Sample Asset Allocation |
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We approach Asset Allocation taking into consideration multiple factors before deciding on the optimal mix of assets for each individual. |
These factors include:
- Family circumstances and dynamics
- Age of each family member
- Risk appetite (ability to withstand temporary mark-downs)
- Cash flows from operating business
- Overall quantum of assets
- Investment time horizon
- Requirement of annual income
- Balance between liquid/illiquid assets
- Expectation of return
We consider each of these factors when determining allocations for each individual |
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