#simpletip #mutualfunds
How to ensure right Mutual Fund buy?
Any mutual fund scheme should match few things -
A- Investors Risk Profile with the funds risk offering
B-Investors Investment psychology with fund managers investing psychology
C-Fund Objective - Investors objective with funds objective,including holding period and returns expectation and generation
Simple and Effective. If this 3 not done probably, very high chances, the investor not being happy
Thoughts ?
#FNquote #financialplanning #cfp
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