While making a long-term Wealth Management plan it is very important to understand
 Your profile as an investor
Your tolerance for risk
Wealth Management Planner helps you to design a Wealth Management plan that provides
the best solution for your long term financial goals.
Use this Unique Wealth Management Planner to calculate
your insurance needs & asset allocation based on your personal & financial
details and risk tolerance. |
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The Wealth Management Planner has two aspects
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To determine your Insurance needs considering your basic details like age, lifestyle
and financial commitments. |
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To determine your Asset Allocation for investment decision. |
Risk profiling
Risk Profiler is used to assess your risk appetite which is critical in planning
your asset allocation across asset classes such as Equity, Debt, Cash etc.
Risk Profiling combines two key areas:
1) Estimating financial risk-taking capacity based on your personal & financial
details.
2) Understanding your risk tolerance level.
Asset Allocation
Asset allocation refers to the process of allocating your investments between different
asset classes. Asset allocations is based on your `Risk Profiling'.
The goal of asset allocation is to create an optimum mix of asset classes that have
the potential to appreciate while meeting your risk tolerance level and financial
goals.
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Following are our offerings which take care of your Wealth
Management Plan |
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Disclaimer:
Angel Broking shall not be liable for any losses or damages which may be caused,
in case of any financial decision taken by the participant on the basis the output
received by the tools. Angel Broking makes no guarantee, representation or warranty
and accepts no responsibility or liability as to its accuracy or completeness and
shall not be liable for damages arising out of any person’s reliance upon this information.
Opinions expressed herein do not have regards to specific investment objective,
financial situation and the particular needs of any specific persons who may participate
in the calculations. Angel Broking or any associated companies or any employee thereof
is not liable for any consequences arising out of financial decisions taken based
on this or any other financial tool used in this website.
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