It takes time in assessing an advisor’s true calibre. Apart from checking his qualifications, it s important to ensure that both of you are on the same wavelength. Here s a checklist
Mutual fund investors no longer need to re-do the KYC for their existing MF folios. Earlier, failure to do so would have blocked them from transactions from April 1, 2024.
The decision to invest in large-cap funds hinges on your circumstances and investment objectives. Although large-cap funds may present lower potential returns compared to smaller companies, they have the potential to deliver consistent and stable growth over the long term.
Specific sectors might experience positive outcomes from the proposals in the recent interim budget. Nonetheless, adopting a well-rounded approach is crucial before determining when, where, and how to allocate funds for optimal returns.
Experts advise a cautious but optimistic approach to managing mutual funds in a rising market. Remember, diversification, discipline, and a long-term view are key to success, regardless of market fluctuations.