Firstly, we educate the investors. We don’t take an investor on board till he attends our 1-hour session on investments and mutual funds. Also, we hold periodical sessions/workshops for investor to educate them on investment management.
Risk profiling of the investor, to set an ‘Asset Allocation’ for the portfolio, to make sure that the volatility in the portfolio is in line with the risk bearing capacity of the investor.
Portfolio to be always in line with the investor’s risk profile and asset allocation
Periodically review and rebalance the portfolio, including weeding out the underperformers.