Start a conversation

Will you have a portfolio for each type of goal (retirement, holidays, child’s education, etc.), or is it one portfolio that serves multiple goals?

Currently, we have one equity portfolio with around 30 stocks and a one debt portfolio with 3 debt funds. Using our models, your risk parameters, and the cash flow requirements for each goal, we determine a final allocation of equity and debt for each goal. You will always have the option to override the suggested equity and debt mix for each of your goals in case you wish to be more aggressive or conservative. We suggest you stick with our recommendations unless you’re really confident of your approach.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. CMW Support

  2. Posted
  3. Updated

Comments