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Investment
Advisory and Portfolio Management Services by Abhipra . . .
Investment Planning
On the basis of different type of investors, their expected return
and risk taking capacity, we can classify them into three types
of investment portfolios.
Ideal investment amount in all the categories of portfolios:
Rs. 10 lacs or more. Maximum time required
for investing: One month.
Conservative Portfolio
This portfolio is specially designed for investors opting VRS from
different institutions. It is suitable for investors looking for
regular return and safety of their investment.
- Average time frame of conservative portfolio ( 1-3 yrs).
- Liquidity available after one year: 30%
- Average expected return (08-09 % per annum. (Tax Free))
Moderate Portfolio
Investor seeking income, moderate growth and stability with moderate
risk
- Average time frame of moderate portfolio ( 2-3
yrs).
- Liquidity available after one year: 25%
- Average return potential ( 09-10% per annum. (Tax Free))
Aggressive Portfolio
Investor looking for Long term Capital appreciation. Investor will
have to take slightly risk for maximum return.
- Average time frame of aggressive portfolio
( 3-5 yrs.)
- Liquidity available after one year: 20%
- Average expected return ( 15-17% per annum. (Tax Free)) |
SEBI
