Building a portfolio is a complex exercise, and it has to be maintained, too. A person’s portfolio holds different types of assets based on his/her financial goals, and each asset class gives different return, which is why a portfolio must have an ideal mix of financial products. One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation.
India's wealthy opt for term insurance policies worth Rs 5-20 crore: Report
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