We are an independent financial and real estate advisor engaged in the distribution of financial products & services, real estate, and loans.

1. YourPartnerfor:
-FinancialPlanning
-WealthManagement
-TaxPlanning
-PortfolioManagement
-MutualFunds
-Insurance
-RealEstate
-HomeLoans
-EstatePlanning(Wills)
www.finviseindia.com

2. WhoWeAre?? • Independent advisors and distributor of financial products, real
estate & loans.
•Vast Industry experience with comprehensive knowledge of
financial products, real estate & mortgage.
• Working with Business Class, Professionals, Self Employed &
employees of Corporates such as GE Capital, Evalueserve, Simon
Carves, Metso Minerals, Canon, McKenzie,Genpact, Cairn India,
Philips, Punj Lloyd, Cargill, Hughes, GMR,WAGO, etc.

3. WhatWe Do??
 We help you organise and declutter your financial life
 We understand, analyse and help you invest for life goals
 We will stay with you till you reach your goals in life
 We help you avoid take wrong decisions driven by emotions
 We help you to be prepared for emergencies and transitions
 We will stand by your family members in case of emergencies
 We educate you on the do’s and don’ts of money management
 We help you to save/invest regularly, bring in discipline
 We avoid you make mistakes of getting into latest trends / fads.
 We do Asset Allocation & Portfolio Rebalancing on a regular basis
and also help you select top class investment products & schemes

4. Our Products
&Services
 Financial Planning
 Mutual Fund Advisory – Equity, Debt & Hybrid
 InsuranceAdvisory – Life & General
 Tax Planning & Filing
 Estate Planning –Wills &WealthTransfer
 Real Estate (Original bookings/Resale/Leasing)
 Wealth/Portfolio Management & Advisory
 Home loans (New Loans/BalanceTransfer)
 SME Loans
 Project Financing
 Documentation Management

5. Investing
Myths
Vs
Facts

6. Seven
Common
Investing
Myths
Stop BelievingThese 7 Investing Myths
Misconceptions can be costly and threaten meeting financial goals
1. You need a lot of money
2. The stock market is too volatile.
3. Stocks are the only option.
4. You have to pick the “right” stock in order to succeed.
5. It takes too much time to invest.
6. Sell when the market is in trouble.
7. The professionals always beat the market.

7. Myth No. 1
You need a lot of money.
One of the most common myths about investing is the idea that you
need a lot of money to get started. Nothing could be further from
the truth. In recent years, a number of brokers have rolled out apps
and programs that allow you to start investing with very little.You
can even invest with pocket change.You can start investing with as
low as Rs. 100 per month.

8. Myth No. 2
The stock market is too volatile.
It’s hard to get excited about investing when the market drops 500
or 600 points in one day. However, even though there’s day-to-day
(and sometimes year-to-year) volatility in the stock market, over
time the trend line tends to smooth out – and in an upward
direction.Trying to time the market can cause problems for your
portfolio, it’s true, but if you have a long-term plan, it’s possible
to get through the volatility and come out on top. Rather than
worrying about the day-to-day of the market, consider investing for
the long term.The stock market as a whole has yet to lose in any
given 10-year period.

9. Myth No. 3
Stocks are the only option.
So often, when thinking about investing, it’s easy to get caught up
in stocks. However, there are other types of investments that can
provide you with a little diversity. Bonds, real estate, commodities,
and even currencies are all choices for investing. However, a
portfolio that focuses heavily on stocks is likely to be appropriate for
most investors. But if the stock market makes you a little nervous,
there are other options.Consider allocating up to 20% of your
portfolio in other asset classes to provide a bit of diversity.

10. Myth No. 4
You have to pick the “right” stock in order to succeed.
Another investing myth that holds would-be investors back is the
worry about stock picking. So much emphasis is placed on individual
stocks and potential superstars. However, while getting the right
stock can be good for your portfolio, stock picking isn’t required if
you want to be a successful investor. Instead, if you’re nervous
about picking stocks, consider investing in index funds or index
exchange-traded funds. Index investments take a wider swath of
the market, so you’re relying more on market performance overall,
rather than hanging your hopes on a few (hopefully) well-chosen
stocks.

11. Myth No. 5
It takes too much time to invest.
It’s not uncommon to picture an investor, carefully poring over
reports and spending hours adjusting stock screeners to get just the
right stock at just the right time.The good news is that investing
doesn’t have to be time consuming. In fact, if you get involved with
index investing, you might not have to do a lot of trying to find the
“right” fit. A broad-based fund doesn’t require a lot of research. On
top of that, robo advisors can help you build a portfolio based on
your long-term goals and risk tolerance, without taking up more
than a few minutes of your time.

12. Myth No. 6
Sell when the market is in trouble.
One of the biggest myths that people fall victim to is the idea that
it’s wise to sell when the market is in trouble. While, intellectually,
this might not be a myth, the reality is that behavior tends to
become irrational when the stock market falls. Selling while the
market is down locks in your losses, and if you buy back in during
the recovery, you’re paying more, while missing out on some of the
gains. Rather than selling when the market is struggling, it might
actually be a good idea to buy more – while you can find some solid
bargains.

13. Myth No. 7
The professionals always beat the market.
While some professionals can beat the market some of the time,
peer-reviewed studies have found that it’s rare for an investment
professional to outperform the market.You might do better with a
low-cost index fund. Besides, why do you need to beat the market,
anyway?The idea behind investing should be to meet your long-
term financial goals, not have a contest with the market (or your
friends).While professionals can help you set and achieve financial
goals and can even provide insightful financial advice and manage
your money on your behalf, the reality is that they’re not always
going to beat the market – and you shouldn’t expect them to.

14. Why should
you Invest in
Mutual Funds

16. Have you
Planned your
Investment
Bucket-List??

18. THANKYOU
Contact us for :
Financial Planning, Investments, Mutual Funds, Real Estate,
Home Loans, Insurance, Wills
Email: contact@finviseindia.com
TEL: +91-9582250638