Seven Steps in the Process of Investments

• Anup Bansal
• Jan 13 2013

Estimated reading time: 0 minutes 45 seconds

Step 1 - Establish the investor's return and risk objectives from the current financial status, desired goals, risk questionnaire.Step 2 - Establish the investor's constraints - Liquidity, Time Horizon, Taxes etc.Step 3 - Determine investor's strategy for investments based on the return and risk objectives, constraints, suitability of an asset class and investments, historical data and market expectations.Step 4 - Determine investor's asset allocation that is most appropriate for meeting the return...