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Showing posts from February, 2019

EVOLVE FINANCIALLY WITH AN ADVISOR

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  According to the third CFA institute investor trust study survey covering 3,127 retail investors and 829 institutional investors worldwide, 70% of Indian investors work with professional advisers compared to 54% globally; 81% of these began work with advisers in the past six years. Of these Indian investors, 31 %  investors listen to primary advisers, 30% depend on online research and 19% take advice from friends and family. The investor looks for someone who will act in their best interest and can achieve high returns. In another survey, sixth-annual Legg Mason Global Investment Survey ( LMGIS ), 44 %  investors with financial advisors in Jaipur  feel that volatility is “positive – if managed properly” as against 27% without advisors. This indicates that investors with advisors are more likely perceive volatility as an opportunity. The chart below is reproduced from a survey report of IIMS Data works Survey and shows with whom would Indians trust their mon...

Invest in Mutual Funds With SIP

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Among the numerous mantras of investment, market temporal order is the most ordinarily used one, wherever investors look to speculate book profits and exit very often. There are also conservative followers of the "invest and hold" strategy. At constant time, there are those that believe that portfolio rebalancing across quality categories like equity and debt may be a must. There are many theories of investment, retail investors are happier by merely investment systematically. Because it is believed that since nobody will time the markets systematically, there's no purpose in chasing this  strategy. One ought to search for the price averaging theory, popularly referred to as systematic investment set up (SIP). Systematic Investment set up (SIP) may be a good monetary designing tool that helps you build wealth, step by step, over an amount of your time. You'll be able to begin a SIP for Rs. 2500 per month and get pleasure from the ability of change of in...