Let’s work together to fulfil your financial goals by focusing on what you can control

When building a goal based mutual fund portfolio, Focus On What You Can Control

• Equity as an asset class has the potential to beat inflation over the long term. As Equities rarely trade at fair value, gains in equities do not accrue in a linear fashion.
• What matters is long term returns and not each year’s return.
• Markets have always been volatile in nature. Only the reasons keep changing. The market never speaks.
• How you behave in bear markets decides your long term investment returns.
• Market corrections make valuations attractive and provide a window of opportunity to enhance long term portfolio returns.
• Goals are just planned expenses at different points in our lives. From a new bike or a car to a new home, even a vacation or your child’s wedding! We all have different goals at every stage.
• Here’s where planning your investments to meet each specific goal comes in. Identify and keep investing as per your goals – short term, medium term, long term.
• Your investment portfolio should continuously attempt to reflect all your financial goals to the maximum possible extent and keep adjusting to your modified goals.
• Asset allocation simply means how much of your money should be invested in equity, debt, etc. Invest as per your Risk Profile.
• If you can identify, quantify and have a plan of action to address all of your’s and family’s financial goals, dreams and nightmares, you are most probably on the road to Financial Freedom.
• While managing wealth, due importance should be given to managing risk and taxes.
• Set up an Investment plan that allocates your assets based on your risk tolerance, so that you can sleep at night.