Do Not Get Affected By Market Noise

Sunil Ghai used to be a traditional saver until he met Sandeep Garg, an Independent Financial Advisor (IFA) in early 2014. While Sunil had a regular investible surplus, it found its way into the traditional investment products and insurance policies. As Sandeep helped Sunil frame his investment strategy for long term wealth creation, his first step towards his financial planning was to chalk out an investment plan suiting his financial goals and risk appetite. Since Sunil was familiar with mutual funds through the ‘Mutual Fund Sahi Hai’ campaign by the Association of Mutual Funds in India (AMFI), convincing him to invest was not a challenge. Pleasant investment experience is indeed vital, especially for the new retail investors. Initially, in 2014, Sunil had to shift a lump sum from traditional investments to mutual funds. Later, a Systematic Investment Plan (SIP) of Rs...