Friday, 20 May 2016

KNOW MARS

(Mutual Fund Automated Rebalancing System)
Innovative and unique concept of wealth creation the mechanical way keeping greed and fear at bay.




WEALTH CREATION NOT A DAYS JOB:

Having made an investment in mutual funds or having started a SIP, you crystallized your idea of wealth creation and acted on it. That’s so good.

But you know that wealth creation is not a day’s job, for creating wealth you need to remain invested irrespective of ups and downs of the stock market for considerably long term may be 10-20 years, because the mere name “investment” suggests that it has to be nurtured first before it may give fruits.

At the start you selected the schemes on the basis of performance of those schemes…… right ?? now the schemes you selected at the time of start were good performing schemes but there is no guarantee that the schemes would remain good for 10 years after.


REVIEW YOUR INVESTMENTS ONCE IN A YEAR:

So in order to get best returns you should review your portfolio atleast once in a year or at the most in two years.

That is better said than done. As the time passes-by, we become ignorant since we have lesser time at our disposal hence we ignore reviewing our investments and  later curse the markets and the mutual funds.


KNOW ….WHAT IS INVESTING ACTUALLY:

Investing is very different from lending. Investing in bank FD is a paradoxical phrase, because when you put your money in bank FD you have not invested that money……….., you have given that money on loan to bank consequently you earn interest on the money so given to the bank.

So if its lending then you don’t need to review, but anything that is investment needs periodical control and review ………….. be it investment in a living person (like your own child’s education) or a business or an inanimate object or a financial product like mutual fund. Every investment should be reviewed and it’s performance should be evaluated from time to time.


MARS – INNOVATIVE CONCEPT – WITH ONLY YOU IN MIND:

With that idea in mind I bring for you MARS………….. an extremely innovative concept ………… it’s a mandate where I would review investments on your behalf periodically (say once in a year)……….. and change the funds which are not performing well ……………... Book such part of profits from funds which have performed well and would place them safe in liquid funds so that over a period of time you build up healthy portfolio well blended with equity and debt both in appropriate proportions.

And what’s more, for all this I would not charge any management fee and there is absolutely no hidden costs.

Interesting isn’t it………….. want to know more…………. Talk to me in confidence.


Happy investing ….wishing you health and wealth always…… all the best.

Rajiv Kapoor FCS Kanpur 9839034761


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