1. Mutual Fund SIP :
For Short term or Long term?

2. Time Frame For SIP
 There is no second thought that Mutual fund
SIP is for long term.
 But there are some things you miss out if
you commit SIP for long term say 5 years or
7 years.
 If so, you will have a question, Is SIP for
short term or long term?
 Once you finish this presentation, you will
get answer for this.

3.  Break your longtime  It is not unnecessary
investment in to 6 month paper work or waste of
or 1 year investments. time.

4. Because…
 Amount of Contribution towards SIP changes
over a period of time.
 You can increase your SIP contribution when
there is increment or promotion. It is not
possible if you commit it for long term.

5. It gives you a chance to review your Portfolio..

6.  The scheme may perform well when you start
investing..
 Over a period of time, it could have derailed
from the Performance..

7.  Amount of exposure given to equity in your
portfolio changes over a period of time.
 Amount of SIP in equity & debt varies according
to your ability to take risk.

8.  So it is better to commit SIP for short term and
renew it until you achieve your financial goals.

9. To achieve your financial goals through
SIP and to create a solid financial plan..

10. You can avail our 30 minutes free consultation by
sending mail to ramalingam@holisticinvestment.in
and mention Subject as “Free Consultation”.