Some Rules to Take Charge of Your Investments

Do not shy away from basic calculations

Work with real numbers. Do not fall for big ones like `1 crore Register the same email ID and phone number in all investments

Update your personal details regularly Convert insurance policies to e-policies to view them on a single screen

Keep a track of MF account statements on CAMS/ Karvy/ Mutual Fund Utility platforms

Review your invetsments regularly

Add a nominee/nominees as well as a joint holder

Create a Will

Give a trustworthy/ responsible member access to email ID, passwords, etc