Investments for Trusts & Temples
Investing money in a trusts or temple trusts is not much different than investing in any other funds as all the options look forward to one thing – accumulating and growing your wealth. Like any other investment, one has to be aware of the market timing, systematic purchases, or valuation-based acquisitions, ensuring ample diversification, and focusing on long term growth.
One good thing about this kind of investment is that investment trusts can hold back up to 15% of income generated by underlying assets each year to build up a reserve to be used to smooth dividend payments in tougher times. This means investors can enjoy a steady income, however markets are performing. Setting up a trust fund is also a great way to ensure that your beneficiaries are taken care of financially. There are tax advantages too, to be gained by setting up a trust fund.
Though there are several benefits to setting up a trust, the process can also be complicated. That’s where we come in the picture. There is no one-size-fits-all answer when it comes to investing because everyone’s circumstances and attitudes to risk are completely different. We provide the right approach to building a portfolio that is balanced and considered – sometimes the right instruments will be a unit trust, sometimes an investment trust. Sometimes a single kind may suit your profile and sometime a mixture of the two. We help you select accordingly.