Reduce risk on client's portfolio

Reduce the overall risk on the client's portfolio. They talk returns but they want safety first. Rather than equity heavy portfolio, consider a lot of balanced funds and asset allocation funds. These funds may give a bit lower returns during a market rally but clients won't panic as much during market crashes. Avoid sector funds and reduce small caps. Use mostly large-cap and multi-cap funds for pure equity exposure. Have limited exposure to midcap funds and small-cap funds.

Anirudh Kashyap
anirudhkashyap93@gmail.com
Ac euismod ipsum lorem enim aenean iaculis nisl vulputate. Eget volutpat venenatis etiam ullamcorper est gravida tortor justo. Posuere ut volutpat dui diam, purus. Massa pellentesque quam nunc, accumsan, amet tellus.

Leave a Reply