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Responsible investing requires long periods of inactionValmiki Khatri, Krushna Finance, Mumbai

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Key Take-Aways
  • For customers above 45, risk management through careful asset allocation is important to maintain the corpus.

  • As they age, investors and advisors need to check whether to move some portion away from equities into other assets.

  • Assessing the risk ability of the investor is key. For conservative investors, it is better to cap limit on equity exposure. Sticking to the standard buckets of risk appetite can help advisors manage clients better.

  • Existing portfolio and circumstances need to be included in discussions with the advisor to assess risk before investing.

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Comments Posted
Rajkumar sharma ARN NO :46736 SAMBALPUR, 28 Feb 2019

Good evening

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