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SIP Investment, How does Mutual Funds helps you to Grow your Wealth?

A Systemic Investment Plan or SIP is a smart way of investing money in Stock market. It allows you a flexible investment, in which a certain amount of money is invested regularly, let it be daily, weekly, monthly, quarterly etc. SIP investment helps you to develop a planned approach toward investment which will trigger a habit of  saving, preserving and building wealth for your future.

How Does SIP Investment Works?


As we told you before SIP investment is a easy, flexible and convenient method of investing. Your predefined amount will be auto debited from your bank account and will be invested to a Specific mutual fund scheme. You are allocated certain number of units based on the ongoing market rate (called NAV or net asset value) for the day. Every time you invest money, additional units of the scheme are purchased at the market rate and added to your account. Hence, units are bought at different rates and investors benefit from Rupee-Cost Averaging and the Power of Compounding.

SIPs give you the benefit of compounding and averaging your investments. help you average your investments and remove the element of market timing. You can start an SIP for Rs. 2500 per month and benefit from the power of compounding and rupee-cost averaging. This disciplined approach helps you to hedge the investment against inflation.

We will share some scenarios of how Long term investment in Stock market is more effective


Long term investment on Various Asset classes


Rs.100 invested in various asset classes in 1979 and their Current Value

Asset Class
1979 Value
2017 Value
CAR ^
Gold
100
3300
9.6
Bank Deposit
100
4200
10.0
Stocks
100
30400
16.0

* Gold Price in 1979 is Rs 94 for 1gm  and in 2017-Rs 3100
* Bank deposit interest calculated at 10% Quarterly Compounded
* BSE Sensex which comprise of 30 front line stocks representing major sectors  was constituted with a base of 100 in 1979
^ Compounded Annualised Return

Appreciation  1979 – 2017 (38 Years)

Gold 
32 Times
Bank Deposits
42 Times
Stock Markets
304 Times


Benefits of Systemic Investment Plans


Ø  Offers small investors a direct entry to the stock markets, with the benefit of investing in stocks selected by our expert research team.
Ø  Investment can be made in small amounts monthly, which is best suited for the salaried class
Ø  Investments are made in all market conditions. The general psychology of investors is to invest when the market is on bull trend. But SIP encourages an investor to set aside sentiments and make him/her disciplined, investing in down market conditions also.
Ø  Unlike in mutual fund sip, dividends from investments are directly credited to the investors bank account


 Start your SIP with the help of a Financial Adviser

Choosing the right funds is not easy. There are hundreds of schemes across various category and is definitely difficult for an investor to choose from those. A financial Adviser can help you from this dilemma. 

Capstocks Presents Equity Systematic Investment Plans (SIP) Portfolios, a convenient way of making periodic and regular investments.

Capstocks with its high calibre competence in Equity Research has come out with Best SIP Plans that are comprehensive and well-tailored portfolios of stocks for investors having a medium term perspective. Monthly earners who shy lump investments should find this option eminently acceptable.

We have more than 28 years of Expertise in Stock Market and have a expert team for Fundamental and Technical Analysis. We will manage all aspects of your Investment. For the past many years we have made big returns for our satisfied customers.

For more information regarding Best SIP Plans & Investments reach us at - sip@capstocksindia.com



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