Showing posts with label Portfolio. Show all posts
Showing posts with label Portfolio. Show all posts

Financial portfolio - Key Considerations

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Lets look into key considerations that needs to be addressed while building a portfolio:

Capital Appreciation: This is by far the single most important and obvious motive behind building a sound financial portfolio. Investments made should provide real growth post-tax and post-inflation over long period of time. Asset class selected has bearing on how much appreciation can be expected at long term over whole portfolio. While equity, real estate can provide

Consolidated statement of Mutual Fund investments

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Do you find it tough to keep track of all your mutual fund investments? If you are investing in Mutual Funds for some time now, your investments will be spread across AMCs, fund types and registrars and different channels (online platforms like ICICIDirect, brokers or Direct). It takes lots of time and effort to consolidate these scattered investments and get a single portfolio view. Now there is help.