Introduction to Long Term Wealth Creation with Equity Mutual Fund

Posted On Thursday, Jan 23, 2020


How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.– Robert G. Allen

Many of us like to see our wealth grow into billions in a short span of time. But what’s often forgotten is that wealth creation is a journey and patience is the key! Do not get restless and fall prey to quick-rich schemes –– you could be conned.

Instead, if you focus on your asset allocation and you've invested in the right asset classes and the right investment avenues, you will witness your money growth. Furthermore, you’ll be able to accomplish many of the envisioned financial goals.

Remember, investing is a marathon, not a sprint, which means it is serious business and hence, prudent investment planning is essential. Do not get carried away by what your affluent friend, relative, or next neighbour says or does with their investment portfolio; because each one’s risk profile, investment objective, investment time horizon, and financial goals are different.

Barry Ritholtz, an American author, newspaper columnist, and equity analyst has aptly said, “When it comes to investing, there is no such thing as a one-size-fits-all portfolio.”

Do note that investing is a personal exercise. It is important that you recognise your risk appetite, investment objective, your financial goals, and the time horizon for your goals.

And please do not misconstrue your savings with investments. Merely putting aside some money under the mattress, vault, or your savings bank account after meeting your expenses and liabilities may not lead money to work for you. Ultimately, you want to counter inflation (which erodes the purchasing power of your hard-earned money), and therefore making productive investments is necessary.

So, which is potentially a productive investment avenue that can counter inflation? It is equity-oriented mutual funds.

Disclaimer, Statutory Details & Risk Factors:

The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.

Mutual fund investments are subject to market risks read all scheme related documents carefully.

Please visit – to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.

Above article is authored by Quantum.

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