1 / 5

Pritam Deuskar - Investing for goals using mutual funds

Mutual funds are classified into four types: money market funds, bond funds, stock funds, and target date funds, each with its own set of characteristics, risks, and rewards, said Pritam Deuskar. Mutual funds also provide asset allocation funds that can be tailored to your life stage, gradually reducing your exposure to volatile assets and shifting to more stable options as you age. These funds are a good choice if you want to delegate asset allocation rebalancing to the fund manager. Visit wealthyvia if you want to plan your financial goals with Mutual Funds.<br><br>

Pritamdeuskar
Download Presentation

Pritam Deuskar - Investing for goals using mutual funds

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. INVESTING FOR GOALS USING MUTUAL FUNDS

  2. Pritam Deuskar - In recent years, mutual funds have emerged as one of the most popular investment options. It has aided investors who want to build significant wealth in the long run. Most financial planners rely heavily on mutual funds to assist their clients in meeting their long-term and medium-term financial objectives. Mutual funds are an investment vehicle that allows you to invest in a variety of assets. One of its most notable characteristics is its adaptability. Mutual funds pool money from a group of investors and invest it in a variety of securities. Four types of mutual funds Mutual funds are classified into four types: money market funds, bond funds, stock funds, and target date funds, each with its own set of characteristics, risks, and rewards, said Pritam Deuskar. 1) Money market funds: Money market funds are low-risk investments that pay little interest once a month. Money market funds including those that invest primarily in government securities, tax-exempt municipal securities, and corporate and bank debt securities. Money market funds are well diversified, and because some of them invest in securities whose interest payments are not subject to federal taxes, they can provide a tax-efficient source of income.

  3. 2) Bond funds: According to Pritam Deuskar Bond funds carry more risk than money market funds because they seek higher returns. The risks and rewards of a bond fund can vary dramatically because of the many different types of bonds. Bond funds allow you to buy and sell fund shares on a daily basis. In addition, bond funds allow you to reinvest income dividends and make additional investments at any time. 3) Stock funds: A stock fund is a type of mutual fund that invests in stocks, also known as equity securities. It is distinct from bond funds and money funds. A stock fund's investment objectives, policies, and strategies will determine the types of stocks in which it will invest. 4) Target date funds: by Pritam Deuskar Target date funds are an effective investment strategy that helps investors achieve their financial planning objectives. Target-date funds provide investors with the convenience of automatically allocating assets in the fund on the first day. However, these funds can help investors improve their returns. The stress of financial planning is reduced by target date funds. Typically, investors select a target-date fund and then let their investments run on autopilot.

  4. Mutual funds for goal planning The first step is to identify the goal for which you want to invest, as well as the cost and time required to achieve it. Mutual funds are one type of investment tool that can help you achieve your financial goals. They should be chosen with your specific situation in mind, such as risk tolerance, time horizon, and so on. This is where mutual fund investments can be advantageous. Whatever your objectives are, mutual funds can help you achieve them. Mutual funds also provide asset allocation funds that can be tailored to your life stage, gradually reducing your exposure to volatile assets and shifting to more stable options as you age. These funds are a good choice if you want to delegate asset allocation rebalancing to the fund manager. Visit wealthyvia if you want to plan your financial goals with Mutual Funds.

  5. About Pritam Deuskar Pritam Deuskar is a SEBI registered research analyst. Pritam has worked in stock market research and business analysis for the last many years. He had earlier worked with reputed portfolio management companies and PMS houses. His views, interviews and articles have been published in all leading financial newspapers and TV channels like CNN, CNN Bazar, Moneycontrol, Economic Times, Business Standard, and so on.Pritam Deuskaris known for small and mid-cap multibagger companies and finding them at a very early stage has been his forte. He has worked with both private and institutional clients. If you need more information, you can check out the wealthyvia.

More Related