What is an Investment Portfolio; How to do Asset Allocation & Portfolio Management - 5paisa
Learn about Creating and Managing Investment Portfolio as a new investor in the market. Understanding few important things & terms before investing is important i.e., risk tolerance, asset allocation, rebalancing of portfolio etc. #createinvestmentportfolio #portfoliomanagement #5paisa
Know about What investment Portfolio is and how it can help us gain higher returns in longer run using diversified portfolio from start looking at our risk tolerance level. Get to know about rebalancing of funds after 4-5 years looking at the returns on investment.
To better understand the next steps, please refer to the time stamp:
00:00 – Introduction
00:47 – Risk Tolerance
01:20 – 5 steps to create and manage Investment Portfolio
01:30 – Step 1: Basic Requirements
02:10 – Step 2: Understanding your Risk Tolerance
02:45 – Step 3: Analyzing Asset for Allocation
03:50 – Step 4: Rebalancing of the Assets
04:10 – Step 5: Analyzing Assets for Rebalancing of portfolio
04:35 – How to create a portfolio with real time example
06:14 – Bifurcation of funds
08:15 – How to rebalance money Invested after 4-5 years
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✅Open a Demat Account: https://bit.ly/3ROayRW
📱Download 5paisa App: https://bit.ly/3olr7ag
🔎Explore Mutual Funds: https://bit.ly/3aRReTc
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Easy Steps to Invest in Mutual Fund through 5paisa App:
Step 1: Login to your 5paisa Account. Click for MF Option
Step 2: Search for your preferred mutual fund scheme & Select the best mutual fund
Step 3: Select the investment type - SIP or Lumpsum
Step 4: Enter Amount and Click in Invest Now
Step 5: Proceed to Payment to invest through UPI or Net Banking
Step 6: Complete the mandate process for continuous SIP Installments
Step 7: Check Oder Details
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▶️ What is SIP and How do SIPs work? Advantages of Systematic Investment Plan: https://www.youtube.com/embed/s_IkWX5...
▶️ What are Mutual funds? Know Types of Mutual Funds For Beginners To Invest: https://www.youtube.com/embed/Hnd2J8y...
▶️ What is the power of compounding? How Compounding Helps in Higher Returns: https://www.youtube.com/embed/N_FdC-H...
▶️ Difference Between Direct & Regular Mutual Funds, Benefits of Direct Mutual Funds: https://www.youtube.com/embed/T59pn6r...
▶️ Top 5 International Mutual Funds To Invest | Advantages of Investing in International Mutual Funds: https://www.youtube.com/embed/3Fb2NKZ...
▶️ How to do Asset Allocation of Mutual Funds? | Best Asset Allocation Strategy by Mutual Funds Talks: https://www.youtube.com/embed/63VEack...
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Disclaimer: Investment in securities market are subject to market risk, read all related documents carefully before investing.
◾ Brokerage will be levied flat Rs.20/- per trade and not on percentage basis, brokerage will not exceed the SEBI prescribed limit. The securities quoted are exemplary and are not recommendatory.
◾ Such representations are not indicative of future results. Digital account would be opened after all procedures relating to IPV & client due diligence is completed. Mutual Funds: 5paisa is a regd. Mutual Fund distributor with AMFI | Insurance: Through group co. regd. with IRDA | US Stocks: For investing in US Stocks we have partnered with Vested which is US SEC regd. Investment Advisor.
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