I HAVE MANY INVESTMENTS, PROPERTIES, LOANS AND INSURANCE POLICIES.
HOW DO I MAKE PROSPECTIVE FINANCIAL DECISIONS WITHOUT HAVING A CONSOLIDATED VIEW OF WHAT I HAVE DONE SO FAR?
As architects of your own ambition, you want to reach the fullest potential in your investments across categories and classes. That’s why, having the perfect consolidated portfolio is an essential need. Because what doesn’t get measured cannot be managed properly. Without portfolio consolidation, you will remain unclear on how your investments are performing towards your goals.
HAVE YOU THOUGHT ABOUT?
How do I assess my portfolio on a comprehensive basis?
Being everywhere without being anywhere can be a bother, especially if you can’t get an aggregated view of all your risks and returns. Without an aggregated view of all of your investments you won’t be able to optimise future investments and take informed decisions. Analytics helps you understand various types of risks like concentration, asset allocation mismatch in your consolidated portfolio, enabling you to stay on top of your financial life.
Should I make a decision based on the product performance?
Little drops of water make a mighty ocean. A particular product may give you fantastic returns in the short-term but it may prevent you from sailing through the volatility it could bring in. Hence the product should match your risk/reward profile and liquidity needs, while taking into account—the aggregated portfolio position.
YOU MAY WANT TO CONSIDER