4

#4

Common mistakes of
Investing
Common mistakes of
Investing

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

Over Engage In 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 can
make money

* Return as on 26 June 2015. Source AdviseSure Research

What should I do !
I should invest in shares for a

Term(

long

Sensex has delivered 11.9%

CAGR in past 5 years*)
I should invest in companies with a good
track record and recommended by Best
Investment Gurus.

# 2 Habit

Put all Eggs in one Basket

What I Do !

What should I do !

When I get a news, I normally invest most

of my money in one single share

I should ideally invest my money in Bunch

of shares and not in one single share

Normally I invest only in Fixed Deposit

and have no investment in any other
product, although I am not happy with the
returns

I should invest in Multiple products

such as shares, mutual funds, bonds, gold
ETFs

Right Portfolio Allocation as per

your Risk Profile

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# 4 Habit

Pay Huge Tax on Returns

What I Do !
I dont check tax implications before
Investing in any product.
The returns earned are not enough to
offset my tax liabilities

What should I do !

I can do tax efficient investing which will

increase my overall returns by Investing in products with tax free
returns. Or
Investing in products which gives tax

deductions

# 5 Habit

High Brokerage Charges

What I Do!

What should I do!

I pay 0.3% brokerage to my broker on

the trade Amount

You can take service of Brokers with Rs

20 per trade brokerage and save
charges

I dont consider the Commission made

by Agent on Mutual funds

I can save all commissions on Mutual

fund with Offline Mutual fund transaction

Right Approach

Right Portfolio

Buy/ Sell

Regular
Monitoring

Risk Profiling

Financial Goals

Knowing-

Knowing-

Risk Capacity- How much

Risk you can afford to take

All Financial Goals of the life

Investment Products right

as per risk profile

With least Brokerage &

Commission

Of Portfolio and Markets

The
Inflation
adjusted
amount required to meet
them

Portfolio
efficient

With Nil hidden costs

Rebalance Investments
when required

Risk Attitude- How much

Risk you want to take

which

is

tax

Know right Investment

Portfolio for your
Profile

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Regular Review and Rebalancing
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In case you want to invest On

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Advice

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Transaction

If you want to Restructure

your portfolio

In case you want to Plan your

Financial Goals

In case you want to Buy and

Sell any product

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recommendations rely on historical data. Historical/ past performance is not a
guarantee of future returns. The information and views presented here are
prepared by AdviseSure Investment Advisors. The information contained herein
is based on our analysis and upon sources that we consider reliable. We,
however, do not vouch for the accuracy or the completeness thereof. This
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incurred based upon it. This document is solely for the personal information of
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