Every parent wishes for the best. Not only does one want the child to have a sound education, but also wants a grand wedding. In order to fulfil these desires, it is imperative for one to follow the right approach towards planning for the important financial goals.
Archive for month: May, 2018
First-time mutual fund investors should understand the basic concept of mutual funds. For, everyone wants to pool in one’s money in certain mutual fund schemes with a view to earn high returns, but before doing so, there are many things you should be careful about.
As other investment avenues carry risk, even mutual funds carry risk while they endeavour to create wealth for you as investors in long run. Hence you should choose mutual funds based on the risk tolerance level and return expectations. Mutual fund investors can get lured by the flashy numbers of dividend payouts in percentages announced by fund houses on a regular basis in newspapers, websites etc.
Product Categorization as per SEBI Rule – Research Desk Dilzer. Dear Clients some of your schemes have undergone product categorization changes. We are aware of this change and will need to see if firstly there is a category and attributes change in the scheme and also monitor its performance and suggest changes if it does not fall in line with the stated objective, and your goals. We will revert to you individually should there be a change after monitoring the scheme attributes.
Risk / Reward is a common term in financial vernacular, but what does it mean? Simply put, investing money into the markets has a high degree of risk, and you should be compensated if you’re going to take that risk.
Once you’ve thought about your goals, considered your time horizon and risk tolerance, researched your options and made your investments. Now you can just sit back and relax, right? Not so fast. In order to maximize the performance of your investments (both individually and across the board) and ensure you’re staying on track with your specific goals, you need to monitor your portfolio – making changes and reallocation is needed.