10 tips to build and track your mutual funds portfolio
CA Shaifaly Girdharwal
Litigation and Consulting GST, PMLA, Benami , NCLAT and other economic offence at Ashva Legal Located at Delhi, Faridabad , Ahmedabad, Surat, Vadodara,Mumbai , Pune, Nashik, Gurgaon,
How to invest in mutual funds?
How to build a mutual fund’s portfolio?
How to track my mutual fund’s portfolio?
When should I book profits ?
When should I make additional/top up investments?
How to choose the best mutual funds for my portfolio?
How to make income tax savvy investments?
If you have any of these dilemma in your mind you should read this article.Let us start with our first concern.
How to invest in mutual funds?: We can invest in mutual funds via two routes.
First is through a financial advisor or broker:In this route generally investor also gets the advisory on which funds to pick. Other services will also be provided by the advisor like access to your statements when you ask for it or at fix time intervals. Some brokers also provide for online windows for investment once you are registered with them. All you need to do is to login and make purchase in the scheme you desire and make instant payment via online route.
Second route is direct. SEBI also allow an investor to invest directly into the fund without any advisor. Investors who track their portfolio themselves and who don’t want to take services of an advisor can choose this option.
Read full article at https://consultease.com/investment/10-tips-to-build-and-track-your-mutual-funds-portfolio/#.VxXIz_l97IU