Wealth Forum Tv

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

Share this Video :
More From :saat phere
More From : Gautam Roy Sinha
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.

Submit Your Comments
(Type INV if you are an investor)

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Copyright 2017   All Rights Reserved.Wealth Forum Ezine