All you need to know about DIY investing

Synopsis:

  • DIY investing lets you manage your own portfolio without professional help.
  • It requires thorough planning, identifying financial goals, and strategising investments.
  • Setting up a secure and reliable online account is crucial for DIY investing.
  • Continuous learning and staying updated are essential for successful DIY investing.
  • HDFC Bank's Demat Account offers features like paperless account opening and easy dematerialisation.

Overview

Thanks to easy accessibility to online information, the do-it-yourself (DIY) trend has gained much traction in the last few years. From origami, home renovations, and pottery, DIY has now also seeped into the world of investing. The DIY investing method allows you to build and manage your own portfolio without intervention or guidance from a professional financial advisor. Find out how it works and what you need to do to generate wealth through it. 

How does DIY investing work?

DIY investing means managing your own investments instead of relying on a financial advisor. It involves researching and choosing where to put your money, such as stocks, bonds, or mutual funds. You make decisions about buying, selling, and holding investments based on your own goals and research.

For example, let's say you want to invest in a company you believe will grow. You decide to buy shares of that company. You research its performance, read financial news, and track how the stock price changes. You might hold onto your shares if you think the company is doing well. If you believe it's time to sell, you can do so through an online brokerage platform. DIY investing gives you control and can save on advisor fees, but learning and managing your investments effectively requires time and effort.

How can you succeed with a DIY investing model?

DIY investing may seem overwhelming as you must rely on your judgment. There is no one to help you or make decisions on your behalf. However, such an approach can be a success as long as you stay focused and follow the tips given below:

Plan well

Planning is essential for success in any field. Begin by assessing your financial needs, income, and expenses to determine how much you can comfortably invest. You can explore suitable investment options with a clear understanding of your financial situation.


Identify ‘money buckets’


In the next step, identify your goals. Ask yourself what it is that you need the money for. Are you saving up for retirement or a child’s higher education? You could also save for short-term needs like upcoming household expenses or security money for an emergency. Identifying the motive for investing will help you understand the time horizon required for each goal. 


Strategies


Now that you have a clear picture of your goals and know how much money you can invest to achieve them, it is time to strategise. Pick financial tools depending on your investment capacity, risk appetite, and time horizon. For instance, long-term savings can be covered with equities, mutual funds, bonds, etc. Liquid funds can be suitable for short-term emergency savings. 


Keep learning


To succeed in DIY investing, staying informed is crucial. Without expert guidance, every decision falls on you, so continuous learning is essential. Read financial journals, newspapers, and blogs, and engage with peers to stay updated on market trends and opportunities.

How to set up an account for DIY investing?

The primary tool for DIY investing is an online platform or account. Choose a secure and user-friendly account that allows you to invest in various options, including mutual funds, direct equities, and exchange-traded funds. Selecting a trustworthy platform is crucial to ensure transparency, safety, and protection against theft and fraud.

The HDFC Bank Demat Account fits all of these boxes with the following features and benefits:

  • Paperless account opening process in five minutes with no documentation or signature
  • You get a ready-to-trade demat account for immediate investing.
  • Use one account for several types of investments such as equity, mutual funds, Exchange Traded Funds (ETFs), Initial Public Offerings (IPOs), sovereign gold bonds (SGBs), and Non-Convertible Debentures (NCDs)
  • Easy dematerialisation of your physical securities
  • Ability to redeem investments to your HDFC bank account
  • Possibility of taking a digital loan against securities or mutual funds 
  • Option to freeze securities in your demat account or the account as a whole for a certain period if you wish to discontinue investing 

Read more on investing in the current times with your Demat Account.

Conclusion


To sum up, if you wish to take charge of your money and financial growth, DIY investing can be the right style for you. However, it is important to plan and strategise well to lower the possibility of losses. 

Explore HDFC Bank and apply for our Demat Account facilities by clicking here.

*Terms and conditions apply. This is an information communication from HDFC Bank and should not be considered as a suggestion for investment. Investments in the securities market are subject to market risks; read all the related documents carefully before investing.