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7 
Key Guidelines 
for New Investors
Background 
You have your hard-earned money and you now want to invest it to 
grow it further. You get suggestions from ma...
Understand 
before you 
invest
Understand before you invest 
Buying the right stock is the key to yielding good returns. But the 
question that arises in...
Do not time 
the market
Do not time the market 
When trading in the market, you may often analyze market trends. It is 
more important that you un...
Herd Mentality
Herd Mentality 
This is the most common mistake by investors. First-time investors pick 
stocks based on their popularity ...
Emotions
Emotions 
It is easy to get attached to your stocks and your choices. Once you 
take a decision, it is often hard to accep...
Be Realistic
Be Realistic 
The next key step is to ‘sit tight’. Though this seems extremely easy, it’s 
one of the toughest jobs. Yes! ...
Follow a disciplined 
approach
Follow a disciplined approach 
Discipline is another important aspect for investment. Discipline 
yourself not just to buy...
Monitor Regularly
Monitor Regularly 
Monitor your stocks. It is best if you look at your stocks once every two 
weeks. You can also set aler...
In a nutshell 
Knowledge is power and wealth. Do not invest without knowing. It is 
your money and you must read up before...
Thank You 
Get eBooks Website 
DEMAT Account
Disclaimer: 
• Kotak Securities Limited. Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), 
Mumb...
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7 Key Guidelines for New Investors

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Welcome to the world of investment. The market is huge and it is easy to get confused and scared. But, worry not, view our presentation to know seven key guidelines you must remember.

Published in: Economy & Finance
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7 Key Guidelines for New Investors

  1. 1. 7 Key Guidelines for New Investors
  2. 2. Background You have your hard-earned money and you now want to invest it to grow it further. You get suggestions from many people about stocks, bonds, shares and all the other options available in the market. Welcome to the world of investment. The market is huge and it is easy to get confused and scared. But, worry not. The right set of instructions and helpful guidelines can take you a long way. Here are seven key guidelines:
  3. 3. Understand before you invest
  4. 4. Understand before you invest Buying the right stock is the key to yielding good returns. But the question that arises in your mind is 'how to buy right'? You are in the buying business, so you need to perform the stock analysis. Even investment pros like Warren Buffet suggest that you value business and understand the stock before buying it, instead of analyzing the market and timing it. Zero down on companies that have good growth potential.
  5. 5. Do not time the market
  6. 6. Do not time the market When trading in the market, you may often analyze market trends. It is more important that you understand the trends in the stocks you have picked, than the whole market. This is because, you need to invest right and wait for the company to grow.
  7. 7. Herd Mentality
  8. 8. Herd Mentality This is the most common mistake by investors. First-time investors pick stocks based on their popularity and not the growth potential. Your reason to buy a stock should be based on the companies’ business values. It should be a rational decision based on the available facts. Following the herd mentality during investment leads to heavy loses. This is the key reason for stock market bubbles and crashes. Most investors feel that a large group cannot go wrong, and that is why they invest while following the herd. However, this is the worst thing to do. An example for this is the Dotcom bubble that burst in the late 1990s.
  9. 9. Emotions
  10. 10. Emotions It is easy to get attached to your stocks and your choices. Once you take a decision, it is often hard to accept if it was wrong. For this reason, keep your emotions at check and do not go into emotional financing either. Always invest based on rational thoughts and facts.
  11. 11. Be Realistic
  12. 12. Be Realistic The next key step is to ‘sit tight’. Though this seems extremely easy, it’s one of the toughest jobs. Yes! You need to have patience and wait for your investment to yield right returns. You will not make money in a matter of a day or week. So, set realistic targets and wait to yield results. As a first time investor, chances are you would want to sell off your stocks at the next high point. But remember that day-trading is not as easy as it sounds and it takes away a good portion of your time.
  13. 13. Follow a disciplined approach
  14. 14. Follow a disciplined approach Discipline is another important aspect for investment. Discipline yourself not just to buy the right stocks and wait, but also to make sure that you diversify your stocks and portfolio to keep risks at edge. Keep in mind that the targets you set for your return on investments should be good enough to beat the significant inflation that you see, year on year.
  15. 15. Monitor Regularly
  16. 16. Monitor Regularly Monitor your stocks. It is best if you look at your stocks once every two weeks. You can also set alerts if you don’t have much time. Develop a temperament to re-look and re-evaluate. There is no need to pay attention to intraday price movements if you are long-term investor. You do need to keep an eye on the change in profit projections for the year and the next, and the company’s performance with respect to its peers.
  17. 17. In a nutshell Knowledge is power and wealth. Do not invest without knowing. It is your money and you must read up before investing.
  18. 18. Thank You Get eBooks Website DEMAT Account
  19. 19. Disclaimer: • Kotak Securities Limited. Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. CIN: U99999MH1994PLC134051, Telephone No.: +22 43360000, Fax No.: +22 67132430. Website: www.kotak.com. Correspondence Address: Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No: 66056825. SEBI Registration No: NSE INB/INF/INE 230808130, BSE INB 010808153/INF 011133230, OTC INB 200808136, MCXSX INE 260808130/INB 260808135/INF 260808135, AMFI ARN 0164 and PMS INP000000258. NSDL: IN-DP- NSDL-23-97. CDSL: IN-DP-CDSL-158-2001. Investments in securities are subject to market risk; please read the SEBI prescribed Combined Risk Disclosure Document prior to investing. Derivatives are a sophisticated investment device. The investor is requested to take into consideration all the risk factors before actually trading in derivative contracts. Compliance Officer Details: Mr. Sandeep Chordia. Call: 022 - 6605 6825, or Email: ks.compliance@kotak.com . In case you require any clarification or have any concern, kindly write to us at below email ids: • • Level 1: For Trading related queries, contact our customer service at ‘service.securities@kotak.com’ and for demat account related queries contact us at ks.demat@kotak.com or call us on: Online Customers – 30305757 (by using your city STD code as a prefix) or Toll free numbers 18002099191 / 1800222299, Offline Customers – 18002099292 • • Level 2: If you do not receive a satisfactory response at Level 1 within 3 working days, you may write to us at ks.escalation@kotak.com or call us on 022-66057072 and if you feel you are still unheard, write to our customer service HOD at ks.servicehead@kotak.com or call us on 022-66057122. • • Level 3: If you still have not received a satisfactory response at Level 2 within 3 working days, you may contact our Compliance Officer (Name: Sandeep Chordia) at ks.compliance@kotak.com or call on 91- (022) 6605 6825. • • Level 4: If you have not received a satisfactory response at Level 3 within 7 working days, you may also approach CEO (Mr. Kamlesh Rao) at ceo.ks@kotak.com or call on 91-(022) 6652 9160

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