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DHM Finserv has a revenue-sharing arrangement with Sebi registered Aakash Jajoo for stock reports , However, the recommendations provided in this report are independent and unbiased. The Research Analyst does not hold any financial interest in DHM finserv or its affiliates, apart from the revenue-sharing agreement. Investors should perform their due diligence before acting on any recommendations.
The views expressed are solely those of Sebi Registered RA Mr. Aakash Jajoo and are for informational purposes only.
March 01, 2024- Perpetual
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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.