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ASSET ALLOCATION

As you decide how your assets should be allocated among investment choices, it is important not to forget the most important factor – YOU. Though everyone wants to make the highest return possible, there is a trade-off between risk and return. Hence, before making any investment decision, you must consider the following factors:

 

       Define your Attitude towards Risk, or the ‘chance of loss’

       Define your Investment Goals and then focus on them. A strategically allocated portfolio alleviates the need to chase market trends.

 

We conduct this assessment through two questionnaires: Risk Assessment and Investment Objectives. These will help us understand your family’s unique risk-return preferences and define the parameters under which your investment advisor will make investment decisions.

 

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Sample Asset Allocation

Sample Asset Allocation
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