Investment Assessment

Everyone wants the highest possible return, but simply choosing the asset with the highest ‘Potential’ isn’t the answer. The crashes of 1929, 1981, 1987 and the most recent declines of 2000, 2008, 2020 are examples of times when investing in only stocks with the highest potential return was not the most prudent plan of action. Hence, at SAFEinvest, we go for periodic review through our portfolio assessment module wherein our core focus is to manage Asset Allocation & to generate Risk-adjusted return of the portfolio.

Asset Allocation

Asset allocation is the single most important determinant of a person's wealth in the long run. An appropriate asset allocation hence is very critical to be decided and followed. Consider the following facts:

Determinants of Portfolio Performance in long run:

2% - Market Timing

6% - Security Selection

Fixed Income Products

92% - Asset Allocation

* Research Paper "Determinants of Portfolio Performance" in Financial Analyst Journal, 1986 by Brinson, Hood, and Beebower

What our Investment Portfolio Assessment Includes?

  • Net Asset Report
  • Current Asset Allocation, Equity & Debt. What is decided and what is actual
  • Equity & Debt Micro Review with AMC Exposure & Type of Equity Scheme
  • Performance & Observation on existing investment
  • Recommendations & Actions to be taken

For Your Existing Portfolio Review, Contact Our Relationship Manager