1 / 5

How right ratio of debt and equity will make the portfolio better?

Asset allocation is the right stair of profits. But how to do asset allocation, and what type of asset should be allocated to the investor, they often do not know the investor. Also, you must have heard that according to the age, you should make changes to your investment portfolio or asset allocation so that your profits are safe, Your Money Money will focus on these nittyies today, where we are available to accompany us, Bajaj Capital's Head of Investment Advisory And Senior Vice President Alok Agarwal.

kritikasingh
Download Presentation

How right ratio of debt and equity will make the portfolio better?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. TradeIndia Research EQUITY SERVICES EQUITY SERVICES DERIVATIVE SERVICES DERIVATIVE SERVICES INDEX SERVICES INDEX SERVICES MCX SERVICES MCX SERVICES NCDEX SERVICES NCDEX SERVICES CURRENCY SERVICES CURRENCY SERVICES CUSTOMIZED SERVICES CUSTOMIZED SERVICES www.tradeindiaresearch.com

  2. Market Expert Suggestion The right ratio of debt and equity will make the portfolio better Asset allocation is the right stair of profits. But how to do asset allocation, and what type of asset should be allocated to the investor, they often do not know the investor. Also, you must have heard that according to the age, you should make changes to your investment portfolio or asset allocation so that your profits are safe, Your Money Money will focus on these nittyies today, where we are available to accompany us, Bajaj Capital's Head of Investment Advisory And Senior Vice President Alok Agarwal.

  3. Question: UTI Credit Risk is investing 25 lakhs. Continue investing in the fund? Alok Aggarwal: There has been poor performance in the debt market over the past few days. The reason for this is multi credit rating and defaulters. So focus on the corporate bond segment. Invest in more than 80 percent of AAA rated bonds. You can also invest in UTI Corporate Bond. On exit from the fund, STCG will take place.

  4. Question Question: I am 31 years old and monthly income is Rs. 31000 For the education of the son, 25 lakh rupees in 12 years and 14 lakh rupees for the daughter's education need 25 lakh rupees. Also, for the marriage of the two children, there is a plan to raise 80 lakh rupees after 18-20 years for which i invested Rs 2,500 in Axis Bluechip, 5,000 rupees in Kotak Standard Multicap, Rs 2,500 in Motilal Oswal Multicap, 2,500 in HDFC Mid-Cap Opp RS and SBI are investing Rs 2,500 in Smallcap. Also, 30 years after retirement, Rs 3 crore is required. Look at Sukanya Yojana, ICICI Pru Short Term, PPF Portfolio, Do I Need to Enhance SIP Annually? Continue to invest in debt funds How much investment should be in debt and equity?

  5. Alok Agarwal: Continue investing in the portfolio. Invest in equity for a long time. 100% equity exposure is okay. You need to increase SIP with 12 percent CAGR. Your current SIP is Rs 15,000 and in such a way, to complete the goal 100 per cent increase. Continue investing in SSY, FD, PPF and ICICI Pru Continue investing in Short Term. Invest in equities for higher returns and increase the share of equity in the portfolio. Can invest in debt from equity. The ups and downs in equity do not affect the corpus. We advises users to check with certified Free Stock Tips providers before taking any investment decisions.

More Related