Can I track asset allocation across different instruments?

By PriyaSahu

       Yes, you can track asset allocation across different instruments easily. Angel One provides tools and features to help you see how your investments are spread across stocks, mutual funds, bonds, commodities, and other assets. This helps you understand your portfolio better and manage risks by keeping a good balance.



How to Check Asset Allocation on Angel One?

You can check your asset allocation on the Angel One app or website by visiting the portfolio section. Here, you get a clear view of the percentage of your investments in each type of instrument. This includes equity shares, mutual funds, fixed deposits, commodities, and more. This overview helps you decide if you need to rebalance your portfolio.



Why Is Tracking Asset Allocation Important?

Tracking asset allocation helps you keep your investments balanced according to your goals and risk tolerance. It prevents putting too much money in one type of asset, which can be risky. Regularly reviewing your allocation on Angel One allows you to make smart decisions to grow your wealth steadily and safely.



Can I Get Reports on My Asset Allocation?

Yes, Angel One provides detailed reports that show how your money is allocated across different instruments. These reports are easy to understand and help you analyze your portfolio’s strengths and weaknesses. You can use these insights to adjust your investments and reach your financial goals faster.



How Often Should I Review My Asset Allocation?

It is a good practice to review your asset allocation at least once every six months or after any major life event. Using Angel One’s platform, you can easily track changes and rebalance your portfolio to stay on track with your financial plan. Regular reviews help you avoid unnecessary risks and seize growth opportunities.



Contact Angel One Support at 7748000080 or 7771000860 for help with asset tracking, demat account, or investment queries.

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