#5

Habits for Wealth Creation

I face these challenges

Knowledge

Market is too volatile

Too Many Products

Less Time

Hidden Charges

Too much Information

So What Should I do

# 1 Habit

Investing VS Trading
What I Do
I Trade in shares for short term returns,
which leads to more losses than profits.
I look for short term Tips on which I can
make money
If the share price falls due to negative
change in company fundamentals, I
would not book losses
* Return as on 26 June 2015. Source AdviseSure Research

What should I do
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

track record

good

and recommended by
Best Investment Gurus.

# 2 Habit

Diversification
What I Do

What should I do

When I get a news, I normally invest most

of my money in one single share

I should ideally invest my money in Bunch

of shares and not in one single share

Normally I invest only in Fixed Deposit

and have no investment in any other
product, although I am not happy with the
returns

I should invest in Multiple products

such as shares, mutual funds, bonds, gold
ETFs

# 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

It is essential that I follow one single

strategy.

both fundamental
technical experts.
follow

and

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

# 4 Habit

Tax Efficient Investing

What I Do
I dont check tax implications before
Investing in any product.
The returns earned are not enough to
offset my tax liabilities

What should I do

I can do tax efficient investing which will

increase my overall returns by Investing in products with tax free
returns. Or
Investing in products which gives tax

deductions

# 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 dont consider the Commission made

by Agent on Mutual funds

I can save all commissions on Mutual

fund with Offline Mutual fund transaction

We Offer
Advisory Fees Rs. 365 Per Annum
Customized advise only for you
Regular Review and Rebalancing
Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
Substantial Savings in Commission
( Optional)

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@Rs. 1 per day

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