The Balancing Act: Wealth Protection Equals Wealth Creation

Understanding Wealth Creation: Balancing Equities and Debt

Historical experiences within financial markets demonstrate that no asset class can be considered completely risk-free, except for fixed deposits (FD), which also in some cases can be risky if a bank goes down. Whether we examine the equity market, bonds, equity funds, commodities, currency, or even Debt Funds, all of these can suffer from losses during periods of negative global economic trends, changes in regulatory policies, monetary policies, or unexpected arbitrary events such as the war between Russia and Ukraine last year. Therefore, you need to have a portfolio that can weather the negative impact of unexpected events.