Different asset classes perform differently and so will give us a “balanced return” across market cycles.
The reason why we allocate our investments to different asset classes and geographies is to minimize the overall risk of the portfolio.
Personal finance advisory is very close to his heart. He is overjoyed when he sees people become stress-free because their finances are securely planned. His dream is to achieve this for all his clients. After his MBA, he spent close to 10 years working with various corporates in the financial sector.