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Why Should Investors Take Investment Advice from a Reputed Advisory? Secrets Unlocked

Feb-14-2023Blog by – Mr. Dhruv AjmeraRead Time: 4 Min.Word Count: 473
28Why Should Investors Take Investment Advice from a Reputed  Advisory? Secrets Unlocked
The general perception among Indian investors is that they don’t need professional investment advisory services. There are two reasons behind this perception or rather a misconception:

1. You think that you know it all and can handle your investments on your own
2. You believe that such services are meant only for rich investors

Well, you need to understand that managing your investments is more than putting your money in an ‘XYZ’ financial instrument. It is also about preserving your capital and growing your investment to build wealth in the long run. This is where an experienced and well-known investment advisory such as Ajmera x-change can help you.

Let’s take a look at the various reasons why you should consider taking investment advice from a reputed advisory:

1. Risk Assessment
An advisory would analyze your risk profile at different stages of life and recommend the right investment strategy. For example, if you fall in the age group of 25-30 years, your risk-taking capability is high as you are less likely to have financial liabilities or personal responsibilities. An equity investment advisory firm will recommend increasing your stake in stocks. Equity beats
inflation and leverages the power of compounding to yield rewarding returns in the long term. As you grow older, your risk tolerance goes down as you have to make loan repayments, pay
for children’s college education and marriage and build a retirement corpus. In such a case, an advisor would want you to allocate more money toward debt funds.

2. Portfolio Management
Is your current investment portfolio able to maximize returns and minimize risks? Do you review it at periodic intervals? Do you reshuffle it as and when required? If your answer is ‘no’, then it is an indication to seek professional expertise.
An advisory expert would ensure that your portfolio is a healthy mix of different financial instruments such as mutual funds SIP investment, equity, bonds, and other asset classes. The advisor would also monitor your portfolio regularly and rebalance it as per the market cycles or change in your income, expenses, or financial goals.

3. Protection Against Emotional Investing
Many investors are driven by emotions and follow a herd mentality during market volatility. An advisory expert keeps you away from making ill-advised decisions. The advisor would logically weigh the pros and cons and suggest a strategy that gives consistent and low-risk returns even during market turbulence.
Ajmera x-change has decades of long-standing experience in investment management for its clients. We are a SEBI-registered investment advisory mutual funds, equity, and other market securities firm. We can create a customised investment strategy that works for your financial goals and within the comfort of your risk appetite. We continuously guide you on every financial decision and keep your investment on track as per your needs. 

Contact us for the right investment advice today.
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Details of Contact Person Address Contact No. Email Id Working Hours
Client Servicing / Customer care Suresh Munge 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628913 suresh_munge@ajmera.co.in 10:00 am to 6:00 pm
Head of Client Servicing Mr. Dhanesh Bendre's 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628915 dhanesh_bendre@ajmera.co.in 10:00 am to 6:00 pm
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4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628888 ashish@ajmera.co.in 10:00 am to 6:00 pm
CEO / Whole Time Director Ashish Ajmera 63-67, Ajmera House,
4th Floor, Off K.H.Ajmera Chowk,
Pathakwadi, Mumbai – 400 002.
022-40628888 ashish@ajmera.co.in 10:00 am to 6:00 pm

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