Execution

“Without a strategy, execution is aimless and without an execution strategy is useless” – Morris Chang

Similarly, in Financial Planning execution has a very vital role. Being a very lengthy and complex process, it demands patience and a right set of skills to achieve the desired results. With the expertise and experience of the team Arhaum Enterprises(Indian Wealth Management), we provide the best execution strategy to our clients and ensure the timely returns for their future.

One of the few things that differentiates Arhaum Enterprises(Indian Wealth Management) from others is our Investment strategy and monitoring plans.

Investment Allocation Strategy

Following are some of the critical aspects of our investment allocation strategy

• Understanding of the Risk Appetite, Time Horizon and expected Returns of Investment
• Preparation of a model portfolio after in-depth analysis of products and schemes of various asset class
• Selection of the right investment options in each asset class
• Disciplined follow up throughout the goal time horizon
• Paper work, Documentation, KYC and other submissions at to various fund house
• Periodical update on your portfolio

Periodic Monitoring and Re-balancing

Returns on different asset classes in your investment portfolio usually vary over time and alter their proportions. Re-balancing is the discipline of reverting your asset allocation to your original allocation.

Choose an asset allocation that aligns with your long-term objectives, time horizon and risk tolerance. As your objectives and risk tolerance change, make alterations to your allocation and continue to re-balance to keep the strategy in control.