the ground rules of mutual fund investing
TRANSCRIPT
The Ground rules of Mutual The Ground rules of Mutual Fund InvestingFund Investing
Points to rememberGodmind Mutual Fund Advisory services www.godmind.co.in
Mutual funds investment. Act Mutual funds investment. Act professionally.professionally.
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Assess yourselfAssess yourself
self-assessment of one’s needs.
expectations and risk profile.
clearly state the expectations from the investments.
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Try to understand where the money is Try to understand where the money is goinggoing
the nature of investment .avoid any confusion by taking knowledge .Consult investment advisors
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Don't rush in picking funds, think firstDon't rush in picking funds, think first
one first has to decide what he wants the money for.
investment goal that should be the guiding light for all investments done.
Identifying the proposed investment philosophy of the fund .
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Invest. Don’t speculateInvest. Don’t speculate
abstain from speculating .staying invested is the best option .
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Don’t put all the eggs in one basketDon’t put all the eggs in one basket
It is always advisable to diversify the risks.
Investors of equity should be judicious and invest some portion of the investment in debt and vice-versa.
Place money in the hands of several fund managers.
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Be regularBe regular
Invest early and invest regularly.
Investing should be a habit .
Beat the market by being systematic.
Systematic Investment Plans
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Do your homeworkDo your homework
Research the avenues available to them.
An informed investor is in a better position to make right decisions.
Asking the intermediaries is one of the ways to take care of the problem.
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Find the right fundsFind the right funds
Finding the right funds is important.
That do not charge much fees.
Funds for tax efficiency .
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Keep track of your investmentsKeep track of your investments
keep track of the way they are performing in the market.
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Know when to sell your mutual fundsKnow when to sell your mutual funds
Knowing when to exit a fund too is of utmost importance.
should book profits immediately when enough has been earned
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Follow all the rulesFollow all the rules
Investing in mutual funds can be a dicey business for people who do not remember to follow these rules diligently .
Remember these rules before you set out to invest your hard-earned money.
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Final wordsFinal words
Mutual Funds are subject to market risk please read the offer document carefully before investing.
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Invest Now , For A Financially Secured Tomorrow
Happy Investing