6 Factors to Consider Before Selling Mutual Funds | Sanjay Kathuria
Thinking of selling your mutual funds? WAIT! Selling at the wrong time can cost you big in terms of lost returns and unnecessary taxes. In this video, Sanjay Kathuria shares the REMOVE Framework—a structured approach to help you exit mutual funds smartly and reinvest effectively.
📊 What you’ll learn in this video: REMOVE Framework
✅ Reassess your goals – Does selling align with your financial plan?
✅ Evaluate your asset allocation – Is your portfolio balanced?
✅ Measure your performance – Are you exiting due to real underperformance or short-term market swings?
✅ Optimize your portfolio – Is there a better alternative for your investment?
✅ Verify exit and tax load – Understand the tax impact before selling.
✅ Exit and reinvest – What should be your next step after selling?
💰 Selling mutual funds is not just about exiting—it's about exiting wisely! Learn the right strategy and ensure your financial security.
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#MutualFunds #REMOVEFramework #SanjayKathuria
Tags:
when to sell mutual funds, mutual fund exit strategy, REMOVE framework investing, mutual fund selling mistakes, exit mutual funds wisely, best time to sell mutual funds, portfolio rebalancing, tax implications of selling mutual funds, financial planning, investment strategies
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