1 Investing Persona PDF 140923

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STEPPING STONE

TO GET STARTED RIGHT


WITH INVESTMENTS

What does investing mean?

Goal
Strategy The objective of investing is to gradually build
Investing refers to buying and selling stocks wealth over an extended period of time
for long-term gains, lasting several months through the buying and holding of a portfolio
or years. of stocks, baskets of stocks, mutual funds,
bonds, and other investment instruments.

Your Involvement Returns


Investing is a game of patience; your Investors may be content with annual
involvement will tend to be low. returns of 10% to 15%.
Learning Resources
While there are multiple ways to create wealth through long-term investments,
we’ve broadly broken it down into 2 methods:

Invest directly in Equity Invest in Mutual Funds


markets (stocks)

EXPLORE INVESTMENTS GOAL PLANNING WITH


FOR BIGINNERS MUTUAL FUNDS

EXPLORE INVESTIGER APP EXPLORE ONE-CLICK SIP


Stock baskets curated to stay ahead A quick way to invest in
of the markets! Mutual Funds

Paid Courses
The advanced learning courses that we offer are designed to help you enhance your
skills in today's fast-paced and rapidly changing market.

Education

EXPLORE STOCKS EXPLORE PROACTIVE EXPLORE XLT -


INVESTOR COURSE INVESTOR COURSE PROACTIVE INVESTING

Accessing actionable Research


on the Sharekhan app
Leverage the reputed Sharekhan Research Desk’s recommendations to trade better!

HOW TO ACCESS RESEARCH ON THE APP

Some Good-to-Knows

HOW TO RETRIEVE LOGIN ID HOW TO TRANSFER FUNDS TO


AND PASSWORD YOUR SHAREKHAN ACCOUNT

HOW TO PLACE AN ORDER ON INSTALL SHAREKHAN APP


THE SHAREKHAN APP 4.4 Stars on Play Store | 7.5 mn+ installs | Just 7 MB

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