Most of us approach investment planning in a very adhoc while most of us set aside a part of our income towards savings we do not spend time to understand the suitablitly of the product for us in terms of risk and time horizon. Further we do not have investment mapped to our goals or an asset allocation plan. Given this needless to say we rarely review our investments leave alone rebalance them.
At Finwise we understand your goals, your preference for different asset classes, risk tolerance, time horizon and chalk out a plan to help you achieve the goals. We have clear cut asset allocation strategies and review it on a bi annual basis and rebalance to ensure the asset allocations decided up remains intact. This brings in a lot of discipline to our finance and gives clarity as to how we are progressing.