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How to do Asset Allocation?
February 16, 2023
How to do Asset Allocation?
- Factors to consider before investing: age, investment horizon, risk appetite, financial objectives
- Asset allocation refers to the distribution of different types of asset classes across an Investment Portfolio
- Common asset classes are equities, debt, bank deposits, gold, real estate
- For every investment need, there is a mutual fund available
- 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
- Mutual funds are effective in achieving asset class diversification
- Invest carefully and seek professional help
- Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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