#5 Habits for Wealth Creation

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 term returns,which leads to more losses than profits.

• I look for short term Tips on which I canmake money

• 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 Guru’s.

* 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 Bunch

of shares and not in one single share

• 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 ‘Stock

Market Experts’. Incase the price doesnot increase, I do not go by stop losssuggested

• I follow both fundamental and

technical 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 don’t check tax implications before

Investing 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 save

charges

• I can save all commissions on Mutual

fund with Offline Mutual fund transaction

What I Do

• I pay 0.3% brokerage to my broker on

the trade Amount

• I don’t consider the Commission made

by Agent on Mutual funds

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