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Auxano Legacy Fund
Long-Term Wealth, Built With Conviction
Auxano Legacy Fund is a research backed PMS scheme that is designed for investors who think beyond the popular market cycles. The fund is based on structured investments in mutual funds.
It is designed for the HNIs and Family Offices where investors are keen on money instruments that are all about building portfolios with purpose.
Auxano Legacy brings together Auxano’s investment research, a structured portfolio approach and your investment preferences to create a long-term mutual fund portfolio.
Built for investors who want to participate in long-term wealth creation while retaining control over their investment decisions, Auxano Legacy takes a portfolio-level approach rather than treating every investment as an isolated choice.
What Is Auxano Legacy Fund?
Built for investors who want to participate in long-term wealth creation while retaining control over their investment decisions, Auxano Legacy takes a portfolio-level approach rather than treating every investment as an isolated choice.
Your portfolio should be managed as a portfolio — not as a collection of individual funds.
Many investors accumulate mutual funds over time.
- One fund may be selected for diversification.
- Another because of its recent performance.
- Another based on a recommendation.
- Another to gain exposure to a particular market segment.
Individually, these decisions may appear reasonable
But when brought together, the portfolio can develop overlap, concentration, inconsistent investment styles or an allocation that no longer reflects the investor’s objectives.
Auxano Legacy approaches mutual fund investing differently.
The strategy combines Auxano’s research and investment framework with the investor’s preferences and objectives to create a more structured portfolio.
And because it is non-discretionary, the investor retains the final say on investment decisions.
Why Does Auxano Legacy Become Relevant?
When Your Portfolio Becomes Bigger, It Also Becomes More Complex.
For most investors, mutual funds are the starting point of their wealth creation journey, it begins with SIPs and SWPs.
Though they are easy to begin with but overtime, those goal specific mutual fund investments make the portfolios fragmented.
Reasons are,
- Multiple fund houses.
- Multiple categories.
- Multiple investment styles.
- Multiple advisors.
- Multiple opinions.
The result?
More investments do not necessarily mean a better portfolio.
At a certain stage, investors need to move from:
“Which mutual fund should I invest in?”
to:
“How should my entire portfolio be structured?”
This is where Auxano Legacy becomes relevant.
Through this BellWether Associates bring a research-driven portfolio perspective to mutual fund investing while allowing investors to remain involved in the final investment decisions.
Research Meets Investor Control
Auxano Legacy combines two elements that investors often have to choose between:
Professional Investment Research
Auxano’s research forms the foundation for identifying and evaluating investment opportunities.
The focus is on understanding the underlying investment approach, portfolio quality, risk and long-term potential rather than simply chasing recent performance.
Investor Decision-Making
Auxano Legacy follows a non-discretionary approach.
Investment recommendations are presented to the investor, but the final decision remains with the investor.
The result:
+ investor control
+ structured portfolio thinking
Professional research
What Makes Auxano Legacy Different?
It Is Not About Owning More Funds. It Is About Owning the Right Portfolio.
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Portfolio-Level Approach
Individual mutual funds are evaluated in the context of the broader portfolio rather than in isolation.
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Research-Driven
Investment recommendations are supported by Auxano's research and investment framework.
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Investor-Controlled
Since it is a non-discretionary PMS strategy, the final say on investment decisions remains with the investor.
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Built Around Your Preferences
Your objectives, existing investments and preferences can be considered while constructing the portfolio.
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Long-Term Focus
The strategy is designed around long-term wealth creation rather than reacting to short-term market movements.
How Auxano Legacy Works
A Structured Process From Research to Investment
Understand Your Portfolio
We dive deep to understand your wealth management goals, existing investment portfolios, financial objectives, investment horizon and preferences.
Evaluate the Opportunity
Auxano's research framework is used to identify and evaluate suitable mutual fund opportunities.
Build the Portfolio
Investment recommendations are brought together into a portfolio designed around your objectives and overall asset allocation.
Review With You
We ensure each and every suggestion is discussed and explained with the investment rationale as to how any asset allocation fits into your portfolio and wealth horizons.
You Make the Decision
As a non-discretionary strategy, the final investment decision remains with you.
Monitor & Review
Each and every portfolio that is managed by our team is reviewed regularly and rebalanced if required as per market conditions, investment opportunities and your financial objectives.
What Are We Really Managing?
Not Just Mutual Funds.
We are managing the relationship between them.
A portfolio can contain high-quality funds and still be poorly structured.
Auxano Legacy focuses on understanding:
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Allocation
Is your capital allocated according to your financial objectives and investment horizon?
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Diversification.
Are you adequately diversified, or are multiple funds exposing you to the same underlying companies, sectors or investment styles?
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Quality
Are the underlying investment approaches aligned with the portfolio's long-term objective?
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Risk
What risks are being taken across the portfolio, not just within individual funds?
Long-Term Wealth Creation Requires Discipline
Markets constantly provide reasons to change direction.
- A fund performs well, investors want more of it.
- A market falls, investors want to exit.
- A new theme becomes popular, investors want exposure.
- A previous investment underperforms, investors want to replace it.
- This constant reaction can make long-term investing difficult.
- Auxano Legacy takes a more structured approach.
Research before action.
Portfolio before product.
Long-term objectives before short-term noise.**
At BellWether Associates our focus remains on building portfolios that can stay aligned with the investor’s objectives through different market environments.
Where Auxano Legacy Fits in Your Portfolio
Auxano Legacy is intended to be considered as part of a broader wealth strategy.
Investors may already have exposure to:
Direct Equity | Mutual Funds | Fixed Income | PMS | AIFs | Other Investments
The question is not whether one investment should replace another. The question is:
How does each component contribute to your overall wealth strategy?
For investors with an established portfolio, Auxano Legacy can provide a structured approach to their mutual fund allocation while allowing the broader portfolio to remain part of the conversation.
Who Is Auxano Legacy For?
Auxano Legacy may be relevant for investors who:
- Already have meaningful mutual fund exposure
- Want a more structured approach to managing mutual fund investments
- Value professional investment research
- Prefer to retain control over investment decisions
- Keep Long term objectives for financial freedom and abundance
- Consider investments in the context of life goals and beyond
- Prefer to stay disciplined over short-term market reactions
It may not be suitable for investors who:
- Need their capital for immediate financial requirements
- Are focused primarily on short-term returns
- Expect guaranteed investment outcomes
- Do not want any professional research or portfolio-management involvement
- Are not comfortable with market related risks
Our Personal CFOs will evaluate the suitability based on your financial objectives, risk profile, liquidity requirements and investment horizon.
Why BellWether Associates?
Access Is Only One Part. Perspective towards Wealth Matters Too.
Choosing an investment strategy is important.
Understanding where it fits within your wealth is critical.
BellWether works with investors across the investment lifecycle — from evaluating suitability and onboarding to ongoing portfolio monitoring and review.
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Aligned With Your Goals
We help evaluate whether Auxano Legacy fits within your broader financial objectives and existing investments.
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Research & Decision Support
We help you understand the investment approach and the rationale behind the recommendations.
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Ongoing Monitoring
Your investment remains part of an ongoing portfolio conversation rather than becoming an investment you simply forget about.
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Regular Reviews
We review the investment as part of your broader portfolio and financial planning discussions.
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A Single Point of Contact
BellWether provides ongoing support for investment-related requirements, documentation and portfolio discussions.
Already Investing in Mutual Funds?
Your Existing Portfolio Could Be the Starting Point.
You don’t necessarily need another fund.
You may need a better understanding of the portfolio you already have.
BellWether can help you review:
- Your existing mutual fund holdings
- Portfolio overlap
- Asset allocation
- Investment concentration
- Risk exposure
- Long-term alignment with your goals
From there, we can evaluate whether Auxano Legacy has a meaningful role to play in your overall portfolio.
Your Money. Your Decisions. Our Personal CFO for Research.
Auxano Legacy is built for investors who want professional research without giving up their role in the investment decision.
Because long-term investing is not about following every market movement.
It is about having a framework you can stay committed to.
Research-led investing. Structured portfolios. Investor control.
BellWether – Your Personal CFO™.
On a Mission to Secure Your Financial Future.
- Speak to our expert at
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Registered With AMFI | ARN-96040 | Date of Initial Registration: 6th June 2014 | ARN Valid till 30-Jun-2029 | APMI Registration: APRN01618
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