ARN - 75896
Date of Initial Registration: 06 August 2009
Validity of Registration: 05 August 2029
ARN - 75896
Date of Initial Registration: 10 January 2026
Validity of Registration: 18 August 2028
For senior investors, investment decisions should consider more than just potential returns. Liquidity, income requirements, investment horizon, and risk capacity are important factors in determining whether an investment is appropriate.
A portion of the portfolio may need to remain readily accessible to meet medical expenses, emergencies, or other unexpected requirements.
Investors who depend on their investments for regular income should consider the sustainability and predictability of their cash-flow needs.
The time for which the money can remain invested should be assessed before taking investment decisions, particularly where market-linked investments may experience short-term fluctuations.
Risk capacity is the investor's financial ability to withstand losses, which may differ from their willingness to take risk. Capital required for essential expenses may warrant a more cautious approach.
A suitable investment strategy should therefore be based on the investor's overall financial situation and needs, rather than focusing solely on returns.
Market-linked investments carry risk, and past performance does not guarantee future results.