When should I book profits in equity funds for clients?

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There are no fixed rules for booking profits. Ideally, you should book profits when clients need money in the near future or if asset allocation is to be re-aligned. Unless there is a clear roadmap of how you or the client is going to reinvest the money, there is no point in just booking profits. Booking profits and trying to buy lower is a myth. Mostly, it doesn’t happen.


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