Investing money in mutual funds can help you to earn high returns in the future. However, selecting the best fund is not easy. In this presentation, important steps for mutual fund investment are explained. To know more on mutual funds investment, you can visit https://www.edelweiss.in/?utm_source=platform-slideshare-offpage&utm_medium=free&utm_campaign=28-06-2019

1. Steps to Follow for Mutual Fund Investment

2. #4Convenience
Youcaninvestasmallamount
withoutaffectingyour
monthlybudget
#1Bringsin
Discipline
#3Powerofcompounding
Thelongeryoustayinvested,themoreisthe
benefitofcompounding
#2Rupeecost
averaging
Theaveragecostofbuying
mutualfundsgoesdown
#5Timingthemarket
Helpsyoutoavoidtimingthe
market
Step 1: Identify various financial goals
Invest your money to meet a
specific financial goal.
So, the first step is to identify
your short-, medium- and long-
term goals.

3. Step 2 : Look at your financials and risk appetite
Once You have a list of your financial goals, it is important to
achieve them on time. For this, it is necessary to take a look
at your financials.
• What are your expenses and savings each month?
• How much money can you afford to invest in mutual
funds?
• How much risk are you ready to accommodate in your
investments?

4. Step 3: Look for suitable investment options
There are different types of mutual funds in the market. Each
fund is designed to offer specific benefits. Hence, it is
necessary to explore different types and select the suitable
fund to achieve your goal.
• For instance, if you have a low-risk appetite and your goal
is to earn stable returns, debt funds might be the ideal
choice for you.
• On the other hand, equity funds or balanced funds make
more sense if you can take slight risks and are interested in
higher returns in the long-term.
Check the different types of Mutual Funds to invest

5. Step 4: Invest through systematic investment plans
A Systematic Investment Plan (SIP)
allows you to invest a specific amount in
the fund on a regular basis.
Investing in mutual funds through SIPs
can be a simple and effective way to
realize your financial goals in time.

6. Step 5: Diversify your portfolio
A well-diversified portfolio can help you reduce risk and
maximize your overall returns.
For example, if you invest only in a specific investment
option, an economic slump could possibly wipe out all your
earnings.
To protect yourself against market risk, it is necessary to
spread your investments across different asset classes (they
include equity, debt, gold etc.) and industries.

7. Thank You