Providing information and suggesting suitable investments is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio which will be in sync and suitable to an investor's financial requirements , risk tolerance, and investment time frame.

An asset class is a group of securities that exhibits similar characteristics, behaves similarly in the marketplace and is subject to the same laws and regulations.

The three main asset classes - equities, fixed-income, and cash and equivalents /money market instruments- have different levels of risk and return, so each will behave differently over time. Essentially, it is an organized and effective method of diversification.

The objective is to create an asset mix that seeks to provide the optimal balance between expected risk and return for a long-term investment horizon based on suitability.

There is no simple formula that can find the right mix of products for every individual. However, the consensus is that choosing the suitable products is one of the most important decisions that investors make. In other words, the selection of individual securities is secondary to the way that assets are allocated in stocks, bonds, and cash and equivalents, which will be the principal determinants of the investment results. Investors may use different asset classes for different objectives.

Constant monitoring is done to factor in any adjustments and changes that could take place in the client’s life at any time and revamp the portfolio by making strategic changes in his investments and rebalancing the portfolio accordingly.