There is a tendency among thousands of new investors to sell their scripts in a hurry when the stock market performs below their expectation. This tendency is likely to lead to great financial losses as soon after the bad phase the market rises and there remain no valued scripts in the hands of those investors. This is where Portfolio Monitoring is required as a great help.
The first thing any investor should keep in mind is that he/she should not panic when the share market crashes down unexpectedly or goes up all on a sudden. You might have planned and your desired sell positions for your holdings, but that does not mean that the market cannot behave in any other fashion. The finance market of the world economy is beyond any formula or any predetermined financial graph. So, you have to stay calm, wait and watch the market critically when the market undergoes a drastic phase. You are not supposed to panic. If you panic and empty your holdings rapidly you might incur a massive loss. So, as great portfolio advisors say, do not take any hasty decision during the market turmoil. Portfolio management on a regular basis to fetch good returns. Investors who monitor their portfolio successfully follow a disciplined approach towards investing in equity funds through SIP i.e. A Systematic Investment Plan. On the other hand, other investors do not monitor their portfolios in the right manner and, therefore, fall prey to their own hasty sell decisions. You have to keep in mind that the negative returns that you incur are usually attributed to non-performance. Apart from that, you have to remember that if you invest without a well defined time limit, you are likely to get tempted to make a thorough change in your investment portfolio. This lack of clarity in your market reading and your ill-preparedness about what to expect and what not to, might lead to a mistaken perception of such asset class as the equity. The impulsive decision to sell the holding positions, thus make investors suffer economically in the long run. A proper and regular Portfolio Monitoring might give you some insights about some of the funds that could have a healthy exposure in certain sectors in the near future, and may have good prospects in the years ahead. You can, therefore, keep these scripts even when the market undergoes abrupt turmoil. You can measure the performance of certain companies beforehand by studying their portfolio in relation to your holding positions. You can form your own strategy while monitoring your financial portfolio on a regular basis. This is how you safeguard yourself from any haphazard selling and buying spree when the market behaves unnaturally and shows up drastic changes in the price ranges of various scripts. If you are an equity fund investor, it is advisable that you make it a habit to monitor your portfolio regularly. Every mutual fund investor should keep in mind that once investments are committed it is his/her duty to monitor the performances of his/her scripts in the market. This is the key to ensure financial success in Portfolio Monitoring in this volatile sector. Paradigm Capital Management, Inc. has served institutional investors since its inception in 1994. Paradigm offers significant capacity in proven small-cap strategies with risk/reward characteristics designed for institutional investors. The firm is dedicated to providing responsive service and detailed portfolio insight through a combination of dedicated client service professionals and access to the investment team. For additional information, please contact us at (518) 431-3500 or visit here: http://paradigmcapital.com/
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What Are Equity Diversified Funds?
Do you have an understanding of the nature of equity diversified funds? What about the kind of person who invests in them? Equity funds are really branches of mutual funds that invest within equities. This fund typically maintains mostly equities within the portfolio, although you will see a little percentage from the portfolios that are money marketplace investments for the sake of liquidity. The objective of mutual funds with regard to investors that choose this method is the administrative center appreciation provided. Equity funds bring with them a greater chance of failure, because the actual funds purchase parts of individual companies and businesses through shares. The organization shares are usually bought via the secondary marketplace but can be accrued through IPO funds too. There are a lot of variables that can cause the equity market to shift, which is why equity mutual funds are almost universally recognized as a dangerous investment more often than not. How Equity Funds Work These kinds of funds don't invest in merely a little selection of businesses, but span a wide variety of marketplace choices. Small, medium, and large cap companies are all invested in under this type of mutual fund, with companies selected from a range of categories. The resulting diversification helps reduce the danger included just a little; despite this, these types of funds are often only selected by investors willing to take higher risks for the sake of increased returns. An equity fund generally leans more toward longer term appreciation rather than capital gains over a short period of time. In some instances these types of funds bring with them considerably greater danger, and traders will forfeit a portion or even the entirety of the investment's capital. Systemic and Non-systemic Risk The actual NAV associated with equity funds is going to be delicate in response to any kind of modifications within the equity marketplace, and also to any kind of cost modifications within the fund's shares. Equity diversified mutual funds consist of 2 unique kinds of danger for buyers: systemic risks and nonsystemic risks. What makes a risk systemic is that it is a danger linked to the equities marketplace; as such, these types of dangers can't be totally avoided or even removed. Nonsystemic dangers tend to be dangers which stem from a particular organization or even share. This kind of danger could be through cautious investigation as well as assessment of the shares in the mutual fund, in addition to portfolio diversification. Assessing Your Own Acceptable Risk Level Investors should set up a risk level before they first begin investing, and it should not be exceeded without careful consideration. As there is a lot of uncertainty and risk involved in equity diversified mutual funds, this is the last option that an investor would want to go for. Equity diversified mutual funds frequently go up in flames for investors. This type of investment is suitable only for those who are ready to engage in more risk for the possibility of a higher return. It is very important to assess your level of acceptable risk in order to decide if an equity fund is right for you. Paradigm Capital Management is a trusted leader when it comes to small cap investing. With a long history of small-cap investing, Paradigm Capital Management employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. The Paradigm Funds family of no-load mutual funds makes the firm’s small-cap and SMid-cap strategies available to fee-based financial advisors and retirement professionals. Paradigm Funds are widely available on more than 50 no-load platforms. So connect with us today to align with your long-term goals, please contact us at (518) 431-3500. To read more, please click here Private wealth management, usually abbreviated as PWM describes the investment and financial management services offered to investors and include aspects such management of trusts, real estate, businesses and stocks planning. Investors with vast estates and business usually desire a level of anonymity and most of the time the banking transactions are handled with high security levels and strict rules on confidentiality. Most of these investors need a dedicated account manager and a financial advisor who will guide them in the different aspects of the management of their wealth. Many financial and investment institutions offer these kinds of services and in order to find the best type, the investor should ensure that they check out a number of things in order to select the most effective financial advisor.
Since the financial advisor will help the investor achieve their goals, it is important that the investor check out their background information as this will help them determine their capability as a financial advisor. This is very important because the investor is putting his financial issues in the hands of these advisors and therefore they need those that are trustworthy. While inspecting their backgrounds, it is also essential that the investor ask for references in order to contact previous or current clients, to discuss the experiences of the advisor. This will also enable them single out those individuals who offer the same advice to all their clients since all different investors come with different needs. It is also very important to make sure that the financial advisors are certified. Those that have a certification are known to hold a higher standard of professionalism since they follow a code of ethics as well as proper advisory practice standards established by the certifying body. Additionally, the years in practice should also be considered, the more years the advisor has the better services would be because they have knowledge and skills that encompass all areas of wealth management. Different financial advisors for Private wealth management come with different investment properties and investors should find out about these before they hire one. The investment philosophies should reflect the needs and plans of the investor and should be appropriate all through- whether in good times or bad times. The Investor should ask the advisor for portfolio examples that is similar to their situation in order to understand their strategies and plans before they make their decision. The other important thing for the investor to do is understand the manner in which the investors are compensated. Financial advisors can be paid as based on a commission, based on a fee, on fee only or a combination of the three. A trustworthy financial advisor will give adequate and clear details of all the types of fees that the investor need to pay, as well as all the expenses in relation to any type of investments they make. It is recommended that the investor seek those who are geared towards independence because they will be willing to give them a worthy piece of advice and services, based on the goals of the investor. Paradigm Capital Management is a trusted leader in small cap investing. Our strategies are available through separately managed accounts, mutual funds, and onshore and offshore long/short funds—all of which draw upon the same fundamental research and investment process that have been the key drivers behind our significant, long-term outperformance. A select group of private clients turns to Paradigm Capital Management because of the firm’s reputation and track record. We encourage you to contact us directly to discuss our approach for helping individuals achieve their financial goals. Call us today at (518) 431-3500. The disappointment that a mutual fund quarterly statement can hold is a big fat minus sign in front of the earnings amount and a lower balance than in the previous quarter. No matter how well the market does, inevitably there will be a downturn. Fluctuation in value is one of the axiomatic truths about the stock and bond markets.
How does one develop the tolerance for accepting market risk? For some people, the answer is that they can never become accustomed to the changes. Let's be clear. There is no need to tolerate the increases in account value reported on a statement. The upturn is welcomed with open arms, a smile and a feeling of self-satisfaction: the market gods have been good. What makes the ensuing decline so difficult for many people is the focus on the account balance from a good quarter as a chiseled-in-stone fact. When the poor performance occurs, the complaint rings forth: "I lost money in the market." It's almost as if a burglar stole cash from a locked safe. The investor has a feeling of ownership which is reinforced by the observation of numbers typed on his or her statement. A quarterly statement of account is merely a snapshot of an economic moment in time. The values of all the shares in the fund are calculated as of the last business day of the quarter. The mutual fund then attributes that value to your ownership amount. Then a comparison with the same figure from the previous quarter produces a number that is higher or lower. What does it really mean? The only meaning is that most mutual fund companies send out quarterly statements based on the Julian calendar. If the statement were issued one week earlier, the ending balance might actually have been higher or lower--the market happens daily. Sometimes it may be better for a long-term investor to ignore the quarterly statements and just check the annual statement. One must understand that stocks are shares of ownership, or equity, in businesses. The market value of any business changes because of optimism, pessimism, market share, sales, costs, competition, interest rates, amount of debt, buyout offers, public demand to own shares, scandals, industry boons or misfortunes, rumors, reputations, new products or services, and too many more factors to mention. With all of that taken into account, there are still people who believe that ownership of a business is a prudent risk. If you are one of those people, you are looking at more than your quarterly statement and have a long-term view. Here are some practical steps suggested by our experts at Paradigm Capital Management that a conservative investor can take to moderate risk, keeping in mind that risk will always be present: 1. Choose a fund with a conservative investment objective. The Securities and Exchange Commission requires mutual funds to state their funds' objectives in their prospectuses. Read the prospectus. See if you are comfortable with the fund's investment objectives and attendant risks. 2. Dollar-cost-average your investment into the fund. Buy shares each month through an automatic investment plan which most funds offer. Some months the share price will be higher, some months lower. Over time, your cost will be the average of all the prices that you paid. When the market price is lower, your monthly deposit will buy more shares and fewer shares when the price is higher. The averaging does not eliminate risk or prevent loss. It merely keeps all the assets from having the same cost. The expectation is that over a longer period the average cost will be lower than the current price. 3. Consider choosing a fund that pays dividends. Dividends payments represent the method through which companies share profits with shareholders. Although dividend payments can change, and are not guaranteed, they are an immediate investment return to the shareholder from company profits. This profit is distinguished from the equity value or share price at which the company is bought or sold. If a company does not pay dividends, your investment profit would rely only on the increase in equity value. Dividend payments can be reinvested automatically to purchase additional fund shares. 4. Look at your fund's portfolio. See what companies are included. Remember that you indirectly participate in the ownership of those companies through your shares of the fund. Consider how you feel about the economic sectors represented and whether you like the company choices made. Find out more about the fund management strategy and methods. Never forget that you are an owner. Your status is different from a depositor in a bank certificate of deposit. Understand what you have. The best idea is to learn to love the risk. Appreciate the opportunity. The stock market provides an individual with the ability to participate in the national and international economies in a meaningful way. Where else can someone be part-owner of something so grand? These public companies are large commercial and industrial concerns that few of us could ever hope to start ourselves. These businesses provide the world with goods and services. Paradigm Capital Management is a trusted leader in small cap investing and employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. The Paradigm Funds family of no-load mutual funds makes the firm’s small-cap and SMid-cap strategies available to fee-based financial advisors and retirement professionals. Paradigm Funds are widely available on more than 50 no-load platforms. To learn more about how our capabilities align with your long-term goals, please contact us at (518) 431-3500 Why do so many traders lose money with penny stocks? Is it because they are uneducated, reckless or is it just a bad investment? We believe it is because they get over excited more than anything else. Getting yourself carried away and being sucked in the emotion of the trade is the main cause of failing at trading small cap and speculative stocks.
If you can find the courage to start trading small cap stocks you can learn the ins and outs of trading very quickly. Because trading penny stocks requires a relatively small investment to get started, it allows virtually and anyone the opportunity to do it. Some might say that it is not the best way to learn how to trade, but in principle the lessons are the same. The experience will be priceless and if you ever want to graduate to trading on the major exchanges this can be a great stepping stone for you. Penny stocks are often seen as "easy money" and sold as a way to make "fast cash" trading cheap stocks. The truth however is that you can lose a lot of money really quickly - just like you can make a lot of money quickly. There are some great investment dangers when it comes to trading penny stocks. You have to be alert. These are what our experts at Paradigm Capital Management consider to be the major mistakes that you need to look out for when trading them. 1. Do some research and make sure you know exactly what you are buying When you are trading the stocks of major companies like Yahoo, Microsoft or Merrill Lynch it gives you some sense of comfort knowing what you are buying. When buying penny stocks you don't always have this benefit. In general the companies are far less reliable or even liquid for that matter. Most of them don't even have any products, services or revenues. They tend to be start-up companies looking for venture capital from people like you. Unfortunately, many of them never even get off the ground. 2. Emotions - fear and greed can ruin a trader Many of the time the top traders in the world are those typical "stone cold" people who developed the ability to block out their emotions. The lure of a massive profits off of a 10 cent stock can really take a hold of you in a very negative way. Most of us just get carried away and we get caught up in the desire and the dream without thinking clearly. You need to always check in and keep your cool when trading. Always take some time to think about a trade before you do it. This will allow your emotions to calm down. Also, remember to never trade more than 20% of your trading capital on a single trade. Even if you do lose, at least you won't lose all of your hard earned trading money. 3. Tip-offs come a dime a dozen. Be careful In the often over hyped world of penny stocks "hot tips" and "insider info" is a very common problem that we get confronted with daily. We all want to make fast and easy money. We all seems to look for that secret that no one else knows about to give us the edge. Penny stocks tends to flourish on this tip-off culture - only to leave investors angry and in disbelief when their stock folds. Never trade on so-called tip offs and don't listen to novice traders pretending to know something. For more info consult with Paradigm Capital Management a small cap company. Paradigm Capital Management is a trusted leader and small cap company in small cap investing with a long history of small-cap investing, company employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. Our three decades of experience provide an exceptional level of insight that is reflected in our high-conviction portfolios. We are focused on a single minded purpose: To ensure that our clients have the best information on which to base intelligent financial decisions in pursuit of superior investment performance. To read more, visit here: http://paradigmcapitalmanagement.kinja.com/ What this simply means is how to take care of your investment which you have already done inform of mutual funds. You can choose to hire a manager who will take care of the strategies to take in order for you to reap maximum benefits from your invested money. You can also decide to have two managers or more to work together as a team towards achieving a common goal. You then pay them a certain percentage of the funds average assets under management as their fee.
When selecting the person to manage your funds, you must make sure that he has a high education and professional credentials. He must also have a track record of experience. This is because you want to deal with the best and so that you can have high yields on your mutual funds. The whole idea of hiring a manager is so that you can rest easy while he manages your investments for you. Therefore, be sure to do a thorough research on him before hiring him. Mutual Fund management will go a long way in helping you know whether you made the right decision or not. By keeping track of your investment, you will know when to back off and when to increase your funds. Having a weekly or a monthly report would help you know just how well you are doing. Having hired a fund manager is not enough; you also need to keep a tab on what is happening in the money markets. By so doing, you will be able to predict the way your investments will be headed. Paradigm Capital Management is a trusted leader in small cap investing. Our strategies are available through separately managed accounts, mutual funds, and onshore and offshore long/short funds—all of which draw upon the same fundamental research and investment process that have been the key drivers behind our significant, long-term outperformance. To learn more about how our capabilities align with your long-term goals, please contact us at (518) 431-3500 For more reading, please click here Small cap stocks are extremely popular with both short-term traders and long-term investors. However despite the fact that they can generate substantial profits, they also carry a lot of risk. This is why you need to stack the odds in your favour and one way you can do that are to concentrate on trading high volume stocks.
In trading circles volume basically refers to the number of shares that are traded in a particular company. With larger companies this figure is largely redundant but when trading smaller companies it can provide some vital clues as to the future direction of the share price. The key to success is to keep your eye out for small-cap stocks that are suddenly seeing very high volumes, ie much greater than their normal daily average. This is because you will often find that these initial surges of volume will mark the start of a big price move. It's not always clear why certain shares are suddenly spiking up on high volumes. It may be due to rumours surrounding the company regarding a possible bid approach, or it may simply be down to a wealthy private investor or financial institution buying a stake in the company. Alternatively it may be an actual director who has decided to increase their overall stake in the company. It doesn't really matter too much because a move upwards backed by abnormal volumes is often enough to create a sharp price increase, at least in the short-term. So it can be a very profitable strategy to find these momentum stocks and jump on board as soon as you notice a sharp spike in volume. You can either do this manually or use some kind of screening tool to help you. Your can use some charting software that lists every share that is showing abnormal levels of volume and it helps me enormously. Look at this list, check out the chart for each of these companies and finally look at both the fundamentals and the latest news surrounding a particular company to see if it's worth trading. You can make some great short-term gains trading this way because the price will often continue rising at least a few days after the initial spike in volume. You don't necessarily have to trade long positions or buy the actual shares either. If you have the capability to go short, you can look for small-cap stocks that are falling on increased trading activity. These can be just as profitable because they may be due to an upcoming profit warning. Of course we all know that insider trading is illegal but it's amazing how often you get much greater trading activity just before any major news announcements. So the point is that you really should be looking out for unloved small-cap stocks that are suddenly seeing much greater trading activity because they can alert you to some really profitable trading opportunities. Paradigm Capital Management is a trusted leader in small cap investing. With a long history of small-cap investing, Paradigm Capital Management employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. To learn more about how Paradigm Capital Management’s capabilities align with your long-term goals, please contact us at (518) 431-3500 To read more, please click here Small cap organizations are the ones that will turn out to be huge tops later on and in this way, their plans can possibly create higher return. In any case, not all organizations get to be an investment destination that produced reliably solid return for their investors. While investment into small cap funds not something that one ought to be opposed to. The specialists feel that even inside of an advantage class, for example, equity mutual funds, investors ought to have appropriate resource allocation crosswise over different classifications. It is not a decent choice to stop your entire venture into a more unsafe class.
The accord among venture counsels is that just up to 30% for every penny of equity mutual fund investment steers into mid and small cap plans. There is a perspective that if the cash is going into middle and small Cap plans it ought to be through efficient investment strategies. A single amount investment passes up a major opportunity for the advantages of averaging out the expense thus a fall in business market effects such investments more. Why choose small or micro cap mutual funds? The small or micro cap fund creates a lot of punch to the portfolio and is competent of providing returns that above the average when the market is booming. This time, the funds are more prone to instability as small cap companies hits stringer when markets tank. Mid cap companies are such that have around 60% of assets in mid-cap companies for around three years. Such funds are touching the greater heights when the market is favorable whilst can also clear fortunes when the flood reverses. Best small cap mutual funds: At a glance Small-cap mutual fund has an ability of stealing the show when the stock market recovers after a long pause. It is a general opinion that when the stock markets perform well, the small stocks offer best returns. However, when the market performs badly, they fall even more. The reason is smaller companies hits more in worse economic situations. Additionally in bull markets, even a tiny investment can elevate the smaller stock by much high degree. Several experts illustrates that such funds encompass superior performance resulting in marginal risk they bear. Some other factors that are responsible for it are improved liquidity after the general elections. Usually the liquidity small and mid-cap stocks more conveniently as compared to large funds. Paradigm Capital Management is a trusted leader in small cap investing. With a long history of small-cap investing, Paradigm Capital Management employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. Our strategies are available through separately managed accounts, mutual funds, and onshore and offshore long/short funds—all of which draw upon the same fundamental research and investment process that have been the key drivers behind our significant, long-term outperformance. To learn more about how our capabilities align with your long-term goals, please contact us at (518) 431-3500 Or visit us here: http://paradigmcapital.com/ Micro-cap Funds and stocks are known for being little investments which can provide massive returns, and of course, these high rewards can mean that there is a higher risk involved with getting involved with them. Hence, if you want them to become involved in your portfolio, it might be worthwhile making them more of a minority in your assets, in contrast to the bulk of your investments being in entities with a lower risk.
Before they can fit into your portfolio, you need to do as much as possible to find information regarding the business itself. With larger investments that are on the stock markets, this be easy - as research analysts provide the latest information concerning business activity. However, because micro-cap investing are more complicated and of a lesser value, they do not get the notice and exposure of larger stocks - meaning that you have to use your own initiative in order to make a judgment. How highly you invest into a micro-cap stock can depend on data which should be readily available to you - depending on how long the company you are looking at has been active. The 52-week high/low is a really great way to gauge how a micro-cap stock is performing, as you will be able to see a micro-cap's lowest and highest share price within an annual period. From here, you can get an idea for how much a share is fluctuating. You may find it hard to justify the presence of a micro-cap fund and stock in your portfolio, particularly if it is not earning the money that you need it to earn - or the money that you expect it to. It can take time for the rewards to emerge from making these investments, as the firm works on researching and developing their product, or getting it marketed. However, if you believe that a company has the potential to succeed, persevering with their progress could allow you to make amazing returns when the share prices begin to rocket from the minimal amount you paid provisionally. If you believe that you need help in making sure that the micro-cap stocks you are interested in will fit into your portfolio, there are also a number of things which you can do to achieve your goals. There are investment companies that will follow up on the companies in which you are interested, doing the necessary research and reading the paperwork necessary for a clear judgment on a company to be made. From there, you can proceed toward a professional opinion on whether or not stocks would fit into the portfolio you already have, whether they would pose too much of a risk to your assets, or whether you would need to do some rebalancing with current investments to minimise the risk and make the acquisition smoother. With a long history of small-cap investing, Paradigm Capital Management employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. Paradigm Capital Management is focused on a single minded purpose: To ensure that our clients have the best information on which to base intelligent financial decisions in pursuit of superior investment performance. Know about our expert, visit here: http://paradigmcapital.com/team/key-personnel/ In today's scenario, one of the upcoming options for investment in the financial market is mutual fund. Mutual funds special features are it: easy availability, risk containment, liquidity, transparency, professional management and decent returns, these above features attract the small investors mainly of average class, the investors play safer game as compare to the up and down of the stock market.
Suitability of Funds Mutual Fund suits all class of investors who are interested in raising their personal funds. The investments are based on the risk factor of the investor if the risk is higher the return is also high similarly if the risk is low the return on a particular investment will also be low. If the risk is slightly-averse, the investor should prefer a balanced fund, which invests in stocks only up to 60-70%. If the investor wants to go for larger risk-averse, stick to growth funds. If the investor wants regular returns than investor must go for income funds, with average risk but the risk is less than equity fund. The Mutual fund managers make decision of the funds depending on the investment objective of the investors. They can go for liquid funds like Cash Funds or short term floating rate funds. They may also go for funds based on when you want your funds back. The investor who wants short term and quick return a short-term bond fund would just be fine as return will be within three to six months. An income fund or an equity fund would fit in if the investor willing to afford the fund to leave it with the fund manager for over a year. Even within each category, you can pick and choose i.e. in equity funds, for example, you have a variety of options: blue chip funds, mid-cap funds, contrarian funds, opportunity funds, dividend yield funds, sectoral funds that invest specifically in select business segments etc. Many equity funds offer the option of systematic investment plan (SIP) that allows you to invest a certain sum every month or every quarter. This amount is fixed for every installment to be paid. This way, you not only discipline your investments but to a great extent an investor can protect themselves against the vagaries of the market. Debt funds don't lack luster either. The investor have a choice medium term debt funds, short-term bond funds, floating rate funds, dynamic bond funds and cash funds. If an investor wants an aggressive debt fund, then they can go for gilt funds. If the preference is a mix of both equity and debt, MIPs or balanced funds would do just fine. Fair and Transparent dealings A mutual fund is nothing more than a collective savings pool. Several investors have come together to invest in stocks, bonds or in both. However, mutual funds are strictly regulated. They have to declare their portfolios from time to time. Almost all the funds declare their portfolios every month. The net asset value (NAVs) of a fund, which points to how much a unit of the fund is worth on a particular day, is declared every working day. You know where your money is going and how it is doing performing in the market. Easy Access and Availability in Market: Earlier, even if you wanted to buy a mutual fund, it was not easy. Few distributors, most of them small, sold mutual funds. The quality of their advice often left a lot to be desired. But today, you could buy mutual funds in over 60 cities or towns, either through their own offices or through banks. All private sector banks now sell mutual funds across the counters in most branches. Some public sector banks too have begun marketing mutual funds through select branches. Professionally Managed When you buy a mutual fund, you hand over the task of investing to a qualified and probably more knowledgeable fund manager who is paid for finding the right opportunities for you. The service standards set by mutual fund companies are better as compare to other sources of raising finance. As other sources of raising funds are more risky than mutual funds as their investor have to do the direct dealings. As for example, most fund distributors will come to your residence or office and explain the product features and also collect your cheque. If you want to sell your fund, you can do so pretty quickly too, mostly within one or two working days. There is no paperwork to fear. For example, in the case of some income funds, the money will be credited directly into your bank account if the account is held with select banks. In case of systematic investment plans too, you can do so with auto debits. Every month, on a day you choose, your bank account will be debited with a particular sum and specified mutual fund units available for that sum will be bought. No more hassles of issuing post-dated cheques. Conclusion Mutual fund investment is better than other raising funds and in the coming years it will prove to be the best source of investors. If past collection figures are a testimony, investors seem to have realized this. Both the public Mutual funds and Private Mutual funds are performing better. The result is moving in upward curve of the financial market. To sum up, mutual funds offer the investor large choices of various schemes with special features and can be chosen on the requirement of the investor. Paradigm Capital Management is a trusted leader in small cap investing. With a long history of small-cap investing, Paradigm Capital Management employs a disciplined, bottom-up approach with an emphasis on fundamental analysis and extensive management contact. Our strategies are available through separately managed accounts, mutual funds, and onshore and offshore long/short funds—all of which draw upon the same fundamental research and investment process that have been the key drivers behind our significant, long-term outperformance. To learn more about how our capabilities align with your long-term goals, please contact us at (518) 431-3500 To read more, please click here |
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September 2018
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