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ASSET ALLOCATION
The Assets namely Equity, Gold, Real Estate have behaved differently
in the past and expected to have years of cyclical performance and
underperformance.
Needless to say, a well diversified portfolio has allocation to all asset
classes in a fixed proportion. The proportion of each asset in your
Portfolio would be based on various factors like your Age, current
net-worth, your Goals (long and short term)and your Risk Profile.
Mr Suriya, aged 38 years has the following Asset Allocation




What would be the optimal Asset Allocation for YOU?

Do call me / write to me for deciding your right portfolio of assets.

For a right Asset Allocation, write to info@mywisemoney.com

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Asset allocation

  • 1. ASSET ALLOCATION The Assets namely Equity, Gold, Real Estate have behaved differently in the past and expected to have years of cyclical performance and underperformance. Needless to say, a well diversified portfolio has allocation to all asset classes in a fixed proportion. The proportion of each asset in your Portfolio would be based on various factors like your Age, current net-worth, your Goals (long and short term)and your Risk Profile. Mr Suriya, aged 38 years has the following Asset Allocation What would be the optimal Asset Allocation for YOU? Do call me / write to me for deciding your right portfolio of assets. For a right Asset Allocation, write to info@mywisemoney.com