Strategic Asset Allocation (SAA), is a portfolio strategy in which the investor is able to set a target allocated for various asset classes and rebalances the portfolio periodically. The target allocations are based on different such as investor’s risk tolerance, count horizon, and investment objectives.Read More →
It wouldn’t be wrong to say that an asset portfolio is a collection of investment tools and financial assets held by an individual, an investment firm, or a financial institution. One needs to become familiar with its fundamentals and the factors that influence it.Read More →
Asset allocation is part of an investment plan that aims to balance risk and reward by dividing the investment portfolio among other types of assets.
It includes fixed income, cash equivalents…..Read More →
Important facts about SPoA
● Only under specific conditions can a representative act on behalf of the principal.
● A general power of attorney allows the……..Read More →
A general attorney can be used for a variety of things.1. To make contact with people 2. Carry out any contract, agreement 3. 3. Any contract……….Read More →
A power of attorney is used in the event that the principal is incapacitated due to illness or incapacity. If the principal is unavailable to sign off on financial or legal transactions, the agent may act on his or her behalf.Read More →
➢ The Different Types of Powers of Attorney
1. A General Power of Attorney
2. Special Power of Attorney
3. Durable Power of Attorney
4. Medical Power of AttorneyRead More →
Is a power of attorney still effective after a person’s death? Before we go into the legality of a power of attorney after the death, let’s define what power of attorney is. A power of attorney (POA) is a legal document that allows one person to authorize another toRead More →
Find out how much it costs to make a will in India. The days when only the wealthy could afford to write wills are long gone. Because of increased financial literacy, people are writing their wills in greater numbers. Additionally, with the availability of online services, drafting a will hasRead More →