Investor Dost

I have invested in a few mutual funds in 2008 & 2007, due to the nature of my job i was not able to track it for quite some time. I am a first time investor. I am giving the names and type of the mutual funds i am holding right now, please suggest me as of what to do with it - sell / hold / change from dividend to growth option / change to another plan in the fund house / etc.your suggestions will be very valuable for me ,
1 .Sundaram Select Midcap - Regular Plan (D)
2.DSP BlackRock India T.I.G.E.R. Fund - Regular Plan (D)
3.Franklin India Flexi Cap Fund (D)
4.Kotak Opportunities Fund (D)
5.Reliance Vision Fund - Retail Plan (D)
6.SBI Magnum Global Fund (D)
your inputs are very valuable for me
thanks and regards.

If you are planning to invest your money in equity funds, there are plenty of options in front of you. Broadly the equity funds can be categorized into index funds, diversified funds and sectoral or thematic funds.

Your friend could have told you index funds are safe and cost effective. Your colleague could have told you, infrastructure is going to be the next big theme. So invest in infra funds. As an investor you are confused with the information overload and would like to choose the right type of fund for you. I will unveil this to you today.

http://holisticinvestment.in/diversified-vs-index-fund


Regards,
Ramalingam K, MBA, CFP,
Chief Financial Planner,
Holistic Investment planner private Limited,
Www.holisticinvestment.in

When committing mutual funds SIP you need to take into account a few things. One of the most important is to decide on committing SIP for short term or long-term.

You may find the answer in the below link.

http://holisticinvestment.in/mutualfund-sip

Regards,
RAMALINGAM K, MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment.in

If you are planning to invest your money in equity funds, there are plenty of options in front of you. Broadly the equity funds can be categorized into index funds, diversified funds and sectoral or thematic funds.

Your friend could have told you index funds are safe and cost effective. Your colleague could have told you, infrastructure is going to be the next big theme. So invest in infra funds. As an investor you are confused with the information overload and would like to choose the right type of fund for you. I will unveil this to you today.

http://holisticinvestment.in/diversified-vs-index-fund


Regards,
Ramalingam K, MBA, CFP,
Chief Financial Planner,
Holistic Investment planner private Limited,
Www.holisticinvestment.in

Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.

More details of PMS and should you invest or not in PMS is available in the link.
http://holisticinvestment.in/Portfolio-Management-Scheme
Regards
RAMALINGAM K, MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment.in

Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.

More details of PMS and should you invest or not in PMS is available in the link.
http://holisticinvestment.in/Portfolio-Management-Scheme
Regards
RAMALINGAM K, MBA, CFP,
CHIEF FINANCIAL PLANNER,
HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.
www.holisticinvestment.in