#4 Common mistakes of Investing

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

Trading VS Investing

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 canmake money

• If the share price falls due to negativechanges in company fundamentals, Iwould not book losses

What should I do !

• I should invest in shares for a longTerm( Sensex has delivered 11.9%CAGR in past 5 years*)

• I should invest in companies with a goodtrack record and recommended by BestInvestment Guru’s.

* Return as on 26 June 2015. Source AdviseSure Research

# 2 Habit

Non-Diversification

What I Do !

• When I get a news, I normally invest most

of my money in one single share

• Normally I invest only in Fixed Depositand have no investment in any otherproduct, although I am not happy with thereturns

What should I do !

• I should ideally invest my money in Bunch

of shares and not in one single share

• I should invest in Multiple productssuch as shares, mutual funds, bonds, goldETFs

# 4 Habit

Tax In-Efficient Investing

What should I do !

• I can do tax efficient investing which willincrease my overall returns by-

– Investing in products with tax freereturns. Or

– Investing in products which gives taxdeductions

What I Do !

• I don’t check tax implications before

Investing in any product.

• The returns earned are not enough to

offset my tax liabilities

# 5 Habit

Brokerage Charges

What should I do!

• You can take service of Brokers with Rs20 per trade brokerage and save

charges

• I can save all commissions on Mutual

fund with Offline Mutual fund transaction

What I Do!

• I pay 0.3% brokerage to my broker on

the trade Amount

• I don’t consider the Commission made

by Agent on Mutual funds

Advisory Fees Rs. 365 Per Annum

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How we do

How we do

Risk ProfilingKnowing-

Risk Capacity- How muchRisk you can afford to take

Risk Attitude- How muchRisk you want to take

Financial GoalsKnowing-

All Financial Goals of the life

The Inflation adjustedamount required to meetthem

Right Portfolio

Investment Products rightas per risk profile

Portfolio which is taxefficient

Buy/ Sell

With least Brokerage &Commission

With Nil hidden costs

Regular Monitoring

Of Portfolio and Markets

Rebalance Investmentswhen required

1 2 3 4 5

Financial Management @ Rs 1 per day

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Goal Planning Online Transaction

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

In case you want to Buy and Sell any product

In case you want to Plan your Financial Goals

If you want to Restructure your portfolio

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AdviseSure Investment Advisors is India’s first only Advise platform where wehelp individual, managing personal finance. AdviseSure Investment Advisors ispart of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is aSEBI registered Investment Advisor and its associate/group company empanelledwith AMFI as a distributor .You can execute transactions with your banker, stockbroker or agent/ financial intermediary . We also offer transaction servicesthrough various associations, at a substantially lesser cost to our clients ascompared to other financial intermediaries, so that you start your financial planwith AdviseSure Investment Advisors is a safe and secure platform. Ourrecommendations rely on historical data. Historical/ past performance is not aguarantee of future returns. The information and views presented here areprepared by AdviseSure Investment Advisors. The information contained hereinis based on our analysis and upon sources that we consider reliable. We,however, do not vouch for the accuracy or the completeness thereof. Thismaterial is for personal information and we are not responsible for any lossincurred based upon it. This document is solely for the personal information ofthe recipient. The investments discussed or recommended here may not besuitable for all investors. Investors must make their own investment decisionsbased on their specific investment objectives and financial position and usingsuch independent advice, as they believe necessary. While acting upon anyinformation or analysis mentioned here, investors may please note that neitherAdviseSure Investment Advisors nor any person connected with any associatedcompanies of AdviseSure Investment Advisors , accepts any liability arising fromthe use of this information and views mentioned here. Each recipient of thisdocument should make such investigations as they deem necessary to arrive atan independent evaluation of an investment in the securities of the companiesreferred to in this document (including the merits and risks involved), and shouldconsult their own advisors to determine the merits and risks of such aninvestment.

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