You are here

Maintaining an investment portfolio

The process ranges from needs analysis to regular funds rebalancing.
Saturday, October 22, 2016 - 05:50

IVAN is a 35-year-old marketing executive. He is single and plans to get an apartment in two to three years' time for his wedding. He was referred to me as he wanted to invest some excess cash. The first thing I recommended was to go through a Financial Needs Analysis.

Ivan has an

sentifi.com

Market voices on:

Nespresso
Pair your daily business read with the perfect cup of espresso.

Subscribe to The Business Times today to receive your very own Nespresso Inissia coffee machine worth $188.

Find out more at btsub.sg/btdeal

Powered by GET.comGetCom