If you are looking for capital appreciation you may

– If you are looking for capital appreciation , you may select an
instrument that aims to provide capital growth over the long term.
In this case, a suitable option can be an equity fund .

STEP ONE: DETERMINE YOUR
INVESTMENT PROFILE
Liquidity
Liquidity refers to the ability to quickly convert an asset or
security or an investment into cash at the marketplace,
without significantly affecting it’s price.
Real Estate, Commodities, etc are usually considered illiquid
investments, while cash at bank or with mutual funds, etc
are generally considered to be fairly liquid.

STEP ONE: DETERMINE YOUR INVESTMENT PROFILE
Risk
Risk and reward is the classic investor’s balancing act. It is wise to start your
investment journey carefully in order to properly assess your tolerance.
Your risk tolerance level is a key element to defining your investor profile. If
your objectives consist of earning regular income and preserving your capital
and high returns are not your priority, a portfolio of low-risk investments that
provide stability may be the perfect solution for you.
If, however, you are building a retirement nest and investing over the long
term, you may want to increase the risk level of your portfolio to boost its
growth potential.
The higher the risk you take, the higher returns you could potentially receive,
but the more chance you have of your investments losing value, fluctuating in
value, or failing entirely.
With a low-risk investment, you generally know the range of return you will
receive right up front but compared to riskier investments, like equities, the
return is not very high. The risks come in two types:
Volatility: The possibility that the value of your investment will fluctuate in
either direction.

STEP ONE: DETERMINE YOUR
INVESTMENT PROFILE
Current Level Of Wealth
Your current level of wealth helps you determine the level of
risk you can tolerate in your investment portfolio. Investors
whose investment portfolios are a small part of their entire
wealth are in a better position to tolerate fluctuations in the
value of their portfolios.
Knowing the answers to these questions forms the basis of
your investment plan and will help you decide which
investments and Funds are likely to give you the type of
returns you are looking for.

STEP TWO: CHOOSING THE RIGHT INVESTMENT
Financial Goals Come In All Varieties. So Do Our
Solutions.
Investment planning is the most reliable way to build and
manage an investment portfolio to achieve that successful
financial future you envision. That is why we work closely
with you to understand your needs and suggest investment
solutions that will take you a step closer to your dreams.

STEP TWO: CHOOSING THE RIGHT INVESTMENT
Solutions That Fit Your Needs
Various Investment Funds and products are available for the
clients to achieve their investment goals.