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For each one of us, it is extremely important to manage our finances well, invest in return-generating securities and make profits at all times. However, it goes without saying, that all this is only possible if you have a planner in place. All our financial asset management templates put together are sure to act as a blueprint for you to make informed investment decisions.
The basis of templates is to focus on mitigating risks because we understand how important it is to take calculated risks. Likewise, our aim also lies in working towards diversifying our client’s investment portfolio so as to ensure a balanced financial position.
Our templates offer multiple investment options to clients in self-explanatory and easily understandable formats so as to help them compare between the available alternatives and ultimately choose the one that stands true to their requirements.
Our equivalent goal is to offer you an estimate, a rough picture of what the likely returns will look like. This will prevent you from having unrealistic expectations. With the help of this template cluster, you can revisit your investment goals and plan your investment journey as precisely as possible. However, the highlight always remains customized blueprints at your disposal.
Template 1
We understand the importance financial resources holds to each one of you, which can now be managed effectively with our financial asset management template. By turning to our template, you will be able to float a planned investment portfolio and mitigate risks.
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Template 2
Diversifying an investment portfolio involves a step-by-step, informed and researched action, which is made possible by our content breakup template. This template covers various facets such as objectives, purpose, our approach, current investment portfolio, industry analysis etc.
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Template 3
The basis of financial asset management is decent returns, which can only be achieved when your financial objectives are clear. Our template helps you to focus on the objectives of asset management by mitigating risks and diversifying investments in different securities.
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Template 4
Your client would like to know your financial asset management approach, which can be precisely presented with the help of this template of ours. This template provides in-depth information about alternate investment options, strategies, investment approach and objectives.
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Template 5
You can carry out a comparative study between the different investment strategies put in place by you with the help of our template. This template covers details pertaining to S&P 500, Inflation hedging, principal preservation, portfolio, equity and fixed income diversification.
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Template 6
With this template, you will have access to information related to different types of securities at one glance. This template aims to offer a snapshot regarding the many investment options in relation to the associated risk, tenure, liquidity and 5 years returns.
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Template 7
This graphically represented template aims to offer you details with regards to the top-performing funds of companies active in the investment market. With this template, you will be able to make a well-informed decision as far as your investment decisions are concerned.
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Template 8
This template aims to introduce you to three different ETF Portfolios. These are Conservative, Balanced, and Growth, which have a different operational format each. The diagrammatic representation talks about strategic allocation between equities and fixed income.
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Template 9
Our allocation of funds portfolio template focuses its attention on putting together a spot-on asset allocation strategy. While drafting the said strategy, this template focuses its attention on long-term performance. It also talks about short-term volatility with an annual return percentage.
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Template 10
Investments and risks go hand in hand, which is why we have brought to you our estimating risk potential template. The primary basis of this template is to throw light on various types of equities and debt funds. It also helps you compare them on the basis of their risk score, volatility, and weight.
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Template 11
While making any investments, you are anxious to know the returns you will enjoy. This is where our estimating return potential tabular presentation template comes in handy. This template specifically talks about the period of extremely strong returns per unit of risk across almost all asset classes.
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Enjoy the liberty of exercising completer customization by downloading this financial asset management PowerPoint deck and manage your finances precisely to get better returns.
