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4 Mutual Funds Investment Tips That Will Make You a Successful Investor

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Earning ample of money to have a luxurious lifestyle is a dream of every individual whether it is a man or a woman. It is impossible for everyone to earn vast sum of money like a company owner but still, one can easily earn a handsome income with hard work in a legal way to afford a lavish lifestyle. For such lifestyle, mutual funds emerges as a wealth building tool where you can freely invest your surplus money in the mutual fund schemes that suits well to your investment portfolio & financial objective.

Saving is a good habit and we all save money throughout our life in order to face the future financial circumstances or unexpected mishaps in our life. But small savings are not enough to fulfill the future requirements. Investment in mutual fund schemes offers attractive returns to the investor after the maturity of a policy than other saving methodology like postal account, bank fixed deposits and amount deposited in recurring account. Investment in mutual fund schemes applies an easy investment procedure and is very helpful in building a stable financial wealth.

For young investors, here are some special tips for mutual funds investment which will help you to achieve strong financial wealth:

Invest through Systematic Investment Plan: Systematic Investment Plan or SIP is the most preferable investing option which one can start easily with a monthly minimum pay of R 500 at the regular time for a stipulated time interval. SIP offers costs of an averaging benefit to the investor. Investing a decent sum in a wise mutual fund scheme regularly will generate profitable income to your portfolio after completion of a plan terms.

Click here to know what are the advantages of SIP investments

Focus on Long Term Financial Goals: Investing in a long term financial goal is a key factor to attain financial stability and to build strong financial wealth. Investors are provided with different schemes to invest his or her hard earned money like debt funds, equity funds and hybrid funds. All these schemes are especially designed to attract people belonging to different segment to invest and participate actively in mutual funds. For those inventors who’re not comfortable with investing for long term financial objective, mutual funds also facilitates some specific short term schemes but the return on investment for such short term plans are very low as compare to return offered for long term investment goal.

Check our blog Why Long Term Investing in Mutual funds is best for Future Investment?

Monitor Your Current Investment: Choosing a wise investment plan with help of your financial planner is not enough to attain financial stability for future. Investors are always advised to timely review their portfolio for maintaining the balance of returns.

Remove Under Performers From Your Portfolio: This is the most valuable aspect of perfect financial planning. Many times, investment in under performer’s mutual fund schemes didn’t give desirable return to the investor. Therefore, investor should take advice from financial advisor to discard the unproductive mutual fund schemes from their portfolio because investment on such schemes is merely a waste of precious time and money.

These are the important tips which every investor must follow while investing in a mutual fund scheme.

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Mr. Ajay Kumar Jain, M.Sc, Chairman And Managing Director
Being the Chairman And Managing Director, he focuses on holistic investment planning and wealth management and tries to make investment planning simpler for retail and HNI investors. Investor education is one of the prime things that Mr. Ajay Jain focuses on as he believes financial education is the foundation of successful investing. With over two decades of experience, Mr. Jain has made a mark in the Indian mutual fund industry due to his compassion and sheer hard work.

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