The document outlines the key principles of successful investing, emphasizing the importance of diversification while warning against over-diversification and emotional decision-making. It advises a long-term investment approach, utilizing financial tools and expertise, while highlighting the services offered by Munoth Financial Services Limited, which is a registered company providing various financial services including portfolio management. The document also notes the associated market risks and encourages careful consideration of investment decisions.

1. GOLDEN RULES OF INVESTING

2. Featuring
Don’ts & Do’s
for avoiding grave investment mistakes.

3. Choose multiple asset classes like equities, bonds, mutual funds, gold, real estate, etcetera

4. ALSO
DO NOT
OVER DIVERSIFY
TOO MUCH DIVERSIFICATION MAY SAFEGUARD WEALTH BUT NOT REALLY BUILD WEALTH

5. Do not get oversold on calculations.
Instead calculate less and think more.

6. Do not get obsessed with indicators.
None would predict with any useful consistency.

7. Do not get excited
when others are.

8. You can’t do well
by buying what is popular.

9. Avoid Emotions
Not suited for profit making
Do not invest if you
do not understand the business of that company.

10. Do not have short term orientation.
Long term is the only way to profits. No shortcuts exist

11. In the long run
a portfolio of well chosen stocks or equity mutual fund
investments in bonds and most other asset classes.
will always out perform

12. Use common sense. It is
really not common!

13. Think different.
You cannot make handsome profits by doing what others would do.

14. Tools required for profitable investments
Financial acumen; sufficient time; access to news, company reports, results, competition;
investment tools for filtering stocks, tracking prices & fundamental analysis; & much more.

15. Choice is yours
Investment Process
Manage by self.
Follow friend.
Appoint SEBI registered Portfolio Manager.

16. Appoint a Portfolio Manager.
Let the experts grow your money. For a small fee.

17. Investments in capital markets are subject to market risks. Please read PMS related documents carefully.
Contact us for more
information on Portfolio
Management services.
Munoth Financial Services Limited (MFSL) was
incorporated on 01st November, 1990 under the
Companies Act of 1956 and is a widely held Public
Limited Company. The equity shares of the
company are listed on the Bombay Stock
Exchange (BSE) & the Madras Stock Exchange
(MSE).
MFSL is a Merchant Banker, a member of the
National Stock Exchange (NSE), Madras Stock
Exchange (MSE), and Depository Participant (DP)
with NSDL and also provides Portfolio
Management Services (PMS). It is registered with
Securities and Exchange Board of India (SEBI) to
provide all these services.
MFSL is empanelled with many leading banks and
insurance companies for stock broking business.
The company has been associated with over 100
IPO’s. MFSL is the Investment Managers to
Bangalore based Valmark Infra & Realty Trust, a
Category II SEBI registered AIF fund into real
estate.
MFSL offers internet & mobile based trading
platform incorporating the newest technology
and is amongst the very few entities to also offer
IPO & mutual fund online.
The company has a qualified and trained
manpower which comprises of Chartered
Accountants, Company Secretaries, Cost
Accountants and Management Graduates. It has
the right mix of qualified and experienced
personnel to provide effective and efficient
service, backed by state of art infrastructure.
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. India
Landline: +914428591185 | Fax: +914428591189 | Email: vikas@munothfinancial.com