Wednesday, February 16, 2011

Asset Allocation Information

Asset Allocation is the most important factor in financial planning to achieve the desired financial goal.

 

The following table will help you to choose the desired asset allocation pattern based on your risk taking capacity

 

  

Risk Taking Capacity ↓

Asset Allocation→

 

Direct Equity

Equity Mutual Fund

Debt

Gold

Real Estate

Low

0%

10%

80%

10%

0%

Moderate

10%

30%

50%

10%

0%

High

15%

45%

30%

5%

5%

Extremely High

30%

55%

0%

0%

15%

 

 

I trust the above information will be useful in your financial planning



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