Vasisht (Swarnadhaaraa) (@amvasist) profile picture

Guiding 900+ families on their financial journey | Mutual funds, PMS and AIF Distributor | Building wealth through Lumpsum, SIP & SWP

Trichy, Tamil Nadu, India
Joined August 2022
Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)Photo by Vasisht (Swarnadhaaraa) (@amvasist)
1. Save money 2. Invest (but not trading) 3. Generate wealth 4. Spend 5. Repeat 1-4 to stay rich #MFinvestment #Equity
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FD for the long term? Safety today, but inflation risk tomorrow. Think carefully before choosing your investment product! #FixedDeposit #InflationRisk #InvestorAwareness #SmartInvesting #GattaKusthi Swarnadhaaraa Finserv Pvt Ltd | ARN-287473 | AMFI Regd. MF Distributor
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From Resilience to Rewards: A Homemaker’s Monthly Income Journey! Want to know more? Pls click on the link below whatsapp.com/channel/0029Va4… #MutualFund #MonthlyIncome #FinancialIndependence #LongTermInvesting
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A Teacher's Inspiring SIP Journey: Securing Her Daughter's Wedding Dreams! Want to know more? Pls click on the link below #SIPJourney #FinancialGoals #MutualFunds #WeddingPlanning #WealthCreation whatsapp.com/channel/0029Va4…
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From Rs. 2L to Rs. 21L: A Father’s MF Investment Journey for His Daughter’s Education! Want to know more? Pls click on the link below #MutualFunds #WealthCreation #LongTermInvesting #FinancialGoals #EducationPlanning whatsapp.com/channel/0029Va4…
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From Small Steps to Big Dreams: A Professional Couple's Mutual Fund Journey! Want to know more? Pls click on the link below whatsapp.com/channel/0029Va4…
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Power of Patience: A Doctor's Journey to Long-Term Wealth Through Mutual Funds
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A Stock Trader to a Successful Mutual Fund Investor: A Journey of Growth!
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How mutual funds enabled a short break from Corporate Life for a woman HR!
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There would be no returns for 3-5 years time period. However, remember that one good year is enough in equity investments for a DOUBLE digit compounded returns. Hold ur investments until the good year. Keep investing & stay patient! #mutualfunds #equity #longterm
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Data point from Jun 2003 to Jul 2019
Many people believed that small-cap & mid-cap indexes deliver higher returns than Sensex. Here is what the data shows 👇 Src: o3 securities letter.
In the game of Snake & Ladder, we roll the DICE consistently until we reach the Destination. Despite the Snake BITES which actually slow down our pace, we still play with a hope that the LADDER will take us to the destination faster. (1/2)
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Same analogy can be drawn as we replace the above words with the following one Snake & Ladder -> Equity Investments Dice -> SIP Destination -> Goal Snake bites -> Bears Ladder -> Bulls Be optimistic & keep ur sip investments rolling until the goal is achieved! (2/2)
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MF companies hv the liberty to keep N no. of schemes to serve the different set of investors. As a retail investor, when v try to accommodate all those schemes, it will create a huge mess. Instead, invest in the schemes which suit ur requirement for a smooth investment journey.
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All the sectors don't deliver the returns all the time. Hence, betting on 1 or 2 sectors without a proper analysis is always a challenge. The smart way to plan is to invest in a diversified sector' scheme. It will bring down the risk & increases the returns chances. #mutualfunds
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Successful investing comes with a courage. Keep investing in red to enjoy the green. It is easier said than done, but that is the secret of equity investments. #mutualfunds #equity #longterm
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Frequently jumping from one scheme to another based on past performances / 5 star rating doesn't give u five star returns. In short term u wud be happy with ur actions but in long term it wud deliver the below par returns & u wud b regretting for the past actions. #mutualfunds
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Picking the RIGHT schemes and doing the RIGHT amount of allocation in each schemes (as per our risk appetite) are the RIGHT ways for successful investments. #mutualfunds #longterm
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If we understand the risks in investments, we can eliminate most of the known mistakes. If we eliminate the mistakes, we will be in the right direction. If we travel in the right direction, it will lead us to the right destination. #mutualfunds
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Tactical (Eg. Sectoral / Thematic) call gives us a high return only if we know when to enter and exit. Most of the times, we forget to exit, which results in bad experience. #mutualfunds #equity
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