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Revision as of 15:20, 26 March 2024

Introduction
The first step in investment management is setting clear and achievable financial goals. Whether you are looking to generate income, preserve capital, or grow your wealth, having a clear understanding of your financial objectives will help guide your investment decisions. By setting specific, measurable, and time-bound goals, you can create a roadmap for your investment strategy.
Risk Assessment
Asset Allocation
Effective investment management requires ongoing monitoring and periodic rebalancing of your portfolio. Market conditions and your financial goals may change over time, so it is important to regularly review your investments and make adjustments as needed. By staying informed and proactive, you can ensure that your investment strategy remains aligned with your financial objectives.
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