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CFA's RRLLTTU framework guides our product selectionUday Dhoot, Oye Paisa, Bangalore

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Key Take-Aways
  • R risk R return L liquidity L legally right T time horizon T taxation U unique circumstances

  • For HNIs, goal based investment may not be useful as they already have wealth. Making money vs preserving wealth are two separate strategies. Decide on which is more relevant for you.

  • Limit fancy products to 10-15% of the portfolio. Having a sandbox approach will help protect the capital and give you time to evaluate if these new ideas work.

  • 80-85% of products have given similar returns over long periods of time. So keep investing simple and you don't need to get into fancy, complex products for a large portion of your portfolio.

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