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Risk profiling is the process of determining the risk taking capacity of the investor
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The goal of virtually all investment analysis is to make an investment decision or advise someone to make one. Analysing equities and managing equity portfolios are closely linked. However, in finance—as in many professions—the real-world application of theoretical or academic concepts can involve thinking beyond one's speciality and training. Running a group of stock portfolios involves attention to detail, software skills, and administrative efficiency. ...
In short, you need to know the mechanics of equity portfolio management to create and handle a group of distinct portfolios, ensuring they perform well and as a homogeneous element. Recommendation of equity investment strategies are based on 3 factors:
Equity shares (stocks) of various corporations are the primary investment of equity Portfolios. Therefore, by contributing to an equity fund, a person becomes a partial company owner in that the fund has invested. Equity portfolio return is a function of a number of investment factors. Factors are indicators that can help describe stock returns. When you try to get into the details of the factors influencing market returns, you’ll find that they are very intuitive to understand.
Factors are of two main types - macroeconomic and style factors. Macroeconomic factors are broad-based, like the GDP growth rate, inflation, unemployment, etc. Style factors are more nuanced and are a quantitative way to describe strategies for outperformance. Each of these style factors would have proponents among quantitative investors and all types of investors.
Equity Portfolios may profit in one of two ways:
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Choose Your Investment Adventure!
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Find Your Risk-Reward Sweet Spot! Which range feels right for your ₹1L investment?
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Imagine ₹100K in a Booming Reliance, but it drops to ₹80K. What's your move?
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Your Risk Range is :