From
Research Desk
VALUE PLUS - The Family Office
KNOWLEDGE PLUS
For Wealth Plus
31st August - 2013
Hot Topic of the Week
GOAL BASED ASSET ALLOCATION
Knowledge Plus for Wealth +
Last week at the Financial Markets!!!
• SENSEX rose by 650 points (3.49%) and closed to 19270 at end of the
week.
• (FIIs)...
Last week at the Financial Markets!!!
Knowledge Plus for Wealth +
Price Performance of Different Asset Class
-1.00%
-0.50%...
Next Week in the Financial Markets...?
Knowledge Plus for Wealth +
• IIP (Index of industrial production) numbers and CPI ...
Hot Topic of the Week
GOAL BASED ASSET ALLOCATION
Knowledge Plus for Wealth +
Asset Allocation
• An investment strategy that aims to balance risk and reward by apportioning a
portfolio's assets consid...
Goal Based Asset Allocation- Introduction
• Traditionally, investments were done with a view to earn maximum returns on
th...
Goal Based Asset Allocation- Parameters
1. Type of the goal
2. Time horizon of each goal
3. Priority of the goal
4. Risk A...
Case Study 1: Priority & Time Horizon
Goals of Mr. A
Priority
Low
High
Short Term Long Term
International Tour Next Year
U...
Asset Allocation for Mr. A
Knowledge Plus for Wealth +
• High Priority: Short Term
• Low Risk
• Low Priority: Long Term
• ...
Knowledge Plus for Wealth +
Research Desk
@
VALUE PLUS - The Family Office
Office: (0265 -2324600,6629800)
Email: info@val...
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Knowledge plus series i 070913

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"Knowledge Plus for Wealth + " will give you the overview of the recent happenings in the financial market.
It is not only enough to have a portfolio, but it is equally important to have a right asset allocation within the portfolio based on your financial goals to ensure that none of your goals remains unachieved.

In this issue, we will cover:

- Latest Happenings in the Financial Markets
- Introduction To Goal Based Asset Allocation
- Parameters to be Considered in Goal Based Asset Allocation
- Case Study – Right Way of Having Goal Based Asset Allocation

Kindly Download the details from following Link :

http://www.youtube.com/watch?v=zWyl_GmoWFU&feature=youtu.be

Kindly share your valuable feedback at info@valueplusinv.com to help us serve you better.

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  • Core Industry The combined index of eight core industries, viz, crude oil, petroleum refinery products, natural gas, fertilisers, coal, electricity, cement and finished steel, having weightage of 37.9% in the overall Index of Industrial Production (IIP)
  • Knowledge plus series i 070913

    1. 1. From Research Desk VALUE PLUS - The Family Office KNOWLEDGE PLUS For Wealth Plus 31st August - 2013
    2. 2. Hot Topic of the Week GOAL BASED ASSET ALLOCATION Knowledge Plus for Wealth +
    3. 3. Last week at the Financial Markets!!! • SENSEX rose by 650 points (3.49%) and closed to 19270 at end of the week. • (FIIs) remained net buyer in equity and debt segment with net inflow of Rs. 882 crore and Rs. 1689 crore respectively. Knowledge Plus for Wealth + News Impact • Core Sector grows at four month high of 3.1% in July • Having weight age of 37.9% in the overall IIP, Positive IIP growth can be expected. • Indian services PMI fell further to 47.6 in August • GDP may reduce further as service sector has 60% contribution to GDP • Rating agency may downgrade Indian economy • FII outflows may start.
    4. 4. Last week at the Financial Markets!!! Knowledge Plus for Wealth + Price Performance of Different Asset Class -1.00% -0.50% 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% Sensex Crude $/bbl Silver $/t oz Copper $/MT Dow Jones EURUSD Gold USDINR 3.49% 2.68% 1.62% 0.85% 0.76% -0.33% -0.69% -0.70%
    5. 5. Next Week in the Financial Markets...? Knowledge Plus for Wealth + • IIP (Index of industrial production) numbers and CPI (inflation) data for the month of July, will be released on 12th September 2013 • Price hike in petroleum products like diesel, kerosene, and LPG.
    6. 6. Hot Topic of the Week GOAL BASED ASSET ALLOCATION Knowledge Plus for Wealth +
    7. 7. Asset Allocation • An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets considering various factors like: » Asset class » Goals Based » Country/Economic diversification » Risk Profile » Age • Thus the major objective of ‘Asset Allocation’ is diversification of risk to maximize the returns. Knowledge Plus for Wealth +
    8. 8. Goal Based Asset Allocation- Introduction • Traditionally, investments were done with a view to earn maximum returns on the portfolios. • While this approach has proven to be very effective in helping to maximize the risk-return relationship of a portfolio, it can make it challenging for investors to measure how well they’re doing toward achieving specific goals. • With goal based investing, the focus of the investment approach is on funding the personal financial goals. • Here current asset allocation is evaluated against client’s goals . Also investment horizon(s) and the willingness to take risk are accounted for in the process. • The objective is to maximize the probability of reaching the objectives whilst minimizing downside risk. Knowledge Plus for Wealth +
    9. 9. Goal Based Asset Allocation- Parameters 1. Type of the goal 2. Time horizon of each goal 3. Priority of the goal 4. Risk Appetite. Knowledge Plus for Wealth +
    10. 10. Case Study 1: Priority & Time Horizon Goals of Mr. A Priority Low High Short Term Long Term International Tour Next Year University Fees of Mr. A’s Child after 2 years Comfortable Retirement after 20 years (Living Expenses to keep pace with inflation Buy a Villa Abroad after 20 Years Time Horizon Knowledge Plus for Wealth +
    11. 11. Asset Allocation for Mr. A Knowledge Plus for Wealth + • High Priority: Short Term • Low Risk • Low Priority: Long Term • High Risk • High Priority: Long Term • Moderate Risk • Low Priority: Short Term • Moderate Risk International Tour Comfortable Retirement University Fees Buying Villa
    12. 12. Knowledge Plus for Wealth + Research Desk @ VALUE PLUS - The Family Office Office: (0265 -2324600,6629800) Email: info@valueplusinv.com Website: www.valueplusinv.com

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