• Webpages
  • Documents
  • HDFC Life ClassicAssure PlusInvestment
  • HDFC Life ClassicAssure PlusInvestment
  • HDFC Life ClassicAssure PlusInvestment

To Buy Online

Branch Locator

For Existing Customers

Fund Performance Check

6 Important Things To Keep In Mind While Investing

November 05, 2018 1508
What do you do when you have to buy vegetables? Of course you go to the market place and select the fresh ones for yourself. Same goes for your investments. When you plan to make an investment, you may not want to believe in word of mouth, rather investigate about the plans on your own and then invest.

Taking suggestions on investments, especially when you are a new investor in the market, is important. However, you are the best person to judge and tailor make your portfolio as per your goals and risk appetite.  Choosing investments is just the beginning of your work as an investor. As time goes by, you will need to monitor the performance of your investments to see how well they are performing in the market and helping you to progress towards your goals. 

When puzzled about making an investment, it is important for you to keep certain things in mind:

1.Review your needs and goals - 

It is worth taking the time to ponder what you want from your investments. Keeping your goals and considering our risk appetite while investing is very important

2.Consider how long you want to continue a particular investment - 

Every investment you make will be related to your goals. You may invest in term plans for long term goals and for your short term goals, you may invest in the short term plans

3.Make an investment plan

After setting up your goals, you can think about how much goals you can take. This helps you to find the most suited plan for your investment

4.Diversify - 

You can always balance between risk and return by investing into different investment types and sectors, whose prices generally don't move in the same direction

5.Check the charges -

 You must always check the charges when it comes to investing. In order to maintain your portfolio, you are charged a certain ratio. There are other charges as well which you may not want to pay, for example, you may want to invest through an adviser, in that case you can check the adviser ongoing fee

6.Review your investments periodically - 

It is important for you to know how your investments are performing, thus keeping a check on your investment becomes really important. If some funds are not performing well, you may want to invest the money into some other funds of your choice.

 HDFC Life offers you the most suitable term plans, tailor made for your goals and risk appetite. HDFC Life Click 2 Protect 3D Plus is an online term insurance which protects your loved ones from three unforeseen circumstances- Disease, Death and Disability. You get to choose from 9 plan options to start your investments today.

Related Articles:


Show Full Article
Hide Full Article

Calculate Your Investment

How to judge whether you are being sold the right investment

HDFC Life Insurance Company Limited. CIN: L65110MH2000PLC128245, IRDAI Reg. No. 101.

Registered Office: Lodha Excelus, 13th Floor, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai 400 011. Email: [email protected], Tel No: 1800-266-9777 (10 am to 7 pm). The name/letters “HDFC” in the name/logo of the company belongs to Housing Development Finance Corporation Limited (“HDFC Limited”) and is used by HDFC Life under an agreement entered into with HDFC Limited.

For more details on risk factors, associated terms and conditions and exclusions please read sales brochure carefully before concluding a sale.

  • IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.