The Mutual Fund Industry has fast grown to become an important component of India economy helping channelize household saving into the capital market.

Moreover, Mutual fund investment has become an important way citizens private investment and wealth management. in light of this, investor education is an important aspect to keep the investor well informed.

Through this article our goal is explain investment related information in simple language.

Step #1: Match Investment to Goals

Mr. Suresh, 35 yrs, wants to plan his retirement finances and provide his son’s college education. In this scenario we see goal is fix. Now Choose your investment according to your specific financial product that helps to achieve this goal.

Step #2: Research before Investing

Mr. Gupta is impressed by a scheme that claims to give 25% return in 2 years. The past record can’t guarantee future return. Invest only after reading all offer documents and analyzing the track record of the product.

Step #3: Diversify Across Investment

Mr. Sundeep, Was investing for funding his daughter’s higher education. He decides to invest his entire saving into an equity fund that earned a massive 50% return of year.
What should Sundeep do is Diversify your investments across different asset classes, sectors, geographies to minimize the overall portfolio risk.

Step #4: Focus on Goal, Not Product

Seema, Grandfather had gifted her a monthly saving product 15 year ago. So, she could use it for building her retirement corpus.
for this Avoid emotional attachment; instead know the benefits and disadvantages of your product thoroughly.

Step #5: Deal With Authorizes Agents

Ensure that your financial agents are registered with a regulatory body and authorized to provide the offered services. Also care following point before deal with agents.

• Be careful of dealing with unregistered dealers or brokers.
• beware of unscrupulous financial advisers who may swindle your hard-earned money.
• Not Hesitate to ask for and check all related documents.

Step #6: Invest Through Mutual Fund

Invest through mutual fund to ensure that your investment is managed professionally.

We Gallant Venture provide financial product distribution service provider at Bhuj, Gandhidham – Kutch
since last 10 years. Feel free To ask any consultant needed related to Mutual Fund, Insurance, Damant Account, IPT, Financial Planning etc.

Disclaimer:
This Information is awareness of Mutual Fund and general understanding. Also not intended to be as offer or solicitation for the purchase of sale of any financial product or instruments. Reader of this article are advices to take independent professional advice for before investment.

Mutual Fund Investments are Subject to market risks, Read all scheme related document carefully.