Everyone desires the highest possible returns, but solely focusing on assets with the greatest potential isn't the optimal strategy. Historical market crashes demonstrate the risks associated with such an approach. At SAFEinvest, we prioritise regular investment analysis and portfolio evaluation. Our primary focus is on managing portfolio asset allocation to generate risk-adjusted returns.

We offer comprehensive investment analysis services to ensure your portfolio is aligned with your financial needs and risk tolerance. By carefully assessing your investment portfolio, we can make informed decisions about asset allocation and help you achieve optimal returns.

Asset allocation is the single most important determinant of a person's wealth in the long run. An appropriate asset allocation hence is very critical to be decided and followed. Consider the following facts:

Determinants of Portfolio Performance in long run:

2% - Market Timing

6% - Security Selection

Fixed Income Products

92% - Asset Allocation

* Research Paper "Determinants of Portfolio Performance" in Financial Analyst Journal, 1986 by Brinson, Hood, and Beebower

• Net Asset Report
• Current Asset Allocation, Equity & Debt. What is decided and what is actual
• Equity & Debt Micro Review with AMC Exposure & Type of Equity Scheme
• Performance & Observation on existing investment
• Recommendations & Actions to be taken