Mutual fund Learning & Insights by Deepak taunk

NJ Market Update-16/06/26 Sensex:76808.48(+544.15) Nifty:23989.15(+135.25) 10yrGSec:6.86 INR/USD:94.54 Gold-24k(1gm):15009 Silver-999(1Kg):247067 Crude Oil-Brent:81.50 NJ

EQUITY EXPECTATION: The latest Equity Valuation Index by UTI MF is currently in the "Increase Equity Allocation ( Light green)" zone. In this phase, forward one year return of nifty 50 is higher as observed in past. Average 1 year returns are 14%. 93% times returns are positive. This also means that investors can consider gradually increasing equity exposure. Hybrids can be considered for lumpsum. Selective Lumpsum+ SIP mix can help in increasing equity exposure. Valuation wise, Large caps are providing comfort. Today Markets are much more palatable compared to 2 years back. Take advantage of opportunities today when markets are available at lower valuation. In long term keep focus on your goals.

Market Update-15/06/26 Sensex:76264.33(+736.38) Nifty:23853.90(+231.00) 10yrGSec:6.86 INR/USD:94.70 Gold-24k(1gm):15017 Silver-999(1Kg):251011 Crude Oil-Brent:82.79

🎯 Wealth is created by discipline, not predictions. Don't just invest. Invest with a purpose. ---- Advantages of professional support by us ✨ Seamless transaction and execution support 🎯 Goal-based investment support (Retirement, child education, etc.) 📊 Professional portfolio review at regular intervals 🎟️ Access to exclusive mutual fund events 🔄 Periodic rebalancing 👀 Monitoring of portfolio 📐 Customized asset allocation 📱 Free app and portfolio construction-related support 🎯 Curated and focused investment strategy 📢 Get market insights on a regular basis via WhatsApp To Open Your Account,Please Click on Below Link. http://p.njw.bz/36048 We can discuss in consultation call by Filling Google form. https://forms.gle/S9QjV7eyegrsWzmz8 Wishing lots of wealth with Goal Planning and personalised Mutual fund, SIF, GIFT City investment strategies. By Deepak taunk Reg no. 288057. AMFI registered Mutual find distributor Chartered financial goal planner

Would you drive a car for 5 years without servicing it? 🚗 Most people wouldn't. Yet many investors build a portfolio and then forget about it for years. A portfolio review ensures that you are in right track to reach your goals. Importantly you take action if any deviation signals start. Over time: 📈 Some funds grow faster than others 🎯 Financial goals may change ⚖️ Asset allocation can drift 💰 New investments may create overlaps A portfolio that was perfect 3 years ago may not be the right portfolio today. Think of a portfolio review like a health check-up. You do it to make sure everything stays on track. A good portfolio helps you grow wealth. A regular portfolio review helps you keep it on the right path. #Investing #PortfolioReview #MutualFunds #FinancialPlanning #WealthManagement #PersonalFinance --Deepak taunk AMFI registered MFD and SIF distributor Reg no. 288057 ⚠️ Disclaimer Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. As an AMFI-registered MFD and NISM Certified Retirement Planner, I specialize in helping professionals bridge the gap between "Today's Dreams" and "Tomorrow's Reality" through goal-based guidance and rigorous risk management. Let’s begin a strategic discussion to ensure your portfolio stays on track. 📩 Connect via DM or Email: deepaktaunk55@gmail.com

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Market Update-12/06/26 Sensex:75527.95(+1695.40) Nifty:23622.90(+461.30) 10yrGSec:6.89 INR/USD:95.07 Gold-24k(1gm):14761 Silver-999(1Kg):242295 Crude Oil-Brent:86.68

Very nice short video

2 years back someone approached me with money that he needed after about a year. After understanding the requirement, I discussed a few debt fund options. The guidance was simple, boring, and aligned with the time horizon. He laughed and said, "Why should I invest in debt funds? Momentum funds are giving fantastic returns. I can make 2-3 times more." He chose not to invest with me. To be fair, momentum strategies were doing exceptionally well at that time. The returns in 2024 looked impressive, and many investors were getting attracted to them. But there was one problem. The investment horizon was just one year. When markets became more volatile, many momentum strategies experienced sharp swings and some investors discovered about risk in these funds. Howerver a low duration or ultra short duration debt fund, while less exciting, would likely have delivered a smoother experience for a one-year goal. Now our Role is not to chase the highest recent return. Our job is to match investments with goals, time horizons, and risk tolerance. One of the biggest mistakes investors make is recency bias which is the tendency to believe that what has worked recently will continue to work in the future. When markets are rising, aggressive funds look like the obvious choice. When markets correct, the same investors often become nervous and regret their decisions. Always think of these questions before investing? ✅ What is the purpose of this money? ✅ When will it be needed? ✅ How much volatility can I tolerate? ✅ Is my portfolio aligned with my goals? A good portfolio may sometimes look boring. But boring is often what helps investors reach their goals with greater certainty. The right investment is the one that is appropriate for your goal. #Investing #MutualFunds #FinancialPlanning #WealthManagement #AssetAllocation #BehaviouralFinance #PersonalFinance

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