The term investment strategy refers to a set of principles designed to help individual investor achieve their financial and investment goals. This plan is what guides an investor's decisions based on goals, risk tolerance, and future needs for capital.1 They can vary from conservative (where they follow a low-risk strategy where the focus is on wealth protection) while others are highly aggressive (seeking rapid growth by focusing on capital appreciation).
Investors can use their strategies to formulate their own portfolios or do so through a financial professional. Strategies aren't static, which means they need to be reviewed periodically as circumstances change.3
Investment strategies are styles of investing that help individuals meet their short- and long-term goals. Strategies depend on a variety of factors, including:
This, of course, isn't an exhaustive list and may include other details about the individual. These factors help an investor determine the kind of investments they choose to purchase, including stocks, bonds, money market funds, real estate, asset allocation, and how much risk they can tolerate.
Key Takeaways
We at “Desai Wealth” focus on managing the wealth of our beloved clients in the form of Mutual funds, Life insurance, and Health & General insurance.
We believe that everyone has some goals in their life and has future plans. And with the help of financial investments, those goals are achieved.
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