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Investors turn to the share market for a variety of reasons. Some think of buying shares because of their friends and peers while others rely on research and data.
Historical data suggests that buying shares can help you create long term wealth. But getting started with the share market can be a confusing task.
In this blog, we will walk you through the process of investing in shares in India. We have also mentioned 5 pointers that can help you invest in shares.
The easiest way to invest in shares is by using the Cube Wealth app. You’ll, of course, need a Demat account, trading account and a linked bank account.
The best part is that you can diversify geographically by investing in US stocks with a low minimum amount. This is how it works:
Click on this link to download the 4.5 stars rated Cube Wealth app.
Usually takes a few clicks and is completely paperless. Once this is done, you’re ready to invest.
Cube allows you to buy shares of your favourite US brands like Facebook, Apple, Amazon, Google, Tesla, and more.
Here’s how you can buy US stocks on your own using Cube:
Your brokerage account is opened with Stocktal. In the US, it is held with SEC and FINRA regulated clearing services firm, DriveWealth.
Cube Wealth is the first app to bring US stock advisory to India. You can buy shares of US companies with advice from award-winning RIA, Rick Holbrook. Rick currently manages assets worth ~$130 million for HNIs.
Here’s how US stock advice works on Cube:
Cube’s Indian equity advisory partner, Purnartha, can help you invest in high-quality companies for the long term. Purnartha currently has 7,500+ clients and an AUM of ₹7,000+ crores.
Here’s how Indian stock advice works on Cube:
Purnatha’s philosophy is rooted in strong middle-class values like investor discipline, long term investment view, and investing in the best companies.
There are a number of documents that you need before you invest in the share market:
A Demat account is a must. It holds all the shares that you buy in the dematerialized form. Hence the name ‘Demat’. There’s a good chance that your bank offers Demat account services.
You need a trading account to place an order (buy or sell) for shares. You can open a trading account with a registered stockbroker.
The trading account should be linked to your bank account. This will allow the money which is deposited (profits, dividends, etc) and the debited (sold shares) to move in and out of the bank a/c.
Just like you’d browse through Amazon or Google, explore the share market through your trading account. Pick a share that you want to buy or sell. Wait for a response from the buyer/seller.
Transfer the money to buy the shares you want or wait for funds to be deposited into your account for the shares you sold. Simple, right?
Not actually. There are 5,500 stocks listed in the Indian share market. While investing in shares may be easy, picking the right shares based on your investment goals can be truly hard.
This is where investing in shares using Cube checks 3 boxes:
Any share investment is, or at least should be, a way to achieve your financial goals. These goals should be divided into short, mid, and long term goals.
Creating goals and following them with the right investments can help you:
If you want to buy great shares, looking at past performance may not be enough. The historical performance matters but only to a certain extent.
Instead, you might want to look for:
Different market caps have different advantages. You can use each of these advantages to achieve your investment goals. Diversification can also help you reduce risk.
But the key is to achieve balance and invest in the right shares. Speak to a wealth coach today to learn more.
A classic investment tip that most share market enthusiasts follow revolves around the concept of knowing your share investment. ‘Knowing’ here doesn’t just mean facts and figures related to the share. But it implies understanding the way the company you’re investing in works.
For example, you don’t need to be a rocket scientist to invest in a company like Aerojet Rocketdyne. However, you would benefit from knowing what they do, their business model, competitive advantage, and the qualities of the leadership team.
As Warren Buffet says, if you don't understand it, don't invest in it. This holds true for share investments and can help you either invest or pass on the stock.
A wealth coach is not a hard-selling bank executive. They are finance professionals who care about your financial health and well being.
A wealth coach will have a conversation to understand your needs which can include (but not limited to):
Based on your needs, they will advise you on your financial approach and investment options.
You can invest in the share market in one of the following ways:
Cube is the easiest way to invest in shares in the Indian and US market with advice from industry experts, Purnartha and RIA, Rick Holbrook. Speak to a wealth coach or download the Cube Wealth app to invest in the best Indian and US shares.
Ans. The easiest way to invest in the stock market is by using the Cube Wealth app. You’ll be able to invest with advice from Indian equities experts, Purnartha.
Ans. Speaking to a wealth coach can help you invest an amount based on your goals and risk appetite as a beginner. The general rule is to invest your surplus income and not your savings.
Ans. You don’t need a minimum amount to invest in the share market. You can buy a share for as low as ₹10 or as high as ₹77,000.
The share market is a place where investors can buy or sell shares from other investors. There are 2 types of share markets that you should know of.
Ans. The primary market is a place where you can buy newly launched shares of a company. In the primary market, you don't trade shares with other investors.
Instead, you buy shares directly from the company. An IPO is a classic example of the primary market. During an IPO, a company issues shares based on 2 methods:
You can read more about the methods here.
Once the IPO shares are issued, the company is listed on the stock exchange, which is a part of the share market. Further trade of shares happens in the secondary market.
The secondary market is a place where you can buy and sell shares from other investors. These shares are pre-owned by the investor. The issuing company is not involved in this process.
The most common example of this is the stock exchange. Indian investors can also buy shares of foreign companies like Apple, Amazon, Google, Facebook, Netflix, Tesla, and more. Read this to know more.
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