and enforcing discipline.
Multi-Asset Defense
Equity, debt, and gold work together so that when one weakens, others cushion the blow — reducing volatility and preserving capital.
Valuation-Led Shifts
When markets disconnect from fundamentals, exposures shift selectively to capture upside and protect from overheated risks.
Best Suited to
Investors who want growth without losing sleep. Ideal for those seeking a structured, long-term plan that minimizes behavioral mistakes and protects capital during market volatility while still participating in wealth creation.
GoldStandard Wealth Private Limited
Registered Office: B-508, Naman Midtown, Senapati Bapat Marg, Mumbai 400013.
Telephone: 8655744658 and 8655744657.
CIN: U70200MH2024PTC430028 | PMS SEBI Reg. No.: INP000009171