Diwali cleaning but for your investments: How to remove risky, underperforming assets from portfolio https://lnkd.in/gb-SDpHF
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This Diwali Start investing in Mutual funds and make your future brighter Mutual fund account opening link 👇👇👇 http://p.njw.bz/42256 #Diwali #SIP #mutualfund #mutualfunds #wealth #money #future
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Fisdom research views got featured in The Economic Times 📰 Many investors often chase hot themes in momentum-driven markets, which can result in portfolios cluttered with underperforming schemes. It’s essential to take a step back, evaluate your holdings, and make thoughtful adjustments. In this article, we share practical insights on how to identify and eliminate "junk" from your mutual fund portfolio. Whether it's phasing out consistent underperformers or rebalancing an overweight allocation, the insights will help you streamline your investments. Explore the full article to learn: · What to do with underperforming schemes · How to handle NFOs that don't align with your goals · How to rebalance a portfolio that’s overweight in one category #MutualFunds #PortfolioManagement #InvestmentTips #FinancialPlanning #SmartInvesting #WealthManagement #MarketInsights #Economictimes #InvestmentStrategy #PersonalFinance https://lnkd.in/d7R576cj
The festive season of Diwali is a good reminder to filter out junk from mutual fund portfolios as many return-hungry investors end up chasing hot themes in a momentum-heavy market. Expert Sagar Shinde explains how one can clear junk from their mutual fund portfolio this Diwali #mutualfunds #portfoliomanage
How to clean junk from your mutual fund portfolio this Diwali
economictimes.indiatimes.com
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This Diwali, choose an investment that goes beyond the sparkle. Aim to invest in a brighter future. Invest Now: https://shorturl.at/IKGyn #miraeassetmutualfund #miraeasset #gold #goldetf #fund #Diwali #investment #mutualfund #goals #financialplanning #financialgoals
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👇The best investment plannings for Diwali,🪔 here are some general investment ideas to consider: Short-Term Investments: * Liquid Funds: These are mutual funds that invest in short-term debt instruments like government securities and corporate bonds. They offer liquidity and relatively low risk, making them suitable for short-term goals like Diwali expenses. * Recurring Deposits (RDs): RDs are a fixed deposit scheme where you invest a fixed amount regularly. They offer a guaranteed return and are a good option for disciplined savers. Medium-Term Investments: * Equity Mutual Funds: These funds invest in stocks of various companies. They offer the potential for higher returns but also come with higher risk. If you have a medium-term horizon and can tolerate some risk, equity mutual funds can be a good option for wealth growth. * Debt Mutual Funds: These funds invest in debt instruments like government bonds and corporate bonds. They offer a relatively stable return and are suitable for investors who prefer lower risk. Long-Term Investments: * ELSS (Equity Linked Savings Scheme): ELSS is a type of equity mutual fund that offers tax benefits under Section 80C of the Income Tax Act. It is a good option for long-term wealth creation and tax savings. * National Pension Scheme (NPS): NPS is a government-backed retirement savings scheme that offers tax benefits and a pension upon retirement. It is a suitable option for long-term retirement planning. Additional Considerations: * Risk Tolerance: Assess your risk tolerance before investing. If you are risk-averse, consider investing in debt instruments or low-risk equity funds. If you are comfortable with higher risk, you can explore equity funds with a higher growth potential. * Investment Horizon: Consider your investment horizon. Short-term goals can be achieved through liquid funds or RDs, while long-term goals like retirement can be addressed through ELSS or NPS. * Diversification: Diversify your investments across different asset classes to manage risk. This means investing in a mix of equity, debt, and other asset classes. It's important to consult with a financial advisor to get personalized investment advice based on your specific needs and goals. They can help you create a comprehensive investment plan that aligns with your financial objectives and risk tolerance. . . #investment #ipo #stocks #trending #market #stockmarket #fno #mutualfunds #Diwali #happyDiwali
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This 1 annual family tradition shaped my entire career. For the majority of us, Diwali represents lights, sweets and gifts. For me, it's also about the period when my parents taught me the value of savings. Each Dhanteras we contribute a part of our savings for emergencies. And that habit stuck with me. As an entrepreneur and financial advisor, having a financial cushion has been a game changer. But here is a question I keep getting: With gold and silver prices soaring, how do we invest wisely? Without gatekeeping the best options are Gold Bonds, ETFs or Gold Mutual Funds. These options aren't just investments, these are ways to build your portfolio. And what’s a better time to invest than Dhanteras? So, tell me - have you ever thought about these alternatives? Picture source: The Economic Times #investment #gold #silver #ETFs #savings #financialadvisor
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Diwali 2024 Investment Tips: 💰 Want to build wealth? Here are the top 5 strategies to strengthen your portfolio 📊✨ #Diwali2024 #InvestmentTips #WealthBuilding #FinancialPlanning Charu Agrawal
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Dear connections! I am happy to share that my article is covered by The Economic Times on " From diyas to dividends: A Diwali guide to mutual fund investments". Do give it a read :) https://lnkd.in/gErE4U3j
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Mutual Funds: Planning to invest this Diwali? ✨ 🪔 These are the sectors you can explore to invest and grow your wealth! #Diwali #Investing #MutualFunds #Growth #HighGrowthSectors P.S. Let us know if there any other sector you are bullish on
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🔹Equity Mutual Funds delivered up to a 74% Return since last Diwali! 🔹Sectoral and thematic funds led the chart! #MutualFunds #DiwaliSpecial #Festivals #Diwali2024 #investments #HDFC
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Illuminate Your Financial Future with the SIP Diya This Festive Season This Diwali, let the auspicious Diya of SIP (Systematic Investment Plan) light your path to prosperity. SIPs in equity mutual funds offer a disciplined approach to investing, helping you fulfill your financial dreams. From securing your child’s bright future and planning a grand wedding to ensuring a relaxed retirement and enjoying family vacations, SIPs can support your aspirations. Celebrate the festive season by staying invested and watch your savings grow steadily. Invest smartly with DK Finserv and make your financial goals a reality. Disclaimer: Mutual fund investments are subject to market risks. Please read all related documents carefully before investing. #dkfinserv #sip #mutualfund
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