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The names and characters in this story are fictional and used for illustrative purposes only. Any resemblance to actual persons, living or deceased, is purely coincidental. Investments in mutual funds, equities, AIFs, and bonds are subject to market risks. Please consult a financial advisor before making investment decisions.
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© DHM Finserv
DHM Finserv is a brand name used for financial distribution and related services. All products and services including Mutual Funds, Insurance, Equities, AIFs, PMS, NPS, and Fixed Deposits are offered through the individual licenses and registrations of Mr. Harshit Zaveri and others, who is duly registered with relevant regulatory authorities such as AMFI (ARN-317068), IRDAI (11618388), Aakash Jajoo SEBI Code (INH000015312), and Harshit Zaveri AP Code : NSE Cash Segment: AP1675072841, NSE F&O Segment: AP1675072841, BSE Cash Segment: AP01027501170395, UTIPFL NPS Distributor Code – UTIPFLPA1906 (Harshit Zaveri). Tata AIA Insurance – Agency Code 9514174 (Harshit Zaveri).
DHM Finserv is not a SEBI/IRDAI/PFRDA registered entity. Investors are advised to read all scheme-related documents and disclosures carefully before investing. Mutual Fund investments are subject to market risks. Insurance is subject to terms and conditions of the insurer. No guaranteed returns are promised under any product.
You are an investor who is comfortable with a high volatility and high level of risk in order to achieve relatively higher returns over long term. Your objective is to accumulate assets over long term by primarily investing in growth assets. As an aggressive investor, you might expect your portfolio to be allocated up to 75% in growth assets and an allocation to gold.
You are an investor who would like to invest in both income and growth assets. You will be comfortable with calculated risks to achieve good returns, however, you require an investment strategy that adequately deals with the effects of inflation and tax. As a moderate investor, you might expect your portfolio to be allocated
approximately 45% in growth assets, with the remainder in defensive assets and an allocation to gold.
You are an investor who has expectations of low to moderate kind of returns with lower levels of risk in order to preserve your capital. As a conservative investor, you might expect your portfolio to be allocated approximately 15% in growth assets, with the remainder in defensive assets and an allocation to gold.
