Monitor Your Investments
Whether you are a retail or institutional customer, the first thing you want to know is how well we manage your money? Everyone has two basic expectations - Safety and Returns. Both are opposite goals, but we work hard to achieve both in a balanced way. Your money can be safe, if -
- We choose our investments carefully.
- Watch their performance regularly.
- Take corrective action when needed.
But how do you know whether we are doing a good job or not?
Check out the information and analyze the trends. We publish our NAV daily and investment fact sheet monthly. Our reports give you all the information you need about asset classification, maturity profiles, sector wise break up, scrip wise break up, benchmarked returns in the competing asset classes we operate and so on.
However, when we give so much information, there is one problem. You might get worried about market movements. Please do not choose a life insurance plan if you want to invest for short term. We believe you have a good chance of earning consistent and above average market returns if you stay invested for long term.
If you ask us how long is the long term? We guess it's above 5 years at least. 10 years and more are better. The only way we can even out market fluctuations and deliver consistent returns is when you choose your investment period correctly and allow us to invest your money accordingly. So whether the NAV is going up or down, please do not judge us by short term movements alone.
Remember, if you start early, save regularly and think long term - savings through life insurance plans can deliver the rupee cost advantage and the power of compounding that can be superior to those in short term conventional saving instruments.