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Have you covered your liabilities sufficiently?   In case of unfortunate event, will your family be financially the same as it is today?   Do you have the best tax benefits available as per your gross income?   Are you getting the best returns on your invested money?   Have you ever discussed your investment planning with any professionals?   Is your post retirement life secure?   Will you be able to afford the educational cost of your child ten years from now?   What comes on your mind when you hear the words insurance? Death? Premiums? Tax Savings? Retirement? Child Education?   Can your insurance/ investments be suitable to your needs and risk profile?
Risk Factors Associated with Investing Through MFDs

Risk Factors Associated with Mutual Fund Investments

Investing through mutual funds involves certain risks, and investors are advised to read all scheme-related documents carefully. Some key risks include:

  • Market Risk: The value of mutual fund investments may rise or fall due to changes in overall market conditions.
  • Liquidity Risk: Some securities held by mutual funds may not be easily traded in the market, which can affect timely redemptions.
  • Credit Risk: In debt-oriented funds, there is a risk that the issuer of a bond or instrument may default in payment of interest or principal.
  • Interest Rate Risk: Debt fund values are sensitive to interest rate changes. Rising interest rates may negatively impact returns.
  • Inflation Risk: Over time, inflation may reduce the real value of your investment returns.
  • Managerial Risk: Fund performance depends on the decisions of the fund manager. Incorrect calls or strategy may lead to underperformance.
  • Scheme-Specific Risks: Each mutual fund scheme carries unique risks. Investors are advised to read the Scheme Information Document (SID) before investing.

“Note: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. As a Mutual Fund Distributor (MFD), we offer execution-only services and do not provide investment advice. Investors are advised to assess their risk tolerance and consult with a financial advisor if needed.”