How to Invest in Mutual Funds

Client Profiling: MOSt will understand a client's profile before suggesting any investment. Profiling takes into consideration issues like your attitude towards risk, investment horizon, life stage, return expectation, investment objective, tax considerations etc.

Ø       Asset Allocation Plan: On the above considerations a long-term asset allocation plan will be       determined for the client.

Ø       Scheme Selection: Suitable schemes across the chosen asset classes will be selected.

Ø      Re - balancing: Periodic portfolio re-balancing to maintain the long-term asset allocation. A       disciplined approach of buying in a falling market and selling in a rising market will be       adopted.