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How Money Coach suggests a portfolio in My Goals?

Following are the steps of Portfolio creation:

  1. Risk Profiling: On the basis of answers of 5 Questions, you will be assigned a Risk Profile.
  2. Goal Creation: You will create a goal by defining the Goal Amount & Goal Tenure.
  3. Asset Allocation: On the basis of selected Risk Profile, Goal Amount & Goal Tenure, asset allocation is computed.
  4. Suggested Portfolio: Once the asset allocation is done, category-wise allocation is computed and 1-2 schemes per each category is suggested