“A mutual fund can do for you, what you would do for yourself if you had sufficient time, training and money to diversify, plus the temperament to stand back from your money and make rational decisions.”
-Author Venita Van Caspel
Wealth creation is a fairly long-term venture and demands discipline in investing. As American investor Warren Buffett has said, “Never put all your eggs in one basket”. This finds relevance when someone creates wealth over the long-term as parking all the money in just one asset class can indulge in a lot of risks. Usually, mutual funds prove to be one of the most efficient ways to diversify your investments across various asset classes such as equity, debt, gold and cash. Not just that but you can even further diversify them, based on different sub-asset classes.
Under this, you would receive a list of eight mutual funds in which you can invest. Its holding would be of five years and the proportion would be recommended by us. The portfolio would require re-balancing every year and also, restore target asset allocation. Other major details are:
A report consisting of recommendations as well as a quarterly report on the performance of your portfolio will be sent via email.
Please note: This product has quite a low risk level as the portfolio consists of a proper mix of equity and debt.
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