Investment Plan ( How to be rich) invest in Mutual fund by SIP
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Transcript of Investment Plan ( How to be rich) invest in Mutual fund by SIP
1
Why Invest ?
Children’s education / marriage Medical Emergency Retirement Aspirational goals – House , Foreign Holiday Other Obligations
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Performance of various asset classes
Cumulative annualized returns of different asset classes .
Equity – C
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Systematic Investment, An example
Rahul & Viru are two friends. Rahul decides to invest using SIP
whereas Viru decides to make lump sum investment.
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Three common reasons for not investing
I don’t have enough money to invest I am too busy making money to worry about managing
it I don’t have the time or expertise to follow the market
movements and make investments at the right time.
SYSTEMATIC INVESTMENT PLAN
is the only answer to all reasons.
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Investment made easy – SIP
SIP is an investment program that allows you to contribute a fixed amount (as low as Rs.1000 )in mutual funds at regular intervals.
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How to make Sip work for you ?
Set your financial goals Identify the schemeDecide the SIP amountLook for a long term commitmentAim for the big pictureStart investing.