/tags/scheme-selection-based-on-investor-needs-preferences-and-risk-profile/ Recent content in Scheme Selection Based on Investor Needs, Preferences and Risk-Profile on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s12-1-q03-understanding-liquidity-needs-vs-investment-horizons/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s12-1-q03-understanding-liquidity-needs-vs-investment-horizons/ Understanding liquidity needs vs. investment horizons. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-sid-s12-1-q02-analysis-of-fund-performance-and-portfolio-construction/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s12-1-q02-analysis-of-fund-performance-and-portfolio-construction/ Analysis of fund performance and portfolio construction. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-sid-s12-1-q04-assessing-client-suitability-and-risk-tolerance/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s12-1-q04-assessing-client-suitability-and-risk-tolerance/ Assessing client suitability and risk tolerance. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-sid-s12-1-q01-understanding-the-risk-return-profiles-of-various-asset-classes/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s12-1-q01-understanding-the-risk-return-profiles-of-various-asset-classes/ Understanding the risk-return profiles of various asset classes. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q03-the-three-components-of-risk-appetite-need-ability-and-willingness/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q03-the-three-components-of-risk-appetite-need-ability-and-willingness/ The three components of risk appetite: need, ability, and willingness. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q02-tactical-asset-allocation-and-satellite-portfolio-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q02-tactical-asset-allocation-and-satellite-portfolio-management/ Tactical asset allocation and satellite portfolio management. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q05-the-impact-of-investor-psychology-on-financial-planning/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q05-the-impact-of-investor-psychology-on-financial-planning/ The impact of investor psychology on financial planning. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q06-portfolio-rebalancing-techniques/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q06-portfolio-rebalancing-techniques/ Portfolio rebalancing techniques. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q01-asset-allocation-strategies-based-on-goal-based-planning/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q01-asset-allocation-strategies-based-on-goal-based-planning/ Asset allocation strategies based on goal-based planning. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile. /posts/mf-dist-s12-1-q04-interest-rate-risk-and-debt-fund-performance/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s12-1-q04-interest-rate-risk-and-debt-fund-performance/ Interest rate risk and debt fund performance. Companion read for Section 12.1 — Scheme Selection based on Investor needs, preferences and risk-profile.