Mutual FUND

21/04/2025

Why Mutual Funds Sahi Hai..
For LONG TERM ?
A small One-time Lumpsum Investment of 1 Lakh has become
3 Crores 76 LAC
Date of Lumpsum Investment - 8 October 1995
Today’s Date - 20 April 2025
Tenure Completed - 29 Years & 5 Months
Returns - 37,513% in
29 Years 5 MONTH
Amount Invested -
1 Lakh SINGLE TIME ONLY
Current Value - 3CRORE 76 LAKH
(That is 376 Times of 1 Lakh)
Many people could not even imagine accumulating the corpus of 3.76 Crores in their entire life-time

THIS MESSAGE SHOWS
POWER OF MUTUAL FUND IN LONG TERM.

NOT RECOMMENDATION OF ANY FUND

06/03/2025

EVERY CORRECTION IS BUYING OPPORTUNITY

INVEST MORE WHEN MARKET DOWN

A 10% correction every now and then

A 20% correction once in 1-2 years

A 50% correction once/twice in a decade

Is NORMAL in equity. You cannot avoid this in your wealth creation journey.

If this scares u , gives u anxiety , do not invest in equity!

31/01/2025

You see the BMW car but not the ₹50 lakh car loan.

You see the Dubai trip but not the ₹5 lakh credit card debt.

You see the luxury watches & clothes but not the ₹0 in retirement savings.

Social media is just a highlight reel. Don’t let it mislead you. 😎

30/01/2025

आज व्हाट्सएप पे एक मैसेज आया की मे पिछले 6 महीने से म्यूच्यूअल फंड मे इन्वेस्ट कर रहा हूँ। 8 लाख इन्वेस्ट कर चुका हूँ जिसकी वैल्यू 7.5 लाख के आसपास है। क्या मुझे इसमे इन्वेस्टमेंट जारी रखना चाहिए? क्या भविष्य मे मुझे अच्छे रिटर्न मिलेंगे या अभी जो इन्वेस्ट किया वो निकाल लूं?

मेने पूछा इसके पहले आपने कहाँ -२ इन्वेस्ट किया है?

उनका जवाब था कुछ FD's और PPF मे लगभग 10 साल से निवेश कर रहे हैं ।

मेने पूछा आपके PPF मे निवेश की वैल्यू कितनी है अभी?

उन्होंने कहा उन्हे इसकी जानकारी नहीं, देख के बताना पड़ेगा।

मेने कहा एक इन्वेटमेंट आपका 10 साल से है और आपने उसको देखा नहीं वो कितना हुआ है और म्यूच्यूअल फंड मे आप आपना पोर्टफोलियो रोज चेक कर रहे हैं?

ऐसा कैसे चलेगा भैया? 😄😀

31/10/2024

21/08/2024

Like we regret today, after 10-15 years we may look back and again regret not investing in equities.

Invest small amount each month, the best way to stay away from regretting later.

19/06/2024

8 Steps to a Successful Investment Journey

1. Invest to achieve financial goals
2. Don't play with emergency fund
3. Never ignore health & life cover
4. Hold a certain amount of cash
5. Control fear, greed, and envy
6. Focus on reducing debt
7. Fix the mistakes
8. Be disciplined

26/04/2024

Most of the wealth creation in SIP happens after 7th year

Suppose
Your corpus become x : after 7 years
It becomes 2x: after 10 years
It becomes 3x: after 12 years
It becomes 13x: after 20 years
it becomes 26x: after 25 years

24/04/2024

सोना नीचे आया तो खुशखबरी और मार्किट नीचे आता है तो खूनी खेल?

दरअसल मार्किट का गिरना भी निवेशकों के लिए खुशखबरी ही होता लेकिन उसके लिए निवेशक वाली मानसिकता होनी चाहिए।

23/04/2024

After every 10 years..
*NIFTY became SENSEX*

*In 2004👇*
NIFTY - 2000
SENSEX - 6500

*In 2014👇*
NIFTY - 6500
SENSEX - 22000

*In 2024👇*
NIFTY - 22000
SENSEX - 74000

*In 2034*
*NIFTY - 74000❓*

_*Think Long Term..*_

01/04/2024

𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝘁𝗵𝘂𝗺𝗯 𝗥𝘂𝗹𝗲 :

✔️ Mutual funds: 5-7 only in a diversified portfolio

✔️ Insurance: Term plan with yearly premium once.
Minm cover 10times of annual income

✔️ Health Insurance: 10 lakh Minm cover medical checkup every year
+ Super Top-Up

✔️ Credit card: Only 1 and use wen you are out of liquidity and pay before due date.

✔️ Saving account: Maximum prefer 2 only

✔️ Locker: Not more than 1.

✅Nominee must in all investments

✅Top up in your investments when markets goes down

✅ Review your portfolio once in year

✅ increase your investments evey year by 10%

✅Make new investment
every year

✅Create will and succession planning for family

✅ Discuss all above points with your financial Advisor