MF investing · 2 min read · 991 reads

How to Invest in the Right Mutual Funds using Moneyworks4me?

There are roughly 350 Equity Mutual Funds in the market. Selecting the right ones can be pretty complicated. Since we cannot handle the complicated stuff, we resort to simpler measures even if they are incorrect and inadequate e.g. selecting a fund based on the highest past returns. This way of selecting funds by looking at past returns is like driving a car looking at the rearview mirror. It’s misleading, inadequate, and risky.

You need to know the right way of investing in mutual funds that is easy to use!

We designed the MoneyWorks4me Decision Maker based on this need. It answers 3 essential questions:

  1. What is the Right Fund? Looks at Quality of Holding, Consistency of Returns and whether Expense Ratio is justified to assess if a fund is the Sahi fund to invest in
  2. What is the Right Time to buy? Checks for the fund’s potential upside over the next 3 years based on the current prices of the stocks it owns and their likely future fair price.
  3. What is the Right Allocation? Enables you to check whether or not to add a fund to your existing portfolio

See this video and in a few minutes, you will know the answers to these 3 very important questions. It will change the way you invest in equity mutual funds.

That’s not all our registered users already have access to this amazing decision-making tool to know the answers to the 3 essential questions for all the equity Mutual Funds…for free!

First published on MoneyWorks4Me, June 2018. Reproduced here for reference; figures and any funds named reflect the original date.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns and the value of investments can fall as well as rise.

Third Rock Wealth, a division of MoneyWorks4Me, is a SEBI-registered Mutual Fund Distributor (AMFI Registration · ARN-361129). MoneyWorks4Me is a brand of The Alchemists Ark Private Limited. We are paid a distribution commission by the asset management company on funds you invest in through us, set per SEBI norms and disclosed in each fund’s Scheme Information Document. We do not provide investment advice within the meaning of the SEBI (Investment Advisers) Regulations, 2013. Regular Plan information only is displayed across this site.