Gyaan guroovaar

AS THE FINANCIAL YEAR ENDS…FEW CHECKS IN PERSONAL FINANCES

As the financial year is about to end and as we enter the next year in couple of days, here are few checks that may help in personal finances:

Assess last year: Analyse last year’s income, expenses, whether you were able to stick to your budget plans or not. Work on improvements if required.

Review your financial goals: Review your goals and the progress in the process of achieving them. Identify new goals, if any, invest for them.

How is your debt?: If you have more debts than previous year, a large focus is required. Clearing debts releases mental stress and opens opportunities to invest more.

Identify ways to save: Save and it is best not to leave the money idle. Invest!

Stay at the top of your personal finances, have great balance sheets, stay invested, stay profitable.

An Investor Education & Awareness Initiative by HSBC Mutual Fund

Visit https://grp.hsbc/KYC w.r.t. one-time Know Your Customer (KYC) process, complaints redressal process including SEBI SCORES (https://www.scores.gov.in). Investors should only deal with Registered Mutual Funds, to be verified on SEBI website under Intermediaries/Market Infrastructure Institutions (https://www.sebi.gov.in/intermediaries.html). Investors may refer to the section on ‘Investor Education’ on the website of HSBC Mutual Fund for the details on all ‘Investor Education and Awareness Initiatives’ undertaken by HSBC Mutual Fund.

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