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Journey from 5% to 50% wallet shareHarshit Vishkarma, Wealth Wisdom, Jaipur

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Key Take-Aways
  • More than returns, people are more concerned with volatility. Despite lower returns, people continue to like fixed deposits and real estate because they are comfortable with lower volatility levels.

  • Controling volatility through asset allocation and fund selection is the role of the advisor. When it comes to fund selection, pay attention to the fund manager.

  • Review regularly with the advisor to see if the asset allocation within the portfolio is going on the same line or if there is a mismatch.

  • Stick to your asset allocation; Continue putting in money as per the plan; Don't overlay your fears on to the market.

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Jitendra Houzwala ARN NO :94312Jitendra Aurangabad , 13 Oct 2018

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