Bhopal. Edelweiss Mutual Fund celebrates Financial Advice Day on 31st March every year. The initiative aims to create awareness about the importance of financial planning and advice from financial experts to achieve your financial goals. The day is celebrated on various digital and social media platforms with an aim to educate and guide investors on financial matters such as goal-based investing, asset allocation and risk management. Edelweiss Mutual Fund celebrates Financial Advice Day every year on 31st March, a story of long term investment success, right financial advice
Ankit (name changed to an investor) is an entrepreneur with a special interest in personal finance and investing. He spent a lot of time reading books, studying market trends and analyzing companies. They knew they needed to make smart investment decisions to be successful, however Ankit soon realized he couldn’t do it alone. He needed the help of a financial advisor, who could guide him in making the right investment choices. He looked for someone he could trust, but found none.
Ankit met Alok Agarwal (name changed), a mutual fund distributor from Bhopal. He suggested some mutual funds to Ankit keeping in mind his specific financial goals and risk appetite. This ensured that Ankit is well positioned to achieve his long term financial goals.
Agarwal suggested Ankit to invest a part of the assets in Edelweiss Aggressive Hybrid Fund. The objective of the fund is to meet the expectations of investors by providing diversification through investments in both equity and debt with a fixed asset allocation and ensuring exposure to both the classes. Further, the fund utilizes an active strategy within equity and debt, in order to take advantage of the changing market scenario, while ensuring optimal returns for investors while adjusting for risk and regular monitoring .
Over the years, Ankit’s investment in this fund proved to be a wise decision. The fund has given consistent returns while reducing the overall portfolio risk. Ankit can take comfort in knowing that his investments are in good hands with capable and experienced fund managers. The lesson of this story is that investing is not something that should be done alone, it requires a lot of knowledge, experience and discipline. With the right advisor, anyone can achieve success in the world of finance and investing.
