#5

Habits of
Highly Successful
Investors

I face these challenges

Knowledge

Market is too volatile

Too Many Products

Less Time

Hidden Charges

Too much Information

So What Should I do

# 1 Habit

Investing VS Trading
What I Do
I Trade in shares for short term
returns, which leads to more losses than
profits.
If the share price falls due to negative
change in company fundamentals, I
would not book losses

* Return as on 26 June 2015. Source AdviseSure Research

What should I do
I should invest in shares for a

Long

Term

(Sensex has delivered 11.9%

CAGR in past 5 years*)
I should invest in companies with

track record

good

and recommended by
Best Investment Gurus.

# 2 Habit

Diversification
What I Do

When I get a news, I normally invest most

of my money in one single share
Normally I invest only in Fixed Deposit
and have no investment in any other
product, although I am not happy with the
returns

What should I do

I should ideally invest my money in Bunch

of shares

I should invest in Multiple products

such as shares, mutual funds, bonds, gold
ETFs

# 3 Habit

Follow One Strategy

What I Do

What should I do

I trade on tips given by Many Stock

Market Experts. Incase the price does
not increase, I do not go by stop loss
suggested

It is essential that I follow one single

strategy.

both fundamental
technical experts.
follow

and

It is necessary that I should not rely on

short term tips. Also incase I do invest,
I should strictly adhere to Stop loss
Advised

# 4 Habit

Tax Efficient Investing

What I Do
I dont check tax implications before
Investing in any product.
The returns earned are not enough to
offset my tax liabilities

What should I do

I can do tax efficient investing which will

increase my overall returns by Investing in products with tax free
returns. Or
Investing in products which gives tax

deductions

# 5 Habit

Brokerage Charges
What I Do

What should I do

I pay 0.3% brokerage to my broker on

the trade Amount

You can take service of Brokers with Rs

20 per trade brokerage and save
charges

I dont consider the Commission made

by Agent on Mutual funds

I can save all commissions on Mutual

fund with Offline Mutual fund transaction

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recommendations rely on historical data. Historical/ past performance is not a
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