Investment plan : Tools for safe investment

An increased demand for achieving greater returns of funds is an important aspect of to days. But main concern is to take decision for investing funds with great care. Effective utilization of funds is an important aspect to avoid the situation where funds are either kept idle or proper utilization are not being made. Most of them employ funds manager for properly and profitably uses of funds. Another thing we see that cost of fund management should be at a minimum level.

Investment planning is an alien concept for Indian populace. Most of us spend more than half of our lives working and saving because money is most important. However, most of us spend almost no time for planning to invest hard earned money.

So, here are series of articles for methods of planning, in various investment options and as such tools for use will be available here in phased manner.

Investors: Be aware from mistakes

Many times investors make unrecoverable mistakes, which falls into deep financial loss.  Those mistakes may be common but by repeatedly committing one or several times, it effects on future investment decisions. 

So, what are common mistakes that investors make again & again.  Be alert from common & frequent mistakes:-

i.      Don’t fall into trap of ‘make easy money’

ii.      Don’t invest without planning.

iii.      New and senior citizens are advised not invest huge money.

iv.      Don’t buy stocks in one sector.

v.       Always invest gradually.

vi.      Always invest spare money.

vii.      Don’t use credit cards for investment in stock.

viii.     Consider the micro economic factor of the company.

ix.       Analyse the company & look at the fundamentals.

x.        Don’t fall into trap of ‘equity market tips’

xi.       Don’t invest into ‘over confidence’.

xii.      Prefer long-term investment.

xiii.     Don’t copy of ‘Octopus’.

xiv.     Study company’s future.

xv.      Always fix a line of loss.

xvi.      Buy shares at lowest market & sell at peak market.

xvii.     Strict to your strategy & stick to your allocation of fund.

xviii.     Don’t believe on ‘broker’.

 

Safety Precautions for Dmat account.

Dmat account is just a bank account.  Dmat accounts holds shares instead of cash.  There is urgent need to track the records of buying & selling.  For beginners some basic safety precautions are necessary in share trading.

i.           Regularly check your Dmat account. 

ii.          If you have Internet facility, on-line checking is easy.

iii.         On regular intervals, obtain a copy of bank account statement.

iv.         Every buying & selling entry must be checked.

v.          Timely pay annual fee for continuity of Dmat account.

vi.         Don’t provide personal information until you verify details of the person.

vii.         Keep changing password once every 15 days while using Internet  facility for trading.

viii.        Keep all transaction statements safely for cross check of sales &  purchase.

Tips for Stock Investment

  1. Always go for Fundamental Strong Stocks
  2. Never take Stock Market as Main Earning Work
  3. High Risk High Profit, don’t be greedy for money
  4. Be Happy in whatever you Earn.
  5. Invest in Stock Market for Long Term too
  6. Stick to Stop Loss
  7. Don’t buy on rumors
  8. Don't get obsessed with Stocks
  9. Never gamble
  10. Do your own analysis, forget about Tips
  11. Trust your Institutions
  12. Buy News Based Stocks And Play Intraday.
Avoid :
  1. Trading against a trend
  2. Not adhering to a ‘stop-loss’ position
  3. Trying to make losses back by taking greater risks
  4. Letting a profit turn into a loss
  5. Overtrading
  6. Lack of diversification
  7. Attempting to trade out of a difficult position
  8. Not having defined objectives
  9. Lack of discipline
  10. Knowing it all


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