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The Scanner, Nov’23 | Leveraging intermittent market opportunities tactically

30 November 2023

#financialinsights
#investmentstrategy
#marketanalysis

In the dynamic realm of investments, optimising asset allocation is key.

Long-term strategic asset allocation plans provide a roadmap focused on maximising returns with an acceptable level of risk. However, Tactical Asset Allocation (TAA) steps in for short-term adjustments to capitalise on market opportunities, adding a new dimension to the portfolio. Technical analysis plays a pivotal role in TAA to aid investors in identifying trends, market phases, sentiment shifts, managing risks, and making informed decisions.

In this month’s edition of “The Scanner,” Multi-Act’s Research Analyst from the Technical Desk, Lloyd Lazaro, CFA, CA, delves into the market cycle. He emphasises the importance of combining technical analysis with fundamental analysis for effectively managing large investment portfolios, especially for UHNIs and family offices.

#InvestmentStrategy #FinancialInsights #MarketAnalysis

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Complaints status

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending #	Pending complaints > 3 months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No.	Month	Carried forward from previous month	Received	Resolved*	Pending#
1	April 2024	0	0	0	0
2	May 2024	0	0	0	0
3	June 2024	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Sr. No.	Year	Carried forward from previous year	Received	Resolved*	Pending#
1	2020-21	0	0	0	0
2	2021-22	0	0	0	0
3	2022-23	0	0	0	0
4	2023-24	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous years resolved in the current year. #Inclusive of complaints pending as on the last day of the year.