VRFC Financial Services

"Guiding Investors, Growing Wealth: The Vital Role of a Mutual Fund Distributor."

Monday
17/06/2024

Knowledge is Power

अर्थज्ञान

Do you have patience?

There were many bad events in the journey of SIP started in 2006.
Like
2006 - Housing bubble bursts.
2007 - Sub-prime mortgage crisis.
2008 - Banking & Credit crisis.
2009 - Recession - Credit Crunch.
2010 - Sovereign debt crisis.
2011 - Eurozone crisis.
2012 - US fiscal cliff.
2013 - Federal Reserve to "taper" stimulus.
2014 - Oil prices plunge.
2015 - Chinese stock market sell-off.
2016 - Brexit, U.S. presidential election.
2017 - Stocks at record highs, Bitcoin mania.
2018 - Trade Wars, rising interest rates.
2019 - India GDP 5%.
2020 - Covid Fall.
2021 - Third Wave Fear.
2022 - War & Inflation.
2023 - U.S. Recession.
2024 - War Tension.

But check the return
Invested 2.2 L
current value is 14 L
Meaning events come and go but you can create wealth only by staying invested/ disciplined way.

Focus on your investment (how much you can invest)
And don’t focus on fund, risk, market, news and returns.

Return is the byproduct of your disciplined investment.
*
VR Financial Services
Manisha Jagtap
मो. नं - 7066906076
arthseva.com
(Mutual Fund Distributor &
Insurance Advisor )
Pune/Solapur
(Disclaimer: Mutual Fund investments are subject to market risks, please read all scheme related documents carefully.)

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Contact your Financial Mentor..

Every woman is a unique gift to the universe. Happy Women’s Day!
Connect with us: https://www.assetplus.in/mfd/arthseva

Manisha Jagtap
7066906076
arrhseva.com

ज्येष्ठ नागरिक व ज्यांना निश्चित रकमेचे मासिक उत्पन्न (पेन्शन) हवे अशा गुंतवणूकदार मित्रांसाठी म्युच्युअल फंडात एसडब्ल्यूपी (SWP) सह दिर्घावधीसाठीची एकमुश्त गुंतवणूक हा एक उत्तम मार्ग आहे. कारण हा
1) एक निश्चीत उत्पन्नाचा मार्ग आहे.
2) यामुळे महागाईवर मात करेल इतपत परतावा मिळतो.
3) यातील परताव्यावर शक्यतो टॅक्स द्यावा लागत नाही किंवा नगन्य टॅक्स येतो.
4) यात मासिक उत्पन्नाबरोबर भांडवल वृध्दीही होते.
5) आयुष्यभर उत्पन्न मिळूनही वृध्दिंगत भांडवल वारसदारांना आपल्या मागे ठेऊ शकतो.

Manisha Jagtap
(Mutual Fund Distributor)
M. No. - 7066906076
Email - [email protected]
Investor App -

www.assetplus.in

Secure your future from start investing today

Thursday
26/10/2023

_Knowledge is Power_

*अर्थज्ञान*

*_The Risk of Success_*

(Understand the Opportunity Gain and Loss)

In a growing economy everyone emerges as the winner.

If you invest in a Bank Deposit you win say 7%.

If you invest in a Hybrid Fund you win say 9%.

If you invest in a Large Cap Equity Fund you win say 11%.

So when everyone earns positive returns each one believes he or she is successful.

There is no denying this.

But if you change your lens and see this from a different perspective you will discover that you may have indeed been a loser.

We are talking about the Opportunity Loss by not following Professional Advice.

What you failed to see is the 5% or 6% more that you could have earned under Professional Guidance.

This is what many people go through during their lives.

A Professional Money Manager adds processe into the system of investing.

If you follow the process of Rebalancing you may win an additional 2%.

If you follow scientific diversification with low co-relation levels in the Portfolio you may fall less than the market.

So don't measure your success by the Returns.

*Measure your failure by the opportunities you may have lost.*

*Opportunity loss will be biggest failures for many many in coming decades.*
let's revisit in 2030.

I rest my case
*****
Manisha Jagtap
(Mutual Fund Distributor)
ऑफीस नं. - 7066906076