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Welcome friends. We all have dreams and aspirations. Things that make us happy like holidaying with family or achieving financial goals, like our children's further education in a foreign land. But, some of us are busy living our lives and realise that we haven't planned financially for our goals when it's too late.

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What is Asset Allocation?

Financial assets vary from each other in terms of returns as they are subject to prevailing market conditions & investor risk bearing capacity. In order to strike a balance between risks & returns, a portfolio manager adjusts the percentage of an amount invested in an asset in accordance to the goals, investment time & risk tolerance of the investor.

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