Track My Fund Portfolio India

Sethula uhlelo lokusebenza lwePersonal MF Portfolio, isixazululo sakho konke kokukodwa ukuze ulandelele ukutshalwa kwezimali kwakho kwe-mutual fund emakethe yase-Indian ehlala ishintsha. Manje, ukuphatha ukutshalwa kwezimali kwakho kulula kunangaphambili!

Izici Ezijabulisayo:

Ukuphathwa Kwephothifoliyo: Dala futhi ubeke iso kumaphothifoliyo amaningi kalula. Thola imininingwane ngokusebenza kwephothifoliyo ngayinye, okuhlanganisa ukuthi utshale malini, inani layo lamanje, inzuzo ephelele noma ukulahlekelwa, kanye nezinguquko zansuku zonke. Vele ucindezele futhi ubambe ukuze ususe amaphothifoliyo ongasawadingi.

Ukuhlaziywa Kwesu: Gxila ekutshalweni kwakho kwezimali ngolwazi oluningiliziwe mayelana nohlelo ngalunye. Thola ukuthi uchithe malini, inani lakhona lamanje, inzuzo noma ukulahlekelwa, isilinganiso se-NAV, amayunithi aphelele, i-NAV yakamuva, nedethi ye-NAV. Ukususa izikimu ezingafuneki kulula njengokucindezela isikhathi eside.

Ukulandelela Inkokhelo: Hlala uphezu kwe-SIP yakho kanye nesamba sokutshalwa kwezimali ngemininingwane yokukhokha ehleliwe ehlelwa ngezinsuku. Bheka isamba sembuyiselo, izinsuku ezizayo ze-SIP, futhi uphathe kalula noma yiziphi izinkokhelo eziphuthelwe ngezinketho ezilula.

Ukufakwa Kokutshalwa Kwezimali: Ukwengeza i-SIP kanye nesamba semininingwane yokutshala imali kulula. Ngokutshalwa kwesamba sesamba, vele ufake inani kanye nosuku, futhi uhlelo lokusebenza luzolanda i-NAV namayunithi ngokuzenzakalelayo. Ngokufanayo, ekutshalweni kwezimali kwe-SIP, hlinzeka ngedethi yokuqala, inani, imvamisa (Maviki onke, Ngamaviki Amabili, Ngenyanga, Ngekota), kanye nezitolimende, futhi uvumele uhlelo lokusebenza ukuthi luphathe okunye.

Izibuyekezo Ezizenzakalelayo: Ungalokothi uphuthelwe izinhlelo ezintsha ze-mutual fund ezithinta imakethe yase-India. Uhlelo lokusebenza lwengeza ngokuzenzakalelayo ukuze kube lula kuwe. I-NAV yakamuva yansuku zonke (Inani Lempahla Yesamba) izobuyekezwa ngokuzenzakalelayo kuzo zonke izikimu zakho ze-mutual funds ozitshalile.

Ukufinyelela Kwamadivayisi Amaningi: Finyelela i-akhawunti yakho kusuka kumadivayisi amaningi kalula. Shintsha phakathi kwamadivayisi kalula, ukuze uhlale uxhumeke kutshalomali lwakho. Ukhohlwe iphasiwedi yakho? Azikho izinkinga! Sebenzisa inketho yokuthola iphasiwedi ukuze uthole ukufinyelela okungenazinkinga.

Izwa Amandla Ephothifoliyo yomuntu siqu ye-MF:
Phatha kalula ukutshalwa kwezimali kwakho kwe-mutual fund ngemininingwane enemininingwane, ukuhlaziya uhlelo olunzulu, kanye nokulandelela inkokhelo kalula. Hlala ngaphambi kwegeyimu ngezibuyekezo ezizenzakalelayo nokufinyelela kumadivayisi amaningi. Landa uhlelo lokusebenza manje futhi ulawule ikusasa lakho lezezimali!

Thekelisa kufayela le-PDF noma le-Excel:
Sethula isici esisha esinamandla kuhlelo lwethu lokusebenza: Thumela Iphothifoliyo kufayela le-PDF noma le-Excel (ifayela le-XLSX). Manje, ukuphatha kanye nokukhombisa iphothifoliyo yakho kulula futhi kuyingcweti kakhulu kunangaphambili.

UMUZI wokuzihlangula: Idatha yezezimali kulolu hlelo lokusebenza ingeyolwazi olujwayelekile kuphela futhi akufanele kuthenjelwe kuyo njengenembayo. Unjiniyela akaqinisekisi ukutholakala kwayo, ukunemba, ukuphelela, ukwethembeka, noma ukugcina isikhathi.