Union Budget 2026: How to position your portfolio ahead of February 1 – Here’s what experts advice

Vikas Gupta, CEO and Chief Investment Strategist at OmniScience Capital, said diversified exposure remains essential in the current environment. “A portfolio with 75 % allocation to equities, including 20–25 % global equities, 20 % to fixed income, REITs and InvITs, and 5 % to other assets such as gold and silver offers a resilient framework for the year ahead,” Gupta noted.