Now more and more people choose investment funds. However, many novice investors will be trapped in the initial fund purchase process. To this end, I have compiled the following contents to introduce the fund purchase process to you. Come and have a look!
Novice investors can refer to the following methods and steps when purchasing funds:
(1) Confirm the platform purchase.
The first step before buying a fund is to confirm the buying platform. At present, there are many channels for fund sales, such as fund companies, banks and third-party fund consignment companies. However, it should be noted that the rate of buying funds in banks is relatively high, and there are few types of funds that fund companies can choose, so investors usually choose to buy funds in third-party fund consignment companies because of their low rates and complete types.
(2) Choose a fund
After you decide to buy the platform, all you have to do is choose the fund. When buying a fund, you need to choose according to your risk tolerance and financial management goals, and determine what type of fund you want to invest in. At the same time, it is also necessary to choose a good fund by observing the management experience of fund managers, the strength of fund companies and the performance of funds.
(3) Opening an account
It should be noted that buying a fund requires opening an account. Before purchasing funds, you can go to banks, fund companies and consignment agencies to handle relevant account opening procedures. After opening an account, everyone can buy a fund.
(4) Methods for purchasing funds and confirming investments.
Under normal circumstances, the investment methods of funds can be divided into single investment and fixed investment. The advantage of investors' fixed investment in funds is that it can reduce the risk of funds with higher risks and make investment more secure.
Through the above, I believe that everyone knows how the fund purchase process is, and everyone must be fully prepared when purchasing funds to avoid passive investment.