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Ultimate mantra - proactivity, erudition & disciplined asset allocationL Sridharan, Ultimate Wealth Managers, Bangalore

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Key Take-Aways
  • More important than product selection is asset allocation and quarterly review of re-balancing as that's where the alpha is generated.

  • Asset allocation and quarterly review is relevant for all investors including affluent investors.

  • Redeem based on 3 factors. Do you need liquidity? Is your core objective reached? If the fund is not meeting your expectations and there are other emerging funds.

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