A Multi asset, Multi product diversified portfolio approach
Diversification reduces the volatility & Asset Allocation helps mitigate the risk. 90% of investment success is attributed to the right allocation of assets,therefore understanding the asset classes is of utmost importance. What one needs to understand is, their long-term rolling (CAGR) returns with associated risk (volatility) and how they have performed over and above inflation as well as their liquidity and ticket size.
Therefore, our approach of Multi-asset, Multi-product and Diversified portfolio, invested at appropriate valuation across timeframe is the well-established way to get optimum risk-adjusted returns.
And who will design and monitor such a plan for you, considering your risk appetite, biases, behavior and investment blind spots?