Active Manage

Asset Allocation is one of the most important decisions you will make for your investments. By actively managing the portfolio, you can not only enhance but also bring more stability in your overall returns.

It is like building your own cricket team, you will need a mix of players – some who are aggressive and some who are composed – a strong attack and solid defense to be able to compete at the highest level.

Similarly, different asset classes exhibit different risk-return characteristics and respond differently in different market conditions. The correlation between these asset classes presents a very interesting opportunity for you to reduce the risk while maintaining the overall returns. Historically, for instance, Equity and Fixed Income have exhibited negative correlation with each other. With right asset allocation and regular rebalancing, you could achieve much superior risk adjusted returns than either of the asset classes would have delivered independently.

Rebalancing is one of the most important and yet the most ignored part of the portfolio management. Seemingly simple, it can be quite difficult as it means selling a good performing asset to buy something that may not be performing so well. Rebalancing takes the emotion out and brings in discipline to your portfolio.
 

 

We employ several advanced portfolio management strategies to ensure your portfolio exhibits the behavior you are comfortable with and aligns with your overall objectives.

Your portfolio deserves quality time and attention, talk to us and experience the Fin@Work expertise.

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