Align your investments with your risk profile
With the changes in performance of Mutual Fund schemes, it is equally important to stay updated and align your portfolio with the best schemes to match your goals.
We timely inform you, how to replace your old/existing funds with new performing funds.It keeps your investments in sync with our Mutual Fund selection strategy thereby maximising your chances of achieving the market-beating returns that the strategy generates.
Getting the right asset allocation through out...
say after initial risk profiling, you invest according to 65:35 in Equity and Debt . Since the markets are volatile and the Equity and Debt grow with different retes, a few years later your asset allocation is 85:15 due to change in market scenario.
Since your risk has increased due to increase in equity, we re-align your investments to original 65:35 to keep your risk the same as it was. Thus keeping your portfolio