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Process is the basis on which the fund manager decides the approach of the fund and deciding which stocks to buy, when to buy and when to sell them.
Process is important for both fund managers as well as investors as it gives predictability to the investment approach and clarity of purpose.
Process cannot be narrowly designed where it only works in certain market conditions and neither can it to too broad based. Investors should have a clear understanding of the process.
Buy equity when you have a surplus and sell it when you need the money can be a simple rule that many investors can follow. Investors can have a SIP between 30-60 years and a SWP from 60 years on.
Investors can also set simple rules where based on certain market indices levels, they will buy, sell, hold or do a top-up. Do not do a top-up if the valuations are above the comfort zone.
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