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The Ground rules of Mutual Fund Investing


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The Ground rules of Mutual Fund Investing

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