We believe that Equities is a solid investment option for long term wealth accumulation. Volatility may cause concern for short term but rising share prices can multiply your gains in the long run if your investments are managed by Kesari Financial Services.
Here’s a look at how an investment of Rs.10,000 fared over 31 years, across different asset classes – Gold, Silver, PPF and the Sensex.
(Data source: Alternate Channels Training Services TALIC)
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.
At Kesari Financial Services we 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 help you address your short-and long-term financial needs.
