Pune : Ankit (an investor; name changed) is an entrepreneur and had a particular interest in personal finance and investments. He spent long hours reading books, studying market trends, and analysing companies. He knew that in order to succeed, he needed to make smart investment decisions. However, Ankit soon realized that he couldn’t do it alone. He needed the help of a financial advisor, someone who could guide him in making the right investment choices. He searched far and wide for someone he could trust, but couldn’t find anyone who fit the bill.
Ankit has met Bhushan Wani, Crescent Mutual Fund Distributors Pvt Ltd who is a Mutual Fund Distributor from Pune. He suggested Ankit a couple of mutual funds keeping in mind his specific financial goals and risk appetite. It ensured that he is well-positioned to achieve his long-term financial objectives.
Edelweiss Mutual Fund celebrates Financial Advice Day “Advice Zaroori Hai” every year on March 31st. This initiative is aimed at creating awareness about the importance of financial planning and seeking advice from financial experts to achieve one’s financial goals. The day is celebrated across various digital and social media platforms, with the objective of educating and guiding investors on financial matters such as goal-based investments, asset allocation, and risk management.
Bhushan has suggested Ankit to invest a portion of his inheritance in the Edelweiss Aggressive Hybrid Fund. The Fund aims to meet investor expectations by providing diversification through investments in both equity and debt, ensuring exposure to both asset classes at all times with a defined asset allocation. Additionally, the fund employs an active strategy within equity and debt to take advantage of changing market scenarios, while also performing regular monitoring and rebalancing to ensure the optimal risk-adjusted returns for investors.
Over the years, Ankit’s investment in this Fund proved to be a smart decision. The fund delivered consistent returns while reducing overall portfolio risk. Ankit had peace of mind knowing that his investments were in good hands with the fund’s competent and experienced managers.
The lesson of this story is that investing is not something that should be done alone. It requires a great deal of knowledge, experience, and discipline. And with the right advisor, anyone can achieve success in the world of finance and investments.