5 Habbits of Successful Investor

1. #5 Habits of ‘Highly’ Successful Investors

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 Investing VS Trading What I Do What should I do I Trade 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*) • • If the share price falls due to negative change in company fundamentals, I would not book losses • I should invest in companies with good track record and recommended by Best Investment Guru’s. • * Return as on 26 June 2015. Source AdviseSure Research

5. # 2 Habit Diversification What I Do What should I do • When I get a news, I normally invest most of my money inone single share I should ideally invest my money inBunch of shares 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. # 3 Habit Follow One Strategy What I Do What should I do • • I trade on tips given by Many ‘Stock Market Experts’. Incase the price does not increase, I do not go by stop loss suggested fundamental technical experts. It is essential that I follow one single strategy. • It is necessary that I should not rely on short term tips. Also incase I do invest, I should strictly adhere to Stop loss Advised • I follow both and

7. # 4 Habit Tax 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

8. # 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

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11. 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

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