Insights

Return to insights

The Scanner, Oct’23 | Multiply and preserve wealth with a multi-asset portfolio

31 October 2023

Investment portfolios are moulded by a myriad of influences, yet two stand out as the key architects of success: market volatility and investor behaviour.

But do these two, Market Volatility and Investor Behaviour, work in harmony or opposition? Market instability affects your decisions, and conversely, your actions can impact market conditions.

So, what’s the answer? Embrace a multi-asset strategy. Vikas Biyani, Head of Advisory, shares invaluable insights on the fundamental principles for crafting a resilient portfolio capable of withstanding various challenges. Discover the when and how of rebalancing, address potential behavioural obstacles, and prepare for short-term underperformance. Learn why the thoughtful selection of assets within each class is paramount.

A basic multi-asset portfolio should encompass high-quality equities, international exposure, gold assets, fixed income, and protection against inflation.

Dive into the October edition of The Scanner to read these insights to amplify and safeguard your wealth!

Download Article PDF

Recent Articles

India’s family offices boom: 7X growth in six years

Money Control features Ashutosh Bishnoi, Director at Multi-Act, as he underscores a significant shift in family wealth … Continued

Read more

Gilded Growth: India’s Affluent Ascent

As India’s affluent class expands, luxury markets are experiencing unprecedented growth. With a remarkable increase in wealth, … Continued

Read more

FIIs and DIIs: The Market’s Power Players

Curious about market dynamics? Explore how Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs) influence Indian … Continued

Read more

Stay up to date with Multi-Act

Receive monthly updates by signing up to our newsletter.

Current complaints

Data for the month ending – October, 2024

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

4

July, 2024

0

0

0

0

5

August, 2024

0

0

0

0

6

September, 2024

0

0

0

0

7

October, 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

SN

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.