Hi ! I hope you all are fine and wishing you a very happy dewali. May the divine light of diwali spread into your Life peace, prosperity, happiness and good health.
Please attached finds, Long term Investments Plan in Mutual Funds. This DEMO Investment Plan has real cash flows of EQUITY MUTUAL FUNDS UNITS.
We should noted that, Mutual funds Equity schemes returns are totally based on market risk. Year 2013 is worst year for Indian share Market. Currently BSE is on all time high point however, We should noted that, BSE Index is average of Top 30 company so It’s not proper benchmark to compare over all development of Economy.
Still we have good option of Investments in Mutual Funds. These all funds are in hands of Expert personalities and by our expertise and strategy plans we can gain our desire profit. Here example is given.
See the attached DEMO analysis on Mutual Fund schemes. You are kindly requested to read following points for better understanding of Investment strategy.
01. All schemes and Net asset values (NAVs) are real and genuine.
02. This plan is based on long term Investments purpose.
03. Entry and Exit charges are not consider. (Entry load is NIL in MFs and Exit loads are depends upon scheme however, generally No Exit load charged after 365 Days from date of Investments.)
04. Tax free Investments : Equity oriented schemes are tax free from Long term capital Gains. so, after 1 year 0% Tax on gaining from Mutual funds.
05. Investment philosophy may different person by person and It’s depends on decision making on right time.
06. So these both things are purely depends on my assumptions and Here It is stated, please read first and then see the Results of formulation of strategy.
Investment Philosophy
Investments strategy = Which scheme to buy ? How much rupee should allocate
to different schemes and sector ?
Answer : My philosophy
See the attached DEMO analysis on Mutual Fund schemes. You are kindly requested to read following points for better understanding of Investment strategy.
01. All schemes and Net asset values (NAVs) are real and genuine.
02. This plan is based on long term Investments purpose.
03. Entry and Exit charges are not consider. (Entry load is NIL in MFs and Exit loads are depends upon scheme however, generally No Exit load charged after 365 Days from date of Investments.)
04. Tax free Investments : Equity oriented schemes are tax free from Long term capital Gains. so, after 1 year 0% Tax on gaining from Mutual funds.
05. Investment philosophy may different person by person and It’s depends on decision making on right time.
06. So these both things are purely depends on my assumptions and Here It is stated, please read first and then see the Results of formulation of strategy.
Investment Philosophy
Investments strategy = Which scheme to buy ? How much rupee should allocate
to different schemes and sector ?
Answer : My philosophy
|
Sector
|
Portion
|
|
Large Cap
|
35%
|
|
Diversified
|
35%
|
|
Mid cap
|
20%
|
|
Specialized
|
10%
|
|
Total
|
100%
|
Decision making
when to buy and when to sell ?
Answer : Sale at Desire rate of return. (Desire rate means which is desire before Investments and satisfies your Expectations and which is very rational with current economy scenario.)
when to buy and when to sell ?
Answer : Sale at Desire rate of return. (Desire rate means which is desire before Investments and satisfies your Expectations and which is very rational with current economy scenario.)
You are kindly requested to please write your views after visiting plan.
CAclubindia
