Investment Objective
An investment objective is a set of goals for an investor's own portfolio. Aaditya Wealthon helps you set the optimal strategy to achieve the customer's goals.
Well defined investment objectives can help us determine the right asset allocation for our intelligent advisory portfolio that will enable you to achieve your financial goals. Since investment objectives are influenced by factors such as our financial background, needs, time horizons and levels of risk tolerance, we have different objectives. That's why the stock you prefer may not be a good option for investment advisors.
Safety
Income
Growth
Key Factors of Investment Objective
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Any investment can be characterized by three factors: security, income and capital growth.
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Each investor has to choose a proper mix of these three factors. There will be a preeminent.
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The appropriate mix for you will change over time as your life needs to change and circumstances.
Security, income and capital gains are the big three objectives of investment.
Other factors that should be kept in mind when you choose investments.
Hopefully, instead of saying in the future that the stock advisory company's investment objective is to earn money, we will say that we will not take any further risks from this or that level to earn money. However, don't forget that there is no guarantee in the investment sector, where the impossible happens regularly. When your decision goes wrong, learn by mistake, modify your objectives, and move on.
Tell us your investment objective
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