Portfolio Investment Balanced Solutions for Long-Term Capital Growth - PowerPoint PPT Presentation

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Portfolio Investment Balanced Solutions for Long-Term Capital Growth

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Are you looking forward to invest in mutual funds but not sure of which one to opt for? You have already made some investment, or shortlisted a few, but once again the longer-run benefits from these funds you aren’t sure of? By selecting the balanced solutions you can handle the moderate risk factors. – PowerPoint PPT presentation

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Title: Portfolio Investment Balanced Solutions for Long-Term Capital Growth


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  • Are you looking forward to investing in mutual
    funds but not sure of which one to go ahead with?
    You have already made some investment, or
    shortlisted a few, but once again the longer-run
    benefits from these funds you arent sure of? 
  • These are some of the most prominent questions
    which bug the investors as they are unable to
    make the right decision and the basis of choices
    they have already seen or experienced in the
    past. 
  • Therefore, the balanced solutions for gaining the
    long term capital growth are mandatory for you.
    Lets dig out the information about the balanced
    solutions and how they can help you to get the
    most out of your investment.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
3
  • You should know that there are multiple options
    to put together a portfolio, and that varies from
    dependency on the preferences and risk
    tolerance of the investor involved.
  • The spectrum of investment strategies for the
    investment portfolios, sum up to of capital
    preservation and current income.
  • Also, these strategies consist of safe
    but low-yield investments. To be précised these
    strategies provoke the appropriate methods for
    investors, who trigger their investment cycle at
    a better rate.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
4
  • Helps you choose the right fund.
  • By selecting the balanced funds, you can handle
    the moderate risk factors.
  • Also, the low exposure on the equity portion
    brings mid-cap stocks, leading to the least
    duration risk. 
  • The disciplined rebalancing of assets helps fund
    to have a positive fallout on performance. 
  • Rebalancing gives the opportunity to buy in the
    equity market on dips and book profits when the
    market is up. 
  • You get the better risk-adjusted returns in the
    long run.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
5
  • These are the benefits that trigger to the pool
    of necessity, then you should know that as an
    investor, your work doesnt stop here, but there
    is much more to be experienced and explored
    further.
  • It is a daunting task, as you need to keep a
    strong check on the portfolio and the
    improvements in the market, hence you need the
    expertise of experts from Investment Excel, who
    would help you to regularly monitor the progress
    of the portfolios and compare the performance of
    your funds against the other benchmarks. 
  • So what are you waiting for? 
  • For a perfect path for the investment, reach
    Investment Excel team today.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
6
Thank You
info_at_investmentexcel.com
www.investmentexcel.com
45-25685705
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