How to Select Best
Mutual Fund for My Goal
Learn the exact strategies that helped me become Financially Independent at the age of 28.
We’re excited to announce that our next workshops are coming to your area! Check out the list of upcoming locations and register now to stay informed.
We’re excited to announce that our next workshops are coming to your area! Check out the list of upcoming locations and register now to stay informed.
What will you Learn in 2 Hours?
Understanding your risk appetite and money habits is the foundation of wise investing. Being clear about your financial goals is the first and most crucial step before making any investment decision.
It’s essential to match the type of mutual fund with the duration of your financial goal—short, medium, or long-term. Familiarize yourself with the different categories like equity, debt, and hybrid funds, and make informed choices rather than being influenced solely by past performance.
A well-diversified portfolio across different asset classes helps manage risk effectively. Balancing your investments between equity and debt based on your goals and risk appetite is crucial. Regular annual rebalancing ensures your portfolio stays aligned with your financial plan.
Higher returns are typically accompanied by higher risks. It’s important to understand your comfort level during periods of market volatility and select funds that align with your personal risk profile.
To ensure portfolio stability, consider investing in balanced or conservative funds. Diversify your investments and review your portfolio regularly to stay on track. Avoid making emotional decisions during market downturns.
Systematic Investment Plans (SIPs) allow disciplined monthly investing and benefit from rupee cost averaging. Lumpsum investments are more suitable during market dips or when you have idle funds available. Knowing when to use each approach can enhance your investment outcomes.
Equity mutual funds attract a 10% Long-Term Capital Gains (LTCG) tax on gains exceeding ₹1 lakh per year. Debt funds are now taxed as per your income slab, as the indexation benefit after three years has been removed. Investments in ELSS (Equity Linked Saving Scheme) offer tax benefits under Section 80C up to ₹1.5 lakh.
Once invested, it’s important to track your goals and review fund performance annually. Revisit your asset allocation and rebalance when needed. Keep learning and staying updated to make better financial decisions over time.
SIPs leverage the power of compounding and can help create significant long-term wealth. Even small investments grow substantially over 15–25 years. SIP truly stands for Simple, Intelligent, and Powerful investing.
Successful investing requires staying invested even during volatile times. Avoid making decisions driven by panic or greed. The keys to wealth creation are consistency, discipline, and patience.
No Questions Asked!
100% Money Back Guarantee
If you are unhappy with the class because we couldn’t teach you anything new you may qualify for our strong 100% money back guarantee and get a full refund within 7 days of your purchase as per our Refund Policy.
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Disclaimer
The information shared in this mutual fund and personal finance awareness workshop—whether conducted physically or online—is intended purely for educational and awareness purposes. It should not be considered as investment advice. For any personalized investment guidance, please consult a SEBI-registered Investment Advisor (RIA).
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