{"id":7621,"date":"2015-06-11T11:23:28","date_gmt":"2015-06-11T05:53:28","guid":{"rendered":"https:\/\/blog.fundsindia.com\/blog\/?p=7621"},"modified":"2020-02-13T12:27:12","modified_gmt":"2020-02-13T06:57:12","slug":"fundsindia-features-group-to-grow","status":"publish","type":"post","link":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621","title":{"rendered":"FundsIndia Features: Group to grow!"},"content":{"rendered":"

This article is a part of our new series \u2013 \u2018FundsIndia Features\u2019, an initiative to educate our customers on how best they can take advantage of their FundsIndia account to build better investment habits. In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.<\/div> <\/em><\/p>\n

News flash:<\/strong> Your fund manager isn\u2019t the only person responsible for the profitability of your investments; you are too! Yes, instead of just logging in to your FundsIndia account and looking at your Dashboard to see how much returns you\u2019ve earned in the last 24 hours, it\u2019s time you increase the profitability of your investments by doing something really simple. It\u2019s time you group to grow.<\/p>\n

Remember the first rule of successful investing? It is to set a goal. Your goal could be anything – you could be saving up to buy a new mobile phone, or to go on a vacation next year, or for your children\u2019s higher education. You could be saving up for one of these goals, or for all of them, or even more goals!<\/p>\n

Open<\/span> a FREE Account Now! <\/span><\/a><\/div>\n

Now, once you know WHY exactly you\u2019re investing, a lot of things fall into place. You\u2019ll be able to easily identify:<\/p>\n

1. Time-frame<\/strong> \u2013 When do you want to achieve your goal? Are you investing for the long-term or the short-term? These questions will help you determine your choice of investments.
\n2. Risk<\/strong> \u2013 Usually, when saving for short-term goals, it is best to avoid risky investment options like equity mutual funds. You could go for safer investment options like, say, debt mutual funds.
\n3. Amount<\/strong> \u2013 You need to have a target number in mind for your goal. This number should be practically set for all practical reasons, without being too ambitious. Also, do make sure you account for inflation when you set a target amount for your goal. For instance, you may want to invest for your child\u2019s higher education which is about 10 years away. While the cost of higher education may amount to Rs. 10 lakh now, assuming inflation at the rate of 6 per cent per annum, you will have to save Rs. 18 lakh to sufficiently cater to the cost of your goal.
\n4. The funds<\/strong> \u2013 Once you put all the above points together, you\u2019ll be able to identify the type of funds you can invest in, and the number of funds that you require in order to accomplish your goal within the stipulated time period. Now is the time for you to group to grow. <\/strong><\/p>\n

In order to ensure you successfully invest for your goal, it is critical that you do the following:<\/p>\n

1. Create a portfolio<\/strong> \u2013 You can maintain as many portfolios as you want depending on the number of goals you want to achieve. It is highly recommended that you build and manage one portfolio per goal as it will ensure ease in investing, maintening and tracking. To create a portfolio, you just have to login to your FundsIndia account. In the Dashboard page, you\u2019ll find the button \u2013 \u2018New Portfolio\u2019 on the right side of the page.<\/p>\n\"img1\"<\/a>\n

<\/div>\n

2. Describe your goal<\/strong> – On clicking the \u2018New Portfolio\u2019 button, you\u2019ll be taken to a page where you can enter the name of your new portfolio, and a short description for the same. You can use the description field to enter your target amount, or \/ and any other information pertaining to your goal and portfolio. After entering this information, click \u2018Submit\u2019.<\/p>\n\"img2\"<\/a>\n

3. Invest for your goal<\/strong> \u2013 To do this, you\u2019ll have to add investments to your portfolio. When you select any mutual fund<\/a> for investment, either through the lump sum or Systematic Investment Plan (SIP) route, you can select the portfolio for which you\u2019re investing from a drop-down menu. Voil\u00e0! Your investment will be added to it.<\/p>\n\"img3\"<\/a>\n

4. Monitor and maintain<\/strong> \u2013 FundsIndia.com gives you unprecedented power in monitoring the performance of your portfolio to make sure you efficiently manage your investments. We\u2019ll tell you more about the powerful portfolio tools that come with your FundsIndia account in the posts to come.<\/p>\n

Open<\/span> a FREE Account Now! <\/span><\/a><\/div>\n

It\u2019s time you get responsible for the performance of your investments. Set goals, and group your investments for them in portfolios and watch them grow. After all, successful investing is just simple investing.<\/p>\n","protected":false},"excerpt":{"rendered":"

News flash: Your fund manager isn\u2019t the only person responsible for the profitability of your investments; you are too! Yes, instead of just logging in to your FundsIndia account and looking at your Dashboard to see how much returns you\u2019ve earned in the last 24 hours, it\u2019s time you increase the profitability of your investments […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[294,66],"tags":[308,307,148,516,306],"yoast_head":"\nFundsIndia Features: Group to grow!<\/title>\n<meta name=\"description\" content=\"In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FundsIndia Features: Group to grow!\" \/>\n<meta property=\"og:description\" content=\"In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621\" \/>\n<meta property=\"og:site_name\" content=\"Insights\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/fundsindia\" \/>\n<meta property=\"article:published_time\" content=\"2015-06-11T05:53:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-13T06:57:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"FundsIndia Desk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#organization\",\"name\":\"Wealth India Financial Services\",\"url\":\"https:\/\/www.fundsindia.com\/blog\/\",\"sameAs\":[\"https:\/\/www.facebook.com\/fundsindia\"],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2018\/07\/download.jpeg\",\"contentUrl\":\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2018\/07\/download.jpeg\",\"width\":189,\"height\":200,\"caption\":\"Wealth India Financial Services\"},\"image\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#website\",\"url\":\"https:\/\/www.fundsindia.com\/blog\/\",\"name\":\"Insights\",\"description\":\"Official blog of FundsIndia.com\",\"publisher\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.fundsindia.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg\",\"contentUrl\":\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg\",\"width\":600,\"height\":286},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage\",\"url\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621\",\"name\":\"FundsIndia Features: Group to grow!\",\"isPartOf\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage\"},\"datePublished\":\"2015-06-11T05:53:28+00:00\",\"dateModified\":\"2020-02-13T06:57:12+00:00\",\"description\":\"In this post, we discuss \\u2018Portfolios\\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.fundsindia.com\/blog\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"FundsIndia Features: Group to grow!\"}]},{\"@type\":\"Article\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage\"},\"author\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#\/schema\/person\/0ad472db6d21e4b4d8636fcadcd6712e\"},\"headline\":\"FundsIndia Features: Group to grow!\",\"datePublished\":\"2015-06-11T05:53:28+00:00\",\"dateModified\":\"2020-02-13T06:57:12+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage\"},\"wordCount\":728,\"commentCount\":14,\"publisher\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg\",\"keywords\":[\"goals\",\"groups\",\"Investments\",\"Mutual funds\",\"portfolios\"],\"articleSection\":[\"FundsIndia Platform\",\"Personal Finance\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#respond\"]}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#\/schema\/person\/0ad472db6d21e4b4d8636fcadcd6712e\",\"name\":\"FundsIndia Desk\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.fundsindia.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5c072a8111140f457e032a74732c412c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5c072a8111140f457e032a74732c412c?s=96&d=mm&r=g\",\"caption\":\"FundsIndia Desk\"},\"sameAs\":[\"http:\/\/www.fundsindia.com\"],\"url\":\"https:\/\/www.fundsindia.com\/blog\/author\/fundsindiadesk\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"FundsIndia Features: Group to grow!","description":"In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621","og_locale":"en_US","og_type":"article","og_title":"FundsIndia Features: Group to grow!","og_description":"In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.","og_url":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621","og_site_name":"Insights","article_publisher":"https:\/\/www.facebook.com\/fundsindia","article_published_time":"2015-06-11T05:53:28+00:00","article_modified_time":"2020-02-13T06:57:12+00:00","og_image":[{"url":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg"}],"twitter_misc":{"Written by":"FundsIndia Desk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/www.fundsindia.com\/blog\/#organization","name":"Wealth India Financial Services","url":"https:\/\/www.fundsindia.com\/blog\/","sameAs":["https:\/\/www.facebook.com\/fundsindia"],"logo":{"@type":"ImageObject","@id":"https:\/\/www.fundsindia.com\/blog\/#logo","inLanguage":"en-US","url":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2018\/07\/download.jpeg","contentUrl":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2018\/07\/download.jpeg","width":189,"height":200,"caption":"Wealth India Financial Services"},"image":{"@id":"https:\/\/www.fundsindia.com\/blog\/#logo"}},{"@type":"WebSite","@id":"https:\/\/www.fundsindia.com\/blog\/#website","url":"https:\/\/www.fundsindia.com\/blog\/","name":"Insights","description":"Official blog of FundsIndia.com","publisher":{"@id":"https:\/\/www.fundsindia.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.fundsindia.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage","inLanguage":"en-US","url":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg","contentUrl":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg","width":600,"height":286},{"@type":"WebPage","@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage","url":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621","name":"FundsIndia Features: Group to grow!","isPartOf":{"@id":"https:\/\/www.fundsindia.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage"},"datePublished":"2015-06-11T05:53:28+00:00","dateModified":"2020-02-13T06:57:12+00:00","description":"In this post, we discuss \u2018Portfolios\u2019 with FundsIndia, and why building a portfolio is crucial to achieve goals.","breadcrumb":{"@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.fundsindia.com\/blog"},{"@type":"ListItem","position":2,"name":"FundsIndia Features: Group to grow!"}]},{"@type":"Article","@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#article","isPartOf":{"@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage"},"author":{"@id":"https:\/\/www.fundsindia.com\/blog\/#\/schema\/person\/0ad472db6d21e4b4d8636fcadcd6712e"},"headline":"FundsIndia Features: Group to grow!","datePublished":"2015-06-11T05:53:28+00:00","dateModified":"2020-02-13T06:57:12+00:00","mainEntityOfPage":{"@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#webpage"},"wordCount":728,"commentCount":14,"publisher":{"@id":"https:\/\/www.fundsindia.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#primaryimage"},"thumbnailUrl":"https:\/\/www.fundsindia.com\/blog\/wp-content\/uploads\/2015\/06\/img11.jpg","keywords":["goals","groups","Investments","Mutual funds","portfolios"],"articleSection":["FundsIndia Platform","Personal Finance"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.fundsindia.com\/blog\/platform\/fundsindia-features-group-to-grow\/7621#respond"]}]},{"@type":"Person","@id":"https:\/\/www.fundsindia.com\/blog\/#\/schema\/person\/0ad472db6d21e4b4d8636fcadcd6712e","name":"FundsIndia Desk","image":{"@type":"ImageObject","@id":"https:\/\/www.fundsindia.com\/blog\/#personlogo","inLanguage":"en-US","url":"https:\/\/secure.gravatar.com\/avatar\/5c072a8111140f457e032a74732c412c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5c072a8111140f457e032a74732c412c?s=96&d=mm&r=g","caption":"FundsIndia Desk"},"sameAs":["http:\/\/www.fundsindia.com"],"url":"https:\/\/www.fundsindia.com\/blog\/author\/fundsindiadesk"}]}},"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/posts\/7621"}],"collection":[{"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/comments?post=7621"}],"version-history":[{"count":8,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/posts\/7621\/revisions"}],"predecessor-version":[{"id":17759,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/posts\/7621\/revisions\/17759"}],"wp:attachment":[{"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/media?parent=7621"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/categories?post=7621"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fundsindia.com\/blog\/wp-json\/wp\/v2\/tags?post=7621"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}