Robo-advisors: A boon or a bane for investors?
Robo-advisors: A boon or a bane for investors?

Robo-advisors: A boon or a bane for investors?

Robo advisors are the inevitable next step in the evolution of financial planning and investing.  

Sayali Kotwal Article rating: 4.6

Robo-advisor is a digital financial platform that furnishes automated, mathematical algorithm-driven financial advice along with investment management services that include minimal human intervention. Initially, this technological innovation was applied to automate and optimise passive index strategies based on the modern portfolio theory. Robo-advisors have evolved from there.  

Diversification and the investment trinity: Keys to a healthy portfolio
Diversification and the investment trinity: Keys to a healthy portfolio

Diversification and the investment trinity: Keys to a healthy portfolio

Authored by Shiv Gupta, Founder & CEO, Sanctum Wealth

Expert Speak Article rating: 4.7

Many well-known investors like Warren Buffet, who famously said that diversification is a protection against ignorance, espouse the virtues of concentrated portfolios for wealth creation. Indeed, many of us could replicate their successes if we had their analytical skills, long time horizons, the ability to accept mistakes and course-correct, and the equanimity to stay put through extreme market movements.

Explained: Strategic asset allocation vs Tactical asset allocation
Explained: Strategic asset allocation vs Tactical asset allocation

Explained: Strategic asset allocation vs Tactical asset allocation

After the asset allocation is determined, the portfolio managers distribute the capital both strategically and tactically to invest with a focus on what is best for each client.

Shreya Chaware Article rating: 5.0

The financial consultants or the portfolio managers determine the overall risk tolerance and objectives to determine an appropriate asset allocation. After the allocation is determined, the portfolio managers distribute the capital both strategically and tactically to invest with a focus on what is best for each client.  

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