When you should book profits from your investments

 


When you need the funds and there are no alternatives.


When your goal is approaching in the next few years, you should review it and if returns are good, you can start booking partial profits.


When actual returns are much above your targeted returns and you wish to play it a little safe. In such cases, you may consider booking partial profits in tranches and switch to debt funds and do STP back into equity funds over a period of time.


You should not attempt to time the market by booking profits and investing at lower levels. It may not happen. Research shows that if you book profits and miss a couple of big upsides in the equity markets, your returns can fall dramatically. You should try to hold for as long as you can.


PCS CAPITAL were first generation entrepreneurs in financial services . It was formed with foundation stone for creating long-term wealth for the investors through various financial products like Mutual fund s , Insurance , Fixed deposits and Alternate Asset products . We help you understand your financial objectives and make appropriate plan to realise them with proper risk management. rnYou can leave your contact details for professional help in your investment journey.

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