Upload
advisesurecom
View
222
Download
0
Embed Size (px)
DESCRIPTION
How to Get best returns from investments. Principles of investing. Best Investment Advice. Investing is an Art and all as per research all Successful investors follow same pattern of investing. One can follow the pattern and create returns
Citation preview
#5Habits of
Highly Successful Investors
I face these challenges
Knowledge
Market is too volatile
Too Many Products
Less Time
Hidden Charges
Too much Information
So What Should I do ?
# 1 Habit
Investing VS Trading
What I Do
I Trade in shares for short termreturns, which leads to more losses thanprofits.
If the share price falls due to negativechange in company fundamentals, Iwould not book losses
What should I do
I should invest in shares for a LongTerm (Sensex has delivered 11.9%CAGR in past 5 years*)
I should invest in companies with goodtrack record and recommended byBest Investment Gurus.
* Return as on 26 June 2015. Source AdviseSure Research
# 2 Habit
Diversification
What I Do
When I get a news, I normally invest most
of my money in one single share
Normally I invest only in Fixed Depositand have no investment in any otherproduct, although I am not happy with thereturns
What should I do
I should ideally invest my money in Bunchof shares
I should invest in Multiple productssuch as shares, mutual funds, bonds, goldETFs
# 3 Habit
Follow One Strategy
What I Do
I trade on tips given by Many StockMarket Experts. Incase the price doesnot increase, I do not go by stop losssuggested
I follow both fundamental andtechnical experts.
What should I do
It is essential that I follow one singlestrategy.
It is necessary that I should not rely on
short term tips. Also incase I do invest,I should strictly adhere to Stop lossAdvised
# 4 Habit
Tax Efficient Investing
What should I do
I can do tax efficient investing which willincrease my overall returns by-
Investing in products with tax freereturns. Or
Investing in products which gives taxdeductions
What I Do
I dont check tax implications beforeInvesting in any product.
The returns earned are not enough to
offset my tax liabilities
# 5 Habit
Brokerage Charges
What should I do
You can take service of Brokers with Rs20 per trade brokerage and savecharges
I can save all commissions on Mutualfund with Offline Mutual fund transaction
What I Do
I pay 0.3% brokerage to my broker onthe trade Amount
I dont consider the Commission madeby Agent on Mutual funds
Advisory Fees Rs. 365 Per Annum
Customized advise only for you
Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission ( Optional)
Customized , unbiased Wealth Management
@Rs. 1 per day
Our Offer
Our Approach
Risk ProfilingKnowing-
Risk Capacity- How muchRisk you can afford to take
Risk Attitude- How muchRisk you want to take
Financial GoalsKnowing-
All Financial Goals of the life
The Inflation adjustedamount required to meetthem
Right Portfolio
Investment Products rightas per risk profile
Portfolio which is taxefficient
Buy/ Sell
With least Brokerage &Commission
With Nil hidden costs
Regular Monitoring
Of Portfolio and Markets
Rebalance Investmentswhen required
1 2 3 4 5
Financial Management @ Rs 1 per day
Wealth Creation Advice
Monthly Savings Advice
Tax Saving Investments
Portfolio Restructuring Advice
Goal Planning Online Transaction
In case you want to invest Lump Sum
In case you want to invest On Monthly basis
In case you want to Make Tax Saving Investments
In case you want to Buy and Sell any product
In case you want to Plan your Financial Goals
If you want to Restructure your portfolio
Why AdviseSure
Simple & Easy
Paperless Process
Multiproduct
Cost Effective
Online Access
Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction.
Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office..
We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us
at substantial low Cost.
You can manage your account from anywhere through multiple support points
We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience
AdviseSure Investment Advisors is Indias first only Advise platform where wehelp individual, managing personal finance. AdviseSure Investment Advisors ispart of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is aSEBI registered Investment Advisor and its associate/group company empanelledwith AMFI as a distributor .You can execute transactions with your banker, stockbroker or agent/ financial intermediary . We also offer transaction servicesthrough various associations, at a substantially lesser cost to our clients ascompared to other financial intermediaries, so that you start your financial planwith AdviseSure Investment Advisors is a safe and secure platform. Ourrecommendations rely on historical data. Historical/ past performance is not aguarantee of future returns. The information and views presented here areprepared by AdviseSure Investment Advisors. The information contained hereinis based on our analysis and upon sources that we consider reliable. We,however, do not vouch for the accuracy or the completeness thereof. Thismaterial is for personal information and we are not responsible for any lossincurred based upon it. This document is solely for the personal information ofthe recipient. The investments discussed or recommended here may not besuitable for all investors. Investors must make their own investment decisionsbased on their specific investment objectives and financial position and usingsuch independent advice, as they believe necessary. While acting upon anyinformation or analysis mentioned here, investors may please note that neitherAdviseSure Investment Advisors nor any person connected with any associatedcompanies of AdviseSure Investment Advisors , accepts any liability arising fromthe use of this information and views mentioned here. Each recipient of thisdocument should make such investigations as they deem necessary to arrive atan independent evaluation of an investment in the securities of the companiesreferred to in this document (including the merits and risks involved), and shouldconsult their own advisors to determine the merits and risks of such aninvestment.
AdviseSure Investment Advisors
CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra KurlaComplex, Mumbai 400 098, India
-------------
Website : www.advisesure.com Email: [email protected]