How To Diversify In The Right Way

The fall in investment valuations during this Pandemic caused immense pain to investors.

Investing in assets creates wealth.

Asset allocation protects wealth.

The crisis has highlighted the significance of strategic asset allocation.

Consistent re-balancing of investment portfolio is crucial.

Asset allocation has to be flexible so that re-aligning the investments is possible.

For a growth-oriented retirement plan one must –

A.     Invest regularly

B.   Monitor the asset allocation closely

C.   Re-balance assets to absorb shocks and crisis.

These steps safeguard a retirement corpus.

Allow withdrawals as per client’s needs. Ensures the corpus lasts a lifetime.

My aim is my clients making no compromises to their life style post retirement.

Each retiree has a unique cash-flow demand.

I dedicate my attention to this niche requisite.

My initial step for a retirement plan is to find out a client's income and expenditure pattern.

Understand his risk appetite.

His returns and liquidity needs.

I use asset- allocation to mitigate the risks caused by various asset classes.

Create a harmonious portfolio.

Watch it like a hawk.

Make timely re-balancing decisions to optimize and protect returns.

My idea is don’t put all your eggs in one basket. “Warren Buffet” recommends it too.

I create a customised basket with diverse assets that deliver steady long-term returns enduring market volatility.

Your secure retirement is my ultimate target.

I am prepared with the bow of intensive research and arrows of sharp ideas.

Make the call now.