execution

Execution is an art of getting things done in the manner that it gives the desired and planned returns. After the analysis and advisory, comes the next task of executing the investment plan with a strict discipline and expertise.

In this scenario, you will benefit the most with a dedicated team of managers who will take care of all your paper-work, assisting on banking, and co-ordination with various fund houses & follow-up with all regulators ensuring that the compliance requirements are taken care of.

• Account Manager

Your account manager is someone who has a complete understanding of your risk profile and attitude towards risk. Our Account Managers have a strong understanding of your investment objectives. The recommendations made by Team Indian Wealth Management are after considering your Risk Appetite, Time horizon, Returns Expectations, Liquidity, Current Portfolio and Asset Class Allocation & Tax Planning.

• Service Manager

The Service Manager will enable seamless handling of the backend and operational requirements. This will keep your investment process hassle free and paperless wherever possible. He will regularly follow up on operation requirements with various manufacturers and others to keep up a smooth process.

As a client of Kesari Financial Services, you’ll have access to our latest research from all mutual funds across India, from equities to fixed income and commodities.

What is asset allocation?

Why is asset allocation critical for various life stage planning?

How do I go about my asset allocation?

How often do I need to check my asset allocation?

Asset Allocation Model

Strategic Asset Allocation

Tactical Asset Allocation

Asset Allocation needs to respond to changes in the investor’s economic environment. Therefore, even though, the allocation does not change drastically because the client’s risk tolerance may not change, the asset allocation will have to be regularly “rebalanced”.

The Tactical Asset allocation Model will be a result of variations in underlying factors such as – inflation, IIP, money supply, growth as % of GDP, etc. The tactical asset allocation model is reviewed on a quarterly basis or as per the development of macro-economic factors in the Global economy.

Review & Scientifically Re-Balance your portfolio, consult Financial now!!!!

Kesari Financial Services can offer a personalized consultation to you, helping you clearly define your goals and develop a tailored life stage plan. With ongoing advice, guidance and customized recommendations, we can also help you address your short-and long-term financial needs.