Investing is a process that involves assessing the investor's temperament, goals, and financial needs, before matching it to the appropriate products. All this requires a certain process. If you have some doubts/questions, you can share your contact details with info(at)finsherpa(dot)com so that one of our Sherpa can guide you. You can call us at 91592 69900 Thanks Team FINSHERPA
Very good sir, supported my view of partial profit booking in mf. Otherwise nobody says to book profit in mf, which i can't tolerate in a sudden downfall of market..
No two of us have the same temperament, so if you do have the profit in the portfolio and you would like to rebalance the portfolio as per your desired asset allocation, you must move from Equity to debt to the extent of the profits atleast.
Hello sir, What if I have a high risk appetite and have 100% of your money in equity mutual funds? I'm 25 and is it better to stay invested for long term now and start balancing or moving towards debt instruments as I age? Or should I book profits by selling everything when market is high, and buy more units when the market moves to a lower position than when I sold them?
@@anirudh199820 as mentioned by you as you have a higher risk appetite and a longer term horizon, you may stay invested without booking profits..am sure it would lead to a long term good gains, however make sure you have some other source of liquidity for your emergencies. There is no one size fits all in these matters. Hope this clarifies.
Investing is a process that involves assessing the investor's temperament, goals, and financial needs, before matching it to the appropriate products. All this requires a certain process.
If you have some doubts/questions, you can share your contact details with info(at)finsherpa(dot)com so that one of our Sherpa can guide you. You can call us at 91592 69900
Thanks
Team FINSHERPA
Very good sir, supported my view of partial profit booking in mf. Otherwise nobody says to book profit in mf, which i can't tolerate in a sudden downfall of market..
No two of us have the same temperament, so if you do have the profit in the portfolio and you would like to rebalance the portfolio as per your desired asset allocation, you must move from Equity to debt to the extent of the profits atleast.
Hello sir, What if I have a high risk appetite and have 100% of your money in equity mutual funds? I'm 25 and is it better to stay invested for long term now and start balancing or moving towards debt instruments as I age? Or should I book profits by selling everything when market is high, and buy more units when the market moves to a lower position than when I sold them?
@@anirudh199820 as mentioned by you as you have a higher risk appetite and a longer term horizon, you may stay invested without booking profits..am sure it would lead to a long term good gains, however make sure you have some other source of liquidity for your emergencies. There is no one size fits all in these matters. Hope this clarifies.
@@anirudh199820considering your age... Stay in the market and watch closely to learn the situations.
Excellent video and new things learned. Essential at this point in time while the market touches the peak 🎉
Glad to know the video helped, Sara Raja. Stay tuned, we are working on more videos. 🎉
what if both gold and Equality goes down and we still need to pay exit load and entry cost and TAX
Great information
Thank You, glad to know the video is helpful.
What are good India focused equity MFs for NRI customers? in USD/GBP/EUR
Then it can't be profit booking is not it? 😊