Your Financial
Growth Partner
Growth Partner
Suitability Matrix – Kaygee Finserv
| Style | Risk | Indicative Allocation | Recommended Assets |
|---|---|---|---|
|
VERY
AGGRESSIVE |
!
VERY HIGH
|
Equity:
50% – 100%
Debt:
0 – 25%
Gold / Commodities:
0 – 50%
|
All categories of mutual funds including
thematic, sectoral, small-cap and mid-cap.
Also all types of SIPs including aggressive
investment options.
|
|
AGGRESSIVE
|
!
HIGH
|
Equity:
40% – 90%
Debt:
0 – 50%
Gold / Commodities:
0 – 30%
|
All categories of mutual funds including
thematic, sectoral, small-cap and mid-cap.
Also all types of SIPs including aggressive
investment options.
|
|
MODERATE
AGGRESSIVE |
!
MODERATE
HIGH |
Equity:
30% – 80%
Debt:
30% – 70%
Gold / Commodities:
0 – 25%
|
All categories of mutual funds.
Thematic, sectoral, small-cap and mid-cap
exposure in limited proportion.
Diversified investment options may be
considered according to risk profile.
|
|
BALANCED
|
!
MODERATE
HIGH |
Equity:
20% – 60%
Debt:
50% – 90%
Gold / Commodities:
0 – 15%
|
Diversified mutual fund categories with
comparatively limited thematic, sectoral
and small-cap exposure.
|
|
CONSERVATIVE
|
✓
LOW
|
Equity:
0% – 20%
Debt:
70% – 100%
Gold / Commodities:
0 – 10%
|
Large-cap, flexi-cap and multi-cap mutual
fund categories with debt-oriented and
comparatively lower-risk investment options.
|