Why Equity's is a must for your portfolio

• Researches have proved , time and again , that equities are among the best long term investments in the financial market.

•  Shares are designed to give two types of return to the investor (a) Annual Return - In form of Dividends. (b) Capital Growth In Long Term.

• While investing in any financial instrument its important that we consider whats the Future Value (FVn) of the Present Investment.
  

Positives Of Shares Market Investment

• Shares and simple to understand .

• In Shares you can start with a small investment.

• Shares of companies with strong fundamentals can provide better long term return.

• With Shares you can diversify into various sectors.

• Shares can be tax effective.

• Shares are liquid.

Negatives Of Share Market Investment

• Share prices are volatile there is a matter of risk involved. 

• Investing in shares of wrong companies can erode your capital.

 

Equity Vs Other Asset Class Return Comparison For Last 30 Years

 

FAQ : Income TAX & Equity Investment

 

Risk and significance Of BETA (β)

 

Future Value (FVn) , Present Value (PVn) Of Investment