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How Gen Z investors are balancing risk and long-term financial goals

Gen Z is changing how investments work. They now make up 50% of all new mutual fund investors since 2020, says Neelesh Verma, Product Head at Zerodha.

“They are experimenting with every financial asset available,” Verma said.

IPOs are a notable trend, alongside small-cap investments, as Gen Z actively diversifies its portfolios.

Their willingness to embrace risk is a key characteristic of this demographic.

What sets Gen Z apart is their long-term approach.

With investment horizons of 30-40 years, they have the freedom to take higher risks without the immediate pressure of short-term financial goals.

Verma adds, “Right now, they can take a lot of risks and have time to figure out their retirement strategy.”

While their high-risk appetite is evident, Verma stresses the importance of balancing portfolios for the future. He recommends index funds and gold ETFs as stable, long-term options.

A recent Nielsen and Angel One survey reveals that 80% of millennials and Gen Z save 20-30% of their income, mainly for financial security.

Of those surveyed, 45% prefer stocks due to their flexibility and potential for higher returns.

Social media platforms like YouTube and Instagram play a significant role in their financial education. These investors review their portfolios frequently—53% do so monthly, and 30% quarterly.

Watch this video for more.

ALSO READ | Stocks vs mutual funds: What does Gen Z prefer?

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