{"id":992,"date":"2015-12-19T14:20:05","date_gmt":"2015-12-19T14:20:05","guid":{"rendered":"http:\/\/demo.theme-junkie.com\/sitebox\/?p=301"},"modified":"2018-01-08T10:57:00","modified_gmt":"2018-01-08T10:57:00","slug":"what-are-the-rules-of-financial-planning","status":"publish","type":"post","link":"https:\/\/wealthhunterindia.com\/videos\/what-are-the-rules-of-financial-planning\/","title":{"rendered":"What are the Rules of Financial Planning?"},"content":{"rendered":"<p>What are the Rules of Financial Planning?<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/qndqXP11Wdk\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>What are the Rules of Financial Planning?<\/p>\n<p>HOW TO READ MUTUAL FUNDS DOCUMENTS<br \/>\nAll the advertisements about Mutual Fund Investments give a disclaimer, in the end, saying \u201cplease read all scheme related documents carefully before investing \u201c.<br \/>\nIt is not rare that new investors or such investors who do not possess much knowledge about MFs end up.<br \/>\nThese documents contain long pages with a lot of technical languages.\u00a0 Reading this is a very difficult &#038;tedious taste for beginners, Therefore, bankers or financial agents &#038; advisors are approached to help investors invest faithfully.<br \/>\nImportant things to read in an offer document.<br \/>\n1) Date of issue: To see that you have received an up to date &#038; they should be updated on an annual basis.<br \/>\n2) Investment objectives: The goal of each fund should be clearly mentioned, all of its objectives should match with the personal objectives of the investors.<br \/>\n3) Investment Policies:- All the securities or stocks the amount will be invested\/ reinvested in should be mentioned in the OD.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a04) Risk factors: All the risks including with the investment &#038; the contingencies should before with mentioned in the OD.<br \/>\n5) Past Performance Data: Any company can attract new&#038; potential investors by showing them past performance &#038; giving them an assurance through actual data &#038; growth potential.<br \/>\n6) Fees &#038; Expenses: The entry fee, exit fee, interests, annual exports services costs, etc. Involved with the MF is in the OD.\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<br \/>\n7) Tax Benefits: All the subsidies, tax reliefs or returns &#038; other benefits the MF carries is mentioned &#038; should be read carefully.<\/p>\n<p>What are the Rules of Financial Planning?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are the Rules of Financial Planning? What are the Rules of Financial Planning? HOW TO READ MUTUAL FUNDS DOCUMENTS All the advertisements about Mutual Fund Investments give a disclaimer, in the end, saying \u201cplease read all scheme related documents carefully before investing \u201c. It is not rare that new investors or such investors who&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1194,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[666,665],"tags":[96,110,99,44,113,97,94,111,46],"class_list":["entry","author-admin","post-992","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-importance-of-financial-advisor","category-importance-of-investment","tag-benefits-of-mutual-fund","tag-invest-for-your-child-future","tag-investment-advisor-noida","tag-mutual-fund","tag-risk-in-mutual-fund","tag-small-invest-big-return","tag-the-consequence-of-delay-in-investing","tag-types-of-mutual-fund","tag-why-should-we-invest-in-mutual-fund"],"_links":{"self":[{"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/posts\/992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/comments?post=992"}],"version-history":[{"count":6,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/posts\/992\/revisions"}],"predecessor-version":[{"id":2382,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/posts\/992\/revisions\/2382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/media\/1194"}],"wp:attachment":[{"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/media?parent=992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/categories?post=992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthhunterindia.com\/videos\/wp-json\/wp\/v2\/tags?post=992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}