Showing posts with label How to do Asset Allocation?. Show all posts

How to do Asset Allocation?

February 16, 2023

How to do Asset Allocation?

  1. Factors to consider before investing: age, investment horizon, risk appetite, financial objectives
  2. Asset allocation refers to the distribution of different types of asset classes across an Investment Portfolio
  3. Common asset classes are equities, debt, bank deposits, gold, real estate
  4. For every investment need, there is a mutual fund available
  5. The recipe to asset allocation is: create clearly defined financial goals, consult with a financial advisor, create a diversified investment portfolio, and invest based on clearly defined financial goals
  6. Mutual funds are effective in achieving asset class diversification
  7. Invest carefully and seek professional help
  8. Mutual fund investments are subject to market risks, read all scheme-related documents carefully.

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