Portfolio Rebalancing: What are the most effective strategies for managing risk? | Mint

Portfolio Rebalancing: What are the most effective strategies for managing risk? | Mint

Source: Live Mint Portfolio rebalancing is a crucial investment strategy that helps investors maintain their desired asset allocation over time. It involves adjusting the holdings in your portfolio by buying or selling assets to return to the original target allocations. This process plays a key role in managing risk, improving returns, and ensuring that a…

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Have debt in your portfolio? Consider these tax-efficient alternates.

Have debt in your portfolio? Consider these tax-efficient alternates.

Source: Live Mint The investment world rarely stands still. For instance, because of the taxation reforms, the once-reliable compass of debt mutual funds now points to uncertain territory, leaving high-net-worth individuals (HNIs) scrambling to rethink their investment strategies. The question now isn’t whether to adapt but how to do so effectively. This requires a thoughtful…

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Portfolio Management Services: From benefits to types; all you need to know | Mint

Portfolio Management Services: From benefits to types; all you need to know | Mint

Source: Live Mint In an increasingly complex financial landscape, investors are constantly seeking effective ways to manage their wealth. Portfolio Management Services (PMS) have emerged as a popular investment option in India, offering tailored solutions to meet individual financial goals. PMS allows investors to leverage professional expertise to maximise returns while minimising risks. Let’s explore…

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