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4 COMMON MISTAKES OF INVESTING

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4 COMMON MISTAKES OF INVESTING

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  1. #4 Common mistakes of Investing

  2. I face these challenges Knowledge Less Time Market is too volatile Hidden Charges Too Many Products Too much Information

  3. So What Should I do ?

  4. # 1 Habit Trading VS Investing What I Do ! What should I do ! ITrade in shares for short term returns, which leads to more losses than profits. I should invest in shares for a long Term( Sensex has delivered 11.9% CAGR in past 5 years*) I should invest in companies with a good track record and recommended by Best Investment Guru’s. • • • I look for short termTips on which I can make money • If the share price falls due to negative changes in company fundamentals, I would not book losses • * Return as on 26 June 2015. Source AdviseSure Research

  5. # 2 Habit Non-Diversification What I Do ! What should I do ! • • I should ideally invest my money in Bunch of shares and not inone single share When I get a news, I normally invest most of my money inone single share I should invest in Multiple products such as shares, mutual funds, bonds, gold ETFs Normally I invest only in Fixed Deposit and have no investment in any other product, although I am not happy with the returns • •

  6. # 4 Habit Tax In-Efficient Investing What I Do ! What should I do ! • I can do tax efficient investing which will increase my overall returns by- • I don’t check tax implications before Investing in any product. – Investing in products with tax free returns. Or – Investing in products which gives tax deductions • The returns earned are not enough to offset my tax liabilities

  7. # 5 Habit Brokerage Charges What I Do! What should I do! • • I pay 0.3% brokerage to my broker on the trade Amount You can take service of Brokers with Rs 20 per trade brokerage and save charges • I don’t consider the Commission made by Agent onMutual funds • I can save all commissions on Mutual fund with Offline Mutual fund transaction

  8. How we do Advisory Fees Rs. 365 Per Annum Customized advise only for you Customized , unbiased Wealth Management @Rs. 1 per day Regular Review and Rebalancing Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

  9. How we do 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment Products right as per risk profile With least Brokerage & Commission Of Portfolio and Markets All Financial Goals of the life Risk Capacity- How much Risk you can afford to take The amount required to meet them Inflation adjusted Portfolio efficient which is tax With Nil hiddencosts Rebalance when required Investments Risk Attitude- How much Risk you want to take

  10. Financial Management @ Rs 1 per day Wealth Creation Advice Monthly Savings Advice Tax Saving Investments In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments Portfolio Restructuring Advice Online Transaction Goal Planning If you want to Restructure your portfolio In case you want to Plan your Financial Goals In case you want to Buy and Sell any product

  11. Why AdviseSure Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Simple & Easy Paperless Process Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience We are not Pushing Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However,you can also transact through us at substantial low Cost. Cost Effective Online Access You can manage your account from anywhere through multiple support points

  12. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com

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