Your Goals. Our Plan.
At LLama Research, we think you should base your investments on your dreams, not just what’s happening in the market. With our Quality Accumulation Plan (QAP), your goals shape the strategy, and every rupee you put in has a purpose.
Why QAP?
- Personalized: Tailored portfolios built around your goals, timelines, and risk comfort
- Purpose-Driven: Every investment aligns with what matters most to you
- Disciplined: A data-powered, evidence-based process that grows with you
Disclaimer: Performance data is as of June 30, 2025, and reflects LLama Research’s internal live model portfolios. Actual client portfolios may vary based on individual goals, risk profiles, and mandates. These are multi-asset strategies, and comparisons to benchmarks like Nifty and Gold are for reference only. The displayed performance is unaudited and subject to market conditions. Past performance is not indicative of future results, and no returns are guaranteed.
What is Goal-Based Portfolio Strategy?
Investing based on your goals is a smarter and more personal way to do it.
It doesn’t start with charts; it starts with you:
Your Goals
Your Timeline
Your Aspirations
Whether it’s buying your first home, funding your child’s education, or building a retirement you’ll love, goal-based investing helps you put your money to work in a way that’s built around your life. Because money should serve your goals, not the other way around.
Unlock Your Financial Potential with Us
Buying Your First Home
Your Education
Children’s Education
Retirement Planning
Major Life Events
Business Expansion
Financial Independence
Whatever your dream, QAP adapts to meet it.
How it works?
1 1
Risk Comfort & Preferences
Let us know how much risk you’re comfortable taking.
2 2
Share Your Goals
Tell us your target amount, timeline, and how much you’re able to invest.
3 3
Intelligent System Analysis
QAP uses your inputs and advanced algorithms to build a custom plan.
4 4
Get Your Personalized Portfolio
Receive a diversified, goal-based investment portfolio built for your unique journey.
5 5
Ongoing Monitoring
Your portfolio is regularly reviewed and adjusted to keep you on track, every step of the way.
Have Questions? We’ve Got the Answers
QAP (Quality Accumulation Plan) is our proprietary framework for building customized investment portfolios around your life’s goals.
Unlike traditional investing that chases market moves, QAP puts your personal goals at the heart of your portfolio, ensuring every investment has a purpose.
Absolutely! Life changes, and your QAP can adapt right along with you.
Your portfolio is actively monitored and rebalanced, ensuring it stays aligned with your goals, market movements, and your evolving risk comfort.
Your portfolio may include a mix of equities, debt, gold, and other assets, designed for the best chance of reaching your goal, within your comfort zone.