Review Strategy

The review strategy screen displays the investment strategies for the selected portfolio. You can review and choose any available strategies based on investment goals and risk tolerance. The review strategy screen also allows you to personalize your strategy.

The review Strategy feature allows you to re-evaluate and realign your strategies periodically as per the requirement.

Feature Description

To review the available strategies of the selected portfolio, follow these steps:

1. On the My Strategy section in the advisory dashboard, click Review Strategy. The Review Strategy screen appears.



 

The Review Strategyscreen displays the following details:

• My Strategy (Current)- This section briefs the current investment strategy.
• Recommended Strategy- This section briefs about the investment strategy recommended by the bank based on the goals and risk tolerance.
• Suitability Profile-This section displays the questionnaire list.
• Strategic Allocation- This section displays various asset classes and their weightage.

Mobile Native Screens