The word ‘Equity’ is closely associated with ‘Risk’ and it is rightly so. However, as a part of Asset Allocation and Portfolio Diversification, it is important to have Equity component in the portfolio subject to your risk taking ability. Assessing once risk taking ability is a process in itself, you can connect to us for the same.

Benefits of having ‘Equity’ in a portfolio:

• Helps in beating inflation
• Assists in portfolio diversification
• Excellent Return on Investment in the Long-Term
• Regular Income by way of “Dividends”

Methods of Investing in Indian Equity Market:

• Direct Equity – Shares
• Mutual Funds
• Portfolio Management Services

You need to keep the following in mind while investing in Equity:

• Have an investment plan
• Make a thorough analysis
• Follow proper money management techniques
• Hedge portfolio wherever necessary
• Monitor portfolio at ‘frequent’ intervals
• Rebalance entire portfolio to maintain ‘desired’ Asset Allocation
• Don’t shy away from reaching out to professionals and experts for assistance/guidance

For further assistance, seek an appointment or reach out to us on details under contact.