How to Get best returns from investments. Principles of investing. Best Investment Advice. Investing is an Art and all as per research all Successful investors follow same pattern of investing. One can follow the pattern and create returns

1. #5
Habits of
‘Highly’ Successful
Investors

2. I face these challenges
Knowledge
Market is too volatile
Too Many Products
Less Time
Hidden Charges
Too much Information

3. So What Should I do ?

4. # 1 Habit
Investing VS Trading
What I Do
• I Trade in shares for short term
returns, which leads to more losses than
profits.
• If the share price falls due to negative
change in company fundamentals, I
would not book losses
What should I do
• I should invest in shares for a Long
Term (Sensex has delivered 11.9%
CAGR in past 5 years*)
• I should invest in companies with good
track record and recommended by
Best Investment Guru’s.
* Return as on 26 June 2015. Source AdviseSure Research

5. # 2 Habit
Diversification
What I Do
• When I get a news, I normally invest most
of my money in one single share
• Normally I invest only in Fixed Deposit
and have no investment in any other
product, although I am not happy with the
returns
What should I do
• I should ideally invest my money in Bunch
of shares
• I should invest in Multiple products
such as shares, mutual funds, bonds, gold
ETFs

6. # 3 Habit
Follow One Strategy
What I Do
• I trade on tips given by Many ‘Stock
Market Experts’. Incase the price does
not increase, I do not go by stop loss
suggested
• I follow both fundamental and
technical experts.
What should I do
• It is essential that I follow one single
strategy.
• It is necessary that I should not rely on
short term tips. Also incase I do invest,
I should strictly adhere to Stop loss
Advised

7. # 4 Habit
Tax Efficient Investing
What should I do
• I can do tax efficient investing which will
increase my overall returns by-
– Investing in products with tax free
returns. Or
– Investing in products which gives tax
deductions
What I Do
• I don’t check tax implications before
Investing in any product.
• The returns earned are not enough to
offset my tax liabilities

8. # 5 Habit
Brokerage Charges
What should I do
• You can take service of Brokers with Rs
20 per trade brokerage and save
charges
• I can save all commissions on Mutual
fund with Offline Mutual fund transaction
What I Do
• I pay 0.3% brokerage to my broker on
the trade Amount
• I don’t consider the Commission made
by Agent on Mutual funds

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them
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Investment Products right
as per risk profile
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efficient
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Monitoring
Of Portfolio and Markets
Rebalance Investments
when required
1 2 3 4 5

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with AdviseSure Investment Advisors is a safe and secure platform. Our
recommendations rely on historical data. Historical/ past performance is not a
guarantee of future returns. The information and views presented here are
prepared by AdviseSure Investment Advisors. The information contained herein
is based on our analysis and upon sources that we consider reliable. We,
however, do not vouch for the accuracy or the completeness thereof. This
material is for personal information and we are not responsible for any loss
incurred based upon it. This document is solely for the personal information of
the recipient. The investments discussed or recommended here may not be
suitable for all investors. Investors must make their own investment decisions
based on their specific investment objectives and financial position and using
such independent advice, as they believe necessary. While acting upon any
information or analysis mentioned here, investors may please note that neither
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