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Risk capacity Extremely

Asset Allocation Guide


Low Med High (Based on Risk Capacity/tolerance level)
Risk tolerance high
Low A1 B1 C1 D1 Risk Capacity
This is the level of risk you can take after considering your income
and wealth status
Med B2 B3 C3 D3
High C2 C4 C5 D5 Risk Tolerance Level This relates to your psychlogical attitude towards taking risks
Extremely high D2 D4 D6 D7

Asset Class A1 B1 B2 B3 C1 C2 C3 C4 C5 D1 D2 D3 D4 D5 D6 D7
Real Estate 0 0 0 0 0 0 0 0 5 0 5 0 5 10 10 15
Debt 80 60 70 50 50 50 45 40 30 45 45 35 30 20 20 0
Equity/MFs 10 25 20 30 30 30 40 30 45 30 35 40 35 45 45 55
Direct Equity 0 5 0 10 10 10 10 20 15 20 10 20 25 25 25 30
Gold 10 10 10 10 10 10 5 10 5 5 5 5 5 0 0 0
Author: Jignesh Makwana
Reach me at: jigmech_40@yahoo.com

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