Diversify your portfolio to build wealth
and reduce risks

I am interested to know about Asset Allocation

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Strengthen your portfolio to build a balanced risk-reward tradeoff and achieve your goals. Start with an asset
allocation strategy.

What is Asset Allocation?

Asset allocation is dividing your portfolio across assets such as equity, debt and gold to meet your financial
goals and minimize your downside risk.

Benefits of Asset Allocation

Types of assets

  • Equity

    Long term growth

  • Debt

    Regular income & stability

  • Gold

    Store of value

How Asset Allocation works?

Ask yourself these five key questions:

If you have answered yes, it indicates a balanced asset allocation. If not, you need to revisit.
Periodic review is inherent in strengthening your portfolio

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