If you were a wealth manager for a 40-year-old client looking to invest a corpus of 10 million INR with the goal of growing it to 50 million INR in the next 15 years, how would you strategically allocate the funds across different asset classes?

Question

Accepted Answer

Diversify the 10 million INR across various asset classes to achieve the goal of growing it to 50 million INR in 15 years.

Allocate a portion to equities for long-term growth potential
Invest in fixed income securities for stability and income generation
Consider alternative investments like real estate or commodities for diversification
Regularly review and rebalance the portfolio to ensure alignment with client's goals

If you were a wealth manager for a 40-year-old client looking to invest a corpus of 10 million INR with the goal of growing it to 50 million INR in the next 15 years, how would you strategically allocate the funds across different asset classes?

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