INVESTMENT PORTFOLIO

INVESTMENT PORTFOLIO

INVESTMENT OBJECTIVE
The investment objective of this portfolio is to capture the majority of the equity market higher returns, while at the same time also minimizing risk across diversified investment sectors. Historically, equity investments have produced higher rate of return as compared to fixed income investments. However while providing better return, equity investments have more exposure to greater fluctuations in value & volatility over time. Hence we allocate a small portion to fixed income securities. It is made to serve investors who are looking out for Medium to long term growth of capital; current income is of secondary importance.

This portfolio is formulated for a less risk inverse investor whose objective is to earn considerably high return at the price of increased risk exposure over medium to long term. The investment approach is to identify companies with decent financial health and good earnings which sell at an attractive value. This co...