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How can we approach Asset Allocation?

Bharat Phatak
Owner, Wealth Managers
September 20, 2019

Reading Time: 2 minutes It is as important to explain the thought behind the asset allocation of a portfolio to your client as it is to have a good one in place. This dialogue needs to be in a language that is easy and relatable for the client. Sometimes a conventional allocation mix might not be the best idea owing to various reasons. Explaining these to your client is an essential step towards financial counselling, which must go hand in hand with financial planning. This week, we have Mr. Bharat Phatak explain a dual approach towards asset allocation which is sure to aid you in your conversation with your clients. Read on and share your thoughts on asset allocation and the need to discuss the same with the clients.

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