
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.