SlideShare a Scribd company logo
What factors should you consider in reviewing your assets? What determines the suitability of
those assets for retirement?
Solution
While reviewing assets like cash savings, investments in equity and mutual funds, properties etc.
the following factors should be considered -
(i) what is the investment goal? As per financial prudence, the farther a person is from his or her
investment goal, the higher is the quantum of risk that should be taken.
(ii) is your assets as per your risk tolerence? If you have a lower risk tolerence, your assets
should comprise mostly of bank savings, fixed deposits and immovable properties. If your risk
tolerence is high, your assets should comprise mostly of equity investments with lower exposure
to fixed deposits and other less risky assets.
In order to determine the suitability of those assets for retirement, the assets should have the
following criteria:
(a) the asset should be capable of producing a regular and recurring income. For instance one of
your assets is a residential appartment, that you are planning to give on rent. This will provide
you with regular and recurring income in the form of rental income.
(b) the assets should be liquid. Assets during retirement should be such that can be converted
into cash easily and assets with greater lock in period, that will be monitized after a long time, is
not suitable at the time of retirement.

More Related Content

Similar to What factors should you consider in reviewing your assets What dete.pdf

Investment management
Investment managementInvestment management
Investment management
Vishnu Rajendran C R
 
09 The Investment Environment - Part 1
09 The Investment Environment - Part 109 The Investment Environment - Part 1
09 The Investment Environment - Part 1
Noushad Feroke
 
Chapter 7Finding the Required Rate of Return for an Invest.docx
Chapter 7Finding the Required Rate of Return for an Invest.docxChapter 7Finding the Required Rate of Return for an Invest.docx
Chapter 7Finding the Required Rate of Return for an Invest.docx
mccormicknadine86
 
Equity final ppt 5
Equity final ppt 5Equity final ppt 5
Equity final ppt 5
JYOTSANA SHUKLA
 
Chapter#1
Chapter#1Chapter#1
Chapter#1
marrium934
 
portfolio management
portfolio managementportfolio management
portfolio management
mannumaharaj
 
1.Investment Process.ppt
1.Investment Process.ppt1.Investment Process.ppt
1.Investment Process.ppt
GayanNayanapriyaHeva
 
Fundamentals of Investing[1]
Fundamentals of Investing[1]Fundamentals of Investing[1]
Fundamentals of Investing[1]
Chris Weetman
 
Securities analysis and portfolio management
Securities analysis and portfolio managementSecurities analysis and portfolio management
Securities analysis and portfolio management
Divya_10
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-income
Roger Jirves
 
ReturnsA return, also known as a financial return is the money m.docx
ReturnsA return, also known as a financial return is the money m.docxReturnsA return, also known as a financial return is the money m.docx
ReturnsA return, also known as a financial return is the money m.docx
zmark3
 
Investment management
Investment managementInvestment management
Investment management
Ruby Sharma
 
Your Financial Future June 2016
Your Financial Future June 2016Your Financial Future June 2016
Your Financial Future June 2016
Christian Phillips
 
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjjRitika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
AkashGholap5
 
Chapter 7 Sukuk and Securitisation
Chapter 7   Sukuk and SecuritisationChapter 7   Sukuk and Securitisation
Chapter 7 Sukuk and Securitisation
Mahyuddin Khalid
 
ALTERNATIVE INVESTMENTS – INDIAN SCENARIO
ALTERNATIVE INVESTMENTS – INDIAN SCENARIOALTERNATIVE INVESTMENTS – INDIAN SCENARIO
ALTERNATIVE INVESTMENTS – INDIAN SCENARIO
furqi1
 
Goldman Sachs’ Interview Tips New
Goldman Sachs’ Interview Tips NewGoldman Sachs’ Interview Tips New
Goldman Sachs’ Interview Tips New
Augustin Bangalore
 
Goldman Sachs Imterview Tips
Goldman Sachs Imterview TipsGoldman Sachs Imterview Tips
Goldman Sachs Imterview Tips
Augustin Bangalore
 
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptxSecurity-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
RashmiMangla1
 
ROUNDTABLE DEBATE
ROUNDTABLE DEBATEROUNDTABLE DEBATE
ROUNDTABLE DEBATE
Felix Schlumpf
 

Similar to What factors should you consider in reviewing your assets What dete.pdf (20)

Investment management
Investment managementInvestment management
Investment management
 
09 The Investment Environment - Part 1
09 The Investment Environment - Part 109 The Investment Environment - Part 1
09 The Investment Environment - Part 1
 
Chapter 7Finding the Required Rate of Return for an Invest.docx
Chapter 7Finding the Required Rate of Return for an Invest.docxChapter 7Finding the Required Rate of Return for an Invest.docx
Chapter 7Finding the Required Rate of Return for an Invest.docx
 
Equity final ppt 5
Equity final ppt 5Equity final ppt 5
Equity final ppt 5
 
Chapter#1
Chapter#1Chapter#1
Chapter#1
 
portfolio management
portfolio managementportfolio management
portfolio management
 
1.Investment Process.ppt
1.Investment Process.ppt1.Investment Process.ppt
1.Investment Process.ppt
 
Fundamentals of Investing[1]
Fundamentals of Investing[1]Fundamentals of Investing[1]
Fundamentals of Investing[1]
 
Securities analysis and portfolio management
Securities analysis and portfolio managementSecurities analysis and portfolio management
Securities analysis and portfolio management
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-income
 
ReturnsA return, also known as a financial return is the money m.docx
ReturnsA return, also known as a financial return is the money m.docxReturnsA return, also known as a financial return is the money m.docx
ReturnsA return, also known as a financial return is the money m.docx
 
Investment management
Investment managementInvestment management
Investment management
 
Your Financial Future June 2016
Your Financial Future June 2016Your Financial Future June 2016
Your Financial Future June 2016
 
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjjRitika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
Ritika Sonar IAPM.pdfgghjjjjvvghhhhhjjjjj
 
Chapter 7 Sukuk and Securitisation
Chapter 7   Sukuk and SecuritisationChapter 7   Sukuk and Securitisation
Chapter 7 Sukuk and Securitisation
 
ALTERNATIVE INVESTMENTS – INDIAN SCENARIO
ALTERNATIVE INVESTMENTS – INDIAN SCENARIOALTERNATIVE INVESTMENTS – INDIAN SCENARIO
ALTERNATIVE INVESTMENTS – INDIAN SCENARIO
 
Goldman Sachs’ Interview Tips New
Goldman Sachs’ Interview Tips NewGoldman Sachs’ Interview Tips New
Goldman Sachs’ Interview Tips New
 
Goldman Sachs Imterview Tips
Goldman Sachs Imterview TipsGoldman Sachs Imterview Tips
Goldman Sachs Imterview Tips
 
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptxSecurity-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
Security-Analysis-and-Portfolo-Management-Unit-1-Dr-Asma-Khan.pptx
 
ROUNDTABLE DEBATE
ROUNDTABLE DEBATEROUNDTABLE DEBATE
ROUNDTABLE DEBATE
 

More from gowravy1

What is a disadvantage associated with the participative style of le.pdf
What is a disadvantage associated with the participative style of le.pdfWhat is a disadvantage associated with the participative style of le.pdf
What is a disadvantage associated with the participative style of le.pdf
gowravy1
 
What is a good one or two sentence definition for this From stan.pdf
What is a good one or two sentence definition for this From stan.pdfWhat is a good one or two sentence definition for this From stan.pdf
What is a good one or two sentence definition for this From stan.pdf
gowravy1
 
What is a data communication switch that enables many computer termi.pdf
What is a data communication switch that enables many computer termi.pdfWhat is a data communication switch that enables many computer termi.pdf
What is a data communication switch that enables many computer termi.pdf
gowravy1
 
what is a currency board and how does it workSolutionTo synch.pdf
what is a currency board and how does it workSolutionTo synch.pdfwhat is a currency board and how does it workSolutionTo synch.pdf
what is a currency board and how does it workSolutionTo synch.pdf
gowravy1
 
What is a crtical review on Trends in racialethnic disparties in .pdf
What is a crtical review on Trends in racialethnic disparties in .pdfWhat is a crtical review on Trends in racialethnic disparties in .pdf
What is a crtical review on Trends in racialethnic disparties in .pdf
gowravy1
 
What is a contingency table Provide an example.Solution .pdf
What is a contingency table Provide an example.Solution        .pdfWhat is a contingency table Provide an example.Solution        .pdf
What is a contingency table Provide an example.Solution .pdf
gowravy1
 
What is a bond indenture What provisions are usually included in it.pdf
What is a bond indenture What provisions are usually included in it.pdfWhat is a bond indenture What provisions are usually included in it.pdf
What is a bond indenture What provisions are usually included in it.pdf
gowravy1
 
what is 11 34 divided by 2SolutionWe have to find the value o.pdf
what is 11 34 divided by 2SolutionWe have to find the value o.pdfwhat is 11 34 divided by 2SolutionWe have to find the value o.pdf
what is 11 34 divided by 2SolutionWe have to find the value o.pdf
gowravy1
 
What information is provided by the sign (+ or -) of the Pearson cor.pdf
What information is provided by the sign (+ or -) of the Pearson cor.pdfWhat information is provided by the sign (+ or -) of the Pearson cor.pdf
What information is provided by the sign (+ or -) of the Pearson cor.pdf
gowravy1
 
What if we had several different type of parts and we assigned numbe.pdf
What if we had several different type of parts and we assigned numbe.pdfWhat if we had several different type of parts and we assigned numbe.pdf
What if we had several different type of parts and we assigned numbe.pdf
gowravy1
 
What impact did monetary policy actions taken during the Great Reces.pdf
What impact did monetary policy actions taken during the Great Reces.pdfWhat impact did monetary policy actions taken during the Great Reces.pdf
What impact did monetary policy actions taken during the Great Reces.pdf
gowravy1
 
What form does the energy balnce take for an isolated systemSol.pdf
What form does the energy balnce take for an isolated systemSol.pdfWhat form does the energy balnce take for an isolated systemSol.pdf
What form does the energy balnce take for an isolated systemSol.pdf
gowravy1
 
What influence does web-based information have on global citizenship.pdf
What influence does web-based information have on global citizenship.pdfWhat influence does web-based information have on global citizenship.pdf
What influence does web-based information have on global citizenship.pdf
gowravy1
 
what happened to the United states in the 2008 financial Crisis exp.pdf
what happened to the United states in the 2008 financial Crisis exp.pdfwhat happened to the United states in the 2008 financial Crisis exp.pdf
what happened to the United states in the 2008 financial Crisis exp.pdf
gowravy1
 
what frequently makes the difference between profitable and unprofit.pdf
what frequently makes the difference between profitable and unprofit.pdfwhat frequently makes the difference between profitable and unprofit.pdf
what frequently makes the difference between profitable and unprofit.pdf
gowravy1
 
what features are present in New Amsterdam that identify it as a Dut.pdf
what features are present in New Amsterdam that identify it as a Dut.pdfwhat features are present in New Amsterdam that identify it as a Dut.pdf
what features are present in New Amsterdam that identify it as a Dut.pdf
gowravy1
 
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdfTwo common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
gowravy1
 
Two coins are tossed and the up faces of both coins are recorded. Li.pdf
Two coins are tossed and the up faces of both coins are recorded. Li.pdfTwo coins are tossed and the up faces of both coins are recorded. Li.pdf
Two coins are tossed and the up faces of both coins are recorded. Li.pdf
gowravy1
 
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdf
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdfTwo cards are drawn from a well shuffled deck of cards. Find the pro.pdf
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdf
gowravy1
 
Two cards are drawn without replacement from a well-shuffled deck. W.pdf
Two cards are drawn without replacement from a well-shuffled deck. W.pdfTwo cards are drawn without replacement from a well-shuffled deck. W.pdf
Two cards are drawn without replacement from a well-shuffled deck. W.pdf
gowravy1
 

More from gowravy1 (20)

What is a disadvantage associated with the participative style of le.pdf
What is a disadvantage associated with the participative style of le.pdfWhat is a disadvantage associated with the participative style of le.pdf
What is a disadvantage associated with the participative style of le.pdf
 
What is a good one or two sentence definition for this From stan.pdf
What is a good one or two sentence definition for this From stan.pdfWhat is a good one or two sentence definition for this From stan.pdf
What is a good one or two sentence definition for this From stan.pdf
 
What is a data communication switch that enables many computer termi.pdf
What is a data communication switch that enables many computer termi.pdfWhat is a data communication switch that enables many computer termi.pdf
What is a data communication switch that enables many computer termi.pdf
 
what is a currency board and how does it workSolutionTo synch.pdf
what is a currency board and how does it workSolutionTo synch.pdfwhat is a currency board and how does it workSolutionTo synch.pdf
what is a currency board and how does it workSolutionTo synch.pdf
 
What is a crtical review on Trends in racialethnic disparties in .pdf
What is a crtical review on Trends in racialethnic disparties in .pdfWhat is a crtical review on Trends in racialethnic disparties in .pdf
What is a crtical review on Trends in racialethnic disparties in .pdf
 
What is a contingency table Provide an example.Solution .pdf
What is a contingency table Provide an example.Solution        .pdfWhat is a contingency table Provide an example.Solution        .pdf
What is a contingency table Provide an example.Solution .pdf
 
What is a bond indenture What provisions are usually included in it.pdf
What is a bond indenture What provisions are usually included in it.pdfWhat is a bond indenture What provisions are usually included in it.pdf
What is a bond indenture What provisions are usually included in it.pdf
 
what is 11 34 divided by 2SolutionWe have to find the value o.pdf
what is 11 34 divided by 2SolutionWe have to find the value o.pdfwhat is 11 34 divided by 2SolutionWe have to find the value o.pdf
what is 11 34 divided by 2SolutionWe have to find the value o.pdf
 
What information is provided by the sign (+ or -) of the Pearson cor.pdf
What information is provided by the sign (+ or -) of the Pearson cor.pdfWhat information is provided by the sign (+ or -) of the Pearson cor.pdf
What information is provided by the sign (+ or -) of the Pearson cor.pdf
 
What if we had several different type of parts and we assigned numbe.pdf
What if we had several different type of parts and we assigned numbe.pdfWhat if we had several different type of parts and we assigned numbe.pdf
What if we had several different type of parts and we assigned numbe.pdf
 
What impact did monetary policy actions taken during the Great Reces.pdf
What impact did monetary policy actions taken during the Great Reces.pdfWhat impact did monetary policy actions taken during the Great Reces.pdf
What impact did monetary policy actions taken during the Great Reces.pdf
 
What form does the energy balnce take for an isolated systemSol.pdf
What form does the energy balnce take for an isolated systemSol.pdfWhat form does the energy balnce take for an isolated systemSol.pdf
What form does the energy balnce take for an isolated systemSol.pdf
 
What influence does web-based information have on global citizenship.pdf
What influence does web-based information have on global citizenship.pdfWhat influence does web-based information have on global citizenship.pdf
What influence does web-based information have on global citizenship.pdf
 
what happened to the United states in the 2008 financial Crisis exp.pdf
what happened to the United states in the 2008 financial Crisis exp.pdfwhat happened to the United states in the 2008 financial Crisis exp.pdf
what happened to the United states in the 2008 financial Crisis exp.pdf
 
what frequently makes the difference between profitable and unprofit.pdf
what frequently makes the difference between profitable and unprofit.pdfwhat frequently makes the difference between profitable and unprofit.pdf
what frequently makes the difference between profitable and unprofit.pdf
 
what features are present in New Amsterdam that identify it as a Dut.pdf
what features are present in New Amsterdam that identify it as a Dut.pdfwhat features are present in New Amsterdam that identify it as a Dut.pdf
what features are present in New Amsterdam that identify it as a Dut.pdf
 
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdfTwo common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
Two common drawbacks of Pigouvian subsidy mentioned in the literatur.pdf
 
Two coins are tossed and the up faces of both coins are recorded. Li.pdf
Two coins are tossed and the up faces of both coins are recorded. Li.pdfTwo coins are tossed and the up faces of both coins are recorded. Li.pdf
Two coins are tossed and the up faces of both coins are recorded. Li.pdf
 
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdf
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdfTwo cards are drawn from a well shuffled deck of cards. Find the pro.pdf
Two cards are drawn from a well shuffled deck of cards. Find the pro.pdf
 
Two cards are drawn without replacement from a well-shuffled deck. W.pdf
Two cards are drawn without replacement from a well-shuffled deck. W.pdfTwo cards are drawn without replacement from a well-shuffled deck. W.pdf
Two cards are drawn without replacement from a well-shuffled deck. W.pdf
 

Recently uploaded

Standardized tool for Intelligence test.
Standardized tool for Intelligence test.Standardized tool for Intelligence test.
Standardized tool for Intelligence test.
deepaannamalai16
 
skeleton System.pdf (skeleton system wow)
skeleton System.pdf (skeleton system wow)skeleton System.pdf (skeleton system wow)
skeleton System.pdf (skeleton system wow)
Mohammad Al-Dhahabi
 
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
andagarcia212
 
Educational Technology in the Health Sciences
Educational Technology in the Health SciencesEducational Technology in the Health Sciences
Educational Technology in the Health Sciences
Iris Thiele Isip-Tan
 
Simple-Present-Tense xxxxxxxxxxxxxxxxxxx
Simple-Present-Tense xxxxxxxxxxxxxxxxxxxSimple-Present-Tense xxxxxxxxxxxxxxxxxxx
Simple-Present-Tense xxxxxxxxxxxxxxxxxxx
RandolphRadicy
 
Bonku-Babus-Friend by Sathyajith Ray (9)
Bonku-Babus-Friend by Sathyajith Ray  (9)Bonku-Babus-Friend by Sathyajith Ray  (9)
Bonku-Babus-Friend by Sathyajith Ray (9)
nitinpv4ai
 
مصحف القراءات العشر أعد أحرف الخلاف سمير بسيوني.pdf
مصحف القراءات العشر   أعد أحرف الخلاف سمير بسيوني.pdfمصحف القراءات العشر   أعد أحرف الخلاف سمير بسيوني.pdf
مصحف القراءات العشر أعد أحرف الخلاف سمير بسيوني.pdf
سمير بسيوني
 
How to Download & Install Module From the Odoo App Store in Odoo 17
How to Download & Install Module From the Odoo App Store in Odoo 17How to Download & Install Module From the Odoo App Store in Odoo 17
How to Download & Install Module From the Odoo App Store in Odoo 17
Celine George
 
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
indexPub
 
220711130083 SUBHASHREE RAKSHIT Internet resources for social science
220711130083 SUBHASHREE RAKSHIT  Internet resources for social science220711130083 SUBHASHREE RAKSHIT  Internet resources for social science
220711130083 SUBHASHREE RAKSHIT Internet resources for social science
Kalna College
 
Skimbleshanks-The-Railway-Cat by T S Eliot
Skimbleshanks-The-Railway-Cat by T S EliotSkimbleshanks-The-Railway-Cat by T S Eliot
Skimbleshanks-The-Railway-Cat by T S Eliot
nitinpv4ai
 
How to Manage Reception Report in Odoo 17
How to Manage Reception Report in Odoo 17How to Manage Reception Report in Odoo 17
How to Manage Reception Report in Odoo 17
Celine George
 
Accounting for Restricted Grants When and How To Record Properly
Accounting for Restricted Grants  When and How To Record ProperlyAccounting for Restricted Grants  When and How To Record Properly
Accounting for Restricted Grants When and How To Record Properly
TechSoup
 
Diversity Quiz Prelims by Quiz Club, IIT Kanpur
Diversity Quiz Prelims by Quiz Club, IIT KanpurDiversity Quiz Prelims by Quiz Club, IIT Kanpur
Diversity Quiz Prelims by Quiz Club, IIT Kanpur
Quiz Club IIT Kanpur
 
CIS 4200-02 Group 1 Final Project Report (1).pdf
CIS 4200-02 Group 1 Final Project Report (1).pdfCIS 4200-02 Group 1 Final Project Report (1).pdf
CIS 4200-02 Group 1 Final Project Report (1).pdf
blueshagoo1
 
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptxCapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
CapitolTechU
 
Information and Communication Technology in Education
Information and Communication Technology in EducationInformation and Communication Technology in Education
Information and Communication Technology in Education
MJDuyan
 
Observational Learning
Observational Learning Observational Learning
Observational Learning
sanamushtaq922
 
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
Nguyen Thanh Tu Collection
 
HYPERTENSION - SLIDE SHARE PRESENTATION.
HYPERTENSION - SLIDE SHARE PRESENTATION.HYPERTENSION - SLIDE SHARE PRESENTATION.
HYPERTENSION - SLIDE SHARE PRESENTATION.
deepaannamalai16
 

Recently uploaded (20)

Standardized tool for Intelligence test.
Standardized tool for Intelligence test.Standardized tool for Intelligence test.
Standardized tool for Intelligence test.
 
skeleton System.pdf (skeleton system wow)
skeleton System.pdf (skeleton system wow)skeleton System.pdf (skeleton system wow)
skeleton System.pdf (skeleton system wow)
 
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
欧洲杯下注-欧洲杯下注押注官网-欧洲杯下注押注网站|【​网址​🎉ac44.net🎉​】
 
Educational Technology in the Health Sciences
Educational Technology in the Health SciencesEducational Technology in the Health Sciences
Educational Technology in the Health Sciences
 
Simple-Present-Tense xxxxxxxxxxxxxxxxxxx
Simple-Present-Tense xxxxxxxxxxxxxxxxxxxSimple-Present-Tense xxxxxxxxxxxxxxxxxxx
Simple-Present-Tense xxxxxxxxxxxxxxxxxxx
 
Bonku-Babus-Friend by Sathyajith Ray (9)
Bonku-Babus-Friend by Sathyajith Ray  (9)Bonku-Babus-Friend by Sathyajith Ray  (9)
Bonku-Babus-Friend by Sathyajith Ray (9)
 
مصحف القراءات العشر أعد أحرف الخلاف سمير بسيوني.pdf
مصحف القراءات العشر   أعد أحرف الخلاف سمير بسيوني.pdfمصحف القراءات العشر   أعد أحرف الخلاف سمير بسيوني.pdf
مصحف القراءات العشر أعد أحرف الخلاف سمير بسيوني.pdf
 
How to Download & Install Module From the Odoo App Store in Odoo 17
How to Download & Install Module From the Odoo App Store in Odoo 17How to Download & Install Module From the Odoo App Store in Odoo 17
How to Download & Install Module From the Odoo App Store in Odoo 17
 
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
 
220711130083 SUBHASHREE RAKSHIT Internet resources for social science
220711130083 SUBHASHREE RAKSHIT  Internet resources for social science220711130083 SUBHASHREE RAKSHIT  Internet resources for social science
220711130083 SUBHASHREE RAKSHIT Internet resources for social science
 
Skimbleshanks-The-Railway-Cat by T S Eliot
Skimbleshanks-The-Railway-Cat by T S EliotSkimbleshanks-The-Railway-Cat by T S Eliot
Skimbleshanks-The-Railway-Cat by T S Eliot
 
How to Manage Reception Report in Odoo 17
How to Manage Reception Report in Odoo 17How to Manage Reception Report in Odoo 17
How to Manage Reception Report in Odoo 17
 
Accounting for Restricted Grants When and How To Record Properly
Accounting for Restricted Grants  When and How To Record ProperlyAccounting for Restricted Grants  When and How To Record Properly
Accounting for Restricted Grants When and How To Record Properly
 
Diversity Quiz Prelims by Quiz Club, IIT Kanpur
Diversity Quiz Prelims by Quiz Club, IIT KanpurDiversity Quiz Prelims by Quiz Club, IIT Kanpur
Diversity Quiz Prelims by Quiz Club, IIT Kanpur
 
CIS 4200-02 Group 1 Final Project Report (1).pdf
CIS 4200-02 Group 1 Final Project Report (1).pdfCIS 4200-02 Group 1 Final Project Report (1).pdf
CIS 4200-02 Group 1 Final Project Report (1).pdf
 
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptxCapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
CapTechTalks Webinar Slides June 2024 Donovan Wright.pptx
 
Information and Communication Technology in Education
Information and Communication Technology in EducationInformation and Communication Technology in Education
Information and Communication Technology in Education
 
Observational Learning
Observational Learning Observational Learning
Observational Learning
 
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 8 - CẢ NĂM - FRIENDS PLUS - NĂM HỌC 2023-2024 (B...
 
HYPERTENSION - SLIDE SHARE PRESENTATION.
HYPERTENSION - SLIDE SHARE PRESENTATION.HYPERTENSION - SLIDE SHARE PRESENTATION.
HYPERTENSION - SLIDE SHARE PRESENTATION.
 

What factors should you consider in reviewing your assets What dete.pdf

  • 1. What factors should you consider in reviewing your assets? What determines the suitability of those assets for retirement? Solution While reviewing assets like cash savings, investments in equity and mutual funds, properties etc. the following factors should be considered - (i) what is the investment goal? As per financial prudence, the farther a person is from his or her investment goal, the higher is the quantum of risk that should be taken. (ii) is your assets as per your risk tolerence? If you have a lower risk tolerence, your assets should comprise mostly of bank savings, fixed deposits and immovable properties. If your risk tolerence is high, your assets should comprise mostly of equity investments with lower exposure to fixed deposits and other less risky assets. In order to determine the suitability of those assets for retirement, the assets should have the following criteria: (a) the asset should be capable of producing a regular and recurring income. For instance one of your assets is a residential appartment, that you are planning to give on rent. This will provide you with regular and recurring income in the form of rental income. (b) the assets should be liquid. Assets during retirement should be such that can be converted into cash easily and assets with greater lock in period, that will be monitized after a long time, is not suitable at the time of retirement.