Podcast
Questions and Answers
What should be considered essential for deciding the asset allocation in an investor's portfolio?
What should be considered essential for deciding the asset allocation in an investor's portfolio?
- Portfolio turnover and scheme expenses
- Scheme selection based on investment strategy
- Fund performance and fund portfolio
- Risk profile and investment risks associated with mutual fund schemes (correct)
Why might equity not be suitable for an investor even if they are willing to take risks?
Why might equity not be suitable for an investor even if they are willing to take risks?
- The long-term investment horizon is inadequate (correct)
- The investor prefers lower returns from debt
- Debt provides higher returns than equity
- Equity markets are less volatile in the short-term
How can an investor best meet the need for income?
How can an investor best meet the need for income?
- By opting for a debt scheme (correct)
- By investing in equity schemes
- By selecting options in mutual fund schemes
- By considering fund performance and fund age
Why is age of the investor mentioned as a factor for evaluating risk profile?
Why is age of the investor mentioned as a factor for evaluating risk profile?
What should be analyzed to determine the appropriate asset class allocation for an investor?
What should be analyzed to determine the appropriate asset class allocation for an investor?
What are the three factors that determine an investor's risk appetite?
What are the three factors that determine an investor's risk appetite?
What is a key benefit of understanding mutual fund schemes for an investor?
What is a key benefit of understanding mutual fund schemes for an investor?
Why is setting financial goals considered the first step in building a portfolio of mutual fund schemes?
Why is setting financial goals considered the first step in building a portfolio of mutual fund schemes?
In what ways can an investor use a portfolio of mutual funds?
In what ways can an investor use a portfolio of mutual funds?
What does the text emphasize regarding an investor's financial goals?
What does the text emphasize regarding an investor's financial goals?
