In the context of a Mutual Fund & a Bond what do these terms mean?
Security
Holding
Position
Pls note the usuage in a company into MFs and bonds.
thanks
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Mf terminnology
Replies (2)
A security in relation to a bond investments is a document that represents the bond issuer's promise to redeem the investment in a future rate and the promise to pay the bondholder an interest on the face value of the bond
Mutual funds situation advice needed
In addition to what Mr., Asav Patel suggested as a “ going to get Married” person you may consider the important points mentioned in the below link.
https://www.rediff.com/getahead/slide-show/slide-show-1-money-a-personal-finance-checklist-for-newlyweds/20101210.htm
Regards,
RAMALINGAM K. MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment .in
SIP VS VIP
Instead of the VIP concept as an investor you can look at “asset allocation” as an investment strategy which will rebalance the portfolio between various assest classes like equity and debtd. This will reduce the risk of the over all portfolio in the long term. It is a proven and successful Investment Strategy.
Regards,
Ramalingam K, MBA, CFP,
Chief Financial Planner,
Holistic Investment planner private Limited,
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