
The Confidence Plan
Perfect for research-oriented professionals ready to begin shaping their own portfolios.
Confidence marks the shift from caution to commitment. Here, fund managers begin to express their independent views while retaining diversification through mutual funds and partial listed equity exposure. It encourages thoughtful risk-taking—where ideas are tested within a safe structural framework. This plan allows you to develop your own investing style, with enough freedom to demonstrate edge while limiting downside risk.

Key Benefits
Blend of stability and self-expression
Controlled listed equity exposure (up to 25%)
Develop your personal investing philosophy

What you Get
Ability to curate a mutual fund and ETF portfolios with limited equity exposure
GoldStandard platform infrastructure
Comprehensive compliance and reporting
