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Explaining to your clients the basics of mutual funds, its advantages and the factors that go into building a portfolio can be time consuming for an MFD/RIA. Cafemutual’s latest book ‘The Mutual Fund Advantage’ aims to simplify these important steps for investors and MFDs/advisors.
Nishant Patnaik, Associate Editor, Cafemutual and the author of the book said that the book offers a simple and easy-to-understand model portfolio for people from various walks of life including home makers, professionals at the beginning, mid and peak of their career, freelancers, businessmen, artists, sportspersons, single parents, retired individuals and families with double income.
Patnaik said, “It takes into consideration the financial needs of each use case and recommends funds for conservative, moderate and aggressive investors. It also gives projection of returns for SIPs and lumpsum investment for each such scenario with a reasonable rate of return. This can help an investor get an understanding of the investment amount needed to reach his goal amount in time. The book also gives practical tips to the investors to plan their savings to achieve these goals.”
This book also highlights the importance of MFDs in the lives of investors and how they can help an investor take right decisions in their investment journey, he added.
‘The Mutual Fund Advantage’ can now be purchased easily in online mode on Amazon Kindle here
