Welcome to Fintellect Intelligent Financial Solutions LLP

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Asset Allocation

Asset allocation is the process of forming a strategy to decide how the wealth should be spread across various asset classes, such as stocks, bonds, cash, gold, etc. The purpose of ascertaining the client’s financial goals, his resources, his risk tolerance and tax situations is simply to recommend the most appropriate asset allocation and investment strategy for the client. Study shows that more than 90% of returns of a portfolio come from the right asset allocation.