Asset Allocation Process - Kotak Wealth Management
The asset advisory service functions as a malleable structure, offering you the flexibility to take care of short term opportunities. Through a comprehensive investment process with a strategic plan in place, it makes room for tactical allocations to make the most of short term opportunities. Need for Tactical Allocation The concept of tactical allocation is to counteract the rigidity of a long term strategic asset allocation strategy. The necessity for tactical allocation arises to enable: Short-term, tactical deviations from the mix to capitalize on unusual or exceptional investment opportunities Market timing consideration in portfolio decisions, allowing you to participate in favourable economic conditions. Leverage Tactical Returns The investment philosophy for tactical asset allocation is based in the belief that over time, changes in your psychology as an investor and dynamism in market forces can lead to possible temporary changes in investment recommendations.