ENRICHWISE - Finance/TAX - Channel
ENRICHWISE - Finance/TAX - Channel
June 11, 2025 at 05:01 AM
📈 Want to build real wealth like successful investors do? There are just two strategies you need to master: 1️⃣ Strategic Asset Allocation — your long-term plan. Based on your goals, timeline & risk profile. It’s how you stay focused, balanced, and aligned. 2️⃣ Tactical Asset Allocation — your short-term agility. You shift based on market conditions. More equity during bull runs. More debt when rates fall. ✅ At Enrichwise, we use the Journey-Based Process (JBP) to divide needs: * 0–1 yrs → Debt * 1–3 yrs → Hybrid * 5+ yrs → Equity 🧭 Strategic gives you direction. ⚙️ Tactical helps you adjust course. Key Takeaways: * Asset allocation is the foundation of wealth. * Focus on a balanced portfolio that matches your goals. * Stop chasing trends, start structuring your investments wisely. Together, they help you grow smart — and stay resilient. 📞 Call us at 98218 60804, 96533 87088 or visit us at 5th Floor, Bellona, The Walk, Hiranandani Estate, Thane (W) 400 607 for Investments, Insurance & Tax Advisory. Disclaimer: Enrichwise is an AMFI registered MFD. This content is for informational purposes only and does not constitute financial or investment advice.

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