ASSET ALLOCATION

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Asset Allocation

Investments should be wisely allocated between Equity, Debt, Gold, Real Estate and other assets due to the fact that returns from asset classes, at any point in time, will never be the same in magnitude.

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Fund Categorization

An important part of the process is Fund Categorisation which deals with the asset allocation mix that is most appropriate for different investment objectives, return expectations, risk appetite levels and liquidity needs.

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Fund Selection

We measure fund performance against benchmark, performance against category, consistency of performance, Fund Manager’s experience and AMC track record.

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Portfolio Optimization

We conduct an optimization of clients investment portfolio by optimizing weights of assets within the same asset class.

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