Your investment plans must be based on various insights. The main source for these insights will be from your risk profile and the understanding of which asset classes meet your return expectations. At this point, it is important to understand that different products play different roles in portfolio construction. If returns are one side of the story, risks are the other. Balancing these is the key to a customized investor portfolio.
The risks assumed in investments are dependent on your preferences and the returns calculated on your expectations. Given these factors, portfolios should be constructed such that they have the dynamism required to adapt to your profile and any changes to the same. Much like the juggler, different asset classes and products will be handled to create a well orchestrated portfolio that meets your needs at different points in time.
Your profile as an investor helps in the selection of combination of the asset classes required to invest keeping in mind your risk capacity and return potential.
Ashish Khetan Head Banking Channel –Wealth Management Services
Jaideep Hansraj Head Wealth Management and Priority Banking
Oisharya Das National Head – Wealth Management
Rajesh Iyer Head – Investment Advisory Services and Family Office
Samira Bhargava Head South India – Wealth Management Services
Srikanth Subramanian Head North India – Wealth Management Services