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Simple process that every investor must adoptGautam Sinha Roy, Motilal Oswal Asset Management,

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Key Take-Aways
  • 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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