The main objective of this paper is to identify the relationship between investments in risk assets viz. Equity shares of listed companies with reference to demographic factors such as age and stage in life, income level, number of dependents, gender, marital status etc. Further, the paper also tries to study the impact of taxation on decision making relating to investment in equity shares by finance professionals from Pune city.
Investment means different thing to different people but underlying common factor is future financial security by deploying investible funds in different asset class having varying risk, reward & liquidity profile which is known as asset allocation. The asset allocation pre supposes specific achievable financial goals with appropriate financial plan in place and periodical monitoring & timely rebalancing to ward off volatility in stock market & achieving optimum returns.
Historical data reveals that investment in shares of listed companies beats inflation and alsoother asset class in a long run & thus creates wealth for investo
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