How Mutual Funds Can Help In Successful Financial Planning

How Mutual Funds Can Help In
Successful Financial Planning

• Well crafted financial plans are extremely critical
to ensure long term wealth creation and are the
hallmark of financial prowess.
• Mutual funds have emerged as an attractive
investment option for all types of investors in
recent years.
• While the local equity markets have been soaring
and hit record highs consistently, the participation
through Mutual Funds also increased intensely.

What is SIP?
Systematic Investment Planning (SIP) has become a popular way of
investing in financial markets.
A SIP allows investors to make regular, equal payments into a mutual fund
for a period of time instead of one-time payment.

Benefits of SIPs
SIPs are light on the wallet
SIPs make market timing irrelevant
SIPs enable upee-cost averaging
SIPs benefit from the power of compounding ; and
SIPs are effective medium for goal planning
Investing in mutual funds of various types offers the much needed diversification. Your investable funds
are spread among different asset classes like stocks, bonds, government debt etc, thereby reducing risks
and optimizing returns.
Remember that because the mutual funds are professionally managed by fund managers adept in
understanding the various factors impacting markets and the economy, your investments are in safe
hands and you stand a much better chance of achieving of your financial goals.